Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTTX (BMO TARGET RETIREMENT 2055 FUND CLASS R3) | NA | 0.00% | 1.92% | 6.10% | 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 |
|---|---|---|
| BRTTX (BMO TARGET RETIREMENT 2055 FUND CLASS R3) | 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 | 1.92 | 6.10 | NA | NA | NA | … | … | 0.00 | 14.20 | -8.25 | 20.42 | 6.73 | -3.02 | 8.83 |
| Sharpe Ratio | NA | 0.00 | 0.12 | 0.58 | NA | NA | NA | … | … | 0.00 | 1.84 | -0.73 | 3.34 | 0.51 | -0.23 | 0.88 |
| Standard Deviation(%) | NA | 1.14 | 8.62 | 9.27 | NA | NA | NA | … | … | NA | 6.94 | 13.17 | 5.94 | 12.62 | 13.35 | 10.10 |
| Draw Down(%) | NA | 0.00 | 17.59 | 17.59 | NA | NA | NA | … | … | 0.00 | 5.45 | 17.59 | 1.94 | 11.51 | 12.41 | 7.55 |
| Yield(%) | 0.00 | 0.00 | 2.61 | 3.06 | 1.69 | 1.12 | 0.84 | … | … | 0.00 | 1.17 | 3.98 | 3.43 | 4.48 | 1.57 | 0.78 |
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 |
|---|---|---|---|---|
| BRTTX (BMO TARGET RETIREMENT 2055 FUND CLASS R3) |
1.98%
Nov 2017 – Nov 2020 |
4.60%
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 |
|---|---|---|---|---|
| BRTTX (BMO TARGET RETIREMENT 2055 FUND CLASS R3) |
12.08%
Sep 2015 – Sep 2018 |
7.26%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart