Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRIX (BMO IN-RETIREMENT FUND CLASS I) | 0.30% | 5.88% | 4.35% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTRIX (BMO IN-RETIREMENT FUND CLASS I) | 04/12/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 5.88 | 4.35 | NA | NA | NA | NA | … | … | 0.30 | 7.56 | 2.54 | 5.16 | -5.40 |
| Sharpe Ratio | NA | 0.79 | 0.20 | NA | NA | NA | NA | … | … | -0.42 | 1.10 | -0.20 | 0.20 | -1.12 |
| Standard Deviation(%) | NA | 3.92 | 5.43 | NA | NA | NA | NA | … | … | 4.30 | 4.27 | 5.32 | 7.69 | 8.37 |
| Draw Down(%) | NA | 2.77 | 6.80 | NA | NA | NA | NA | … | … | 2.77 | 2.60 | 3.60 | 7.54 | 10.02 |
| Yield(%) | 0.00 | 4.93 | 5.16 | 3.45 | 1.73 | 1.15 | 0.86 | … | … | 1.81 | 4.97 | 6.19 | 3.47 | 2.08 |
Data as of 06/10/2026, Common starting date is 04/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTRIX (BMO IN-RETIREMENT FUND CLASS I) |
1.67%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTRIX (BMO IN-RETIREMENT FUND CLASS I) |
6.14%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart