Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTRX (BMO TARGET RETIREMENT 2055 FUND CLASS Y) | NA | 0.00% | 2.13% | 6.34% | 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 |
|---|---|---|
| BRTRX (BMO TARGET RETIREMENT 2055 FUND CLASS Y) | 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 | 2.13 | 6.34 | NA | NA | NA | … | … | 0.00 | 14.64 | -8.03 | 20.60 | 7.14 | -2.89 | 9.06 |
| Sharpe Ratio | NA | 0.00 | 0.14 | 0.60 | NA | NA | NA | … | … | 0.00 | 1.87 | -0.71 | 3.37 | 0.55 | -0.22 | 0.89 |
| Standard Deviation(%) | NA | 0.08 | 8.66 | 9.28 | NA | NA | NA | … | … | NA | 7.07 | 13.18 | 5.95 | 12.55 | 13.42 | 10.18 |
| Draw Down(%) | NA | 0.00 | 17.42 | 17.42 | NA | NA | NA | … | … | 0.00 | 5.46 | 17.42 | 1.93 | 11.40 | 12.38 | 7.63 |
| Yield(%) | 0.00 | 0.00 | 2.60 | 3.11 | 1.72 | 1.15 | 0.86 | … | … | 0.00 | 1.38 | 3.94 | 3.22 | 4.50 | 1.79 | 0.81 |
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 |
|---|---|---|---|---|
| BRTRX (BMO TARGET RETIREMENT 2055 FUND CLASS Y) |
2.16%
Nov 2017 – Nov 2020 |
4.88%
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 |
|---|---|---|---|---|
| BRTRX (BMO TARGET RETIREMENT 2055 FUND CLASS Y) |
12.39%
Sep 2015 – Sep 2018 |
7.51%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart