Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTQX (BMO TARGET RETIREMENT 2045 FUND CLASS R6) | NA | 0.00% | 1.96% | 6.45% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRTQX (BMO TARGET RETIREMENT 2045 FUND CLASS R6) | 01/02/2014 | 12/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.96 | 6.45 | NA | NA | NA | … | … | 0.00 | 13.44 | -7.51 | 21.38 | 7.43 | -2.67 | 9.61 |
| Sharpe Ratio | NA | 0.00 | 0.12 | 0.61 | NA | NA | NA | … | … | 0.00 | 1.72 | -0.67 | 3.52 | 0.57 | -0.20 | 0.95 |
| Standard Deviation(%) | NA | 1.15 | 8.61 | 9.28 | NA | NA | NA | … | … | NA | 6.98 | 13.14 | 5.92 | 12.65 | 13.48 | 10.10 |
| Draw Down(%) | NA | 0.00 | 17.00 | 17.00 | NA | NA | NA | … | … | 0.00 | 5.41 | 17.00 | 2.00 | 11.48 | 12.50 | 7.52 |
| Yield(%) | 0.00 | 0.00 | 3.39 | 3.90 | 2.10 | 1.40 | 1.05 | … | … | 0.00 | 0.00 | 3.96 | 7.62 | 5.52 | 1.96 | 0.25 |
Data as of 12/10/2020, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTQX (BMO TARGET RETIREMENT 2045 FUND CLASS R6) |
2.02%
Nov 2017 – Nov 2020 |
4.98%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTQX (BMO TARGET RETIREMENT 2045 FUND CLASS R6) |
12.96%
Sep 2015 – Sep 2018 |
7.65%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart