Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTEX (BMO TARGET RETIREMENT 2025 FUND CLASS Y) | NA | 0.00% | 1.72% | 5.33% | 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 |
|---|---|---|
| BRTEX (BMO TARGET RETIREMENT 2025 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 | 1.72 | 5.33 | NA | NA | NA | … | … | 0.00 | 11.59 | -6.49 | 16.64 | 6.74 | -2.65 | 8.15 |
| Sharpe Ratio | NA | 0.00 | 0.12 | 0.63 | NA | NA | NA | … | … | 0.00 | 1.87 | -0.76 | 3.42 | 0.65 | -0.25 | 1.02 |
| Standard Deviation(%) | NA | 0.17 | 6.72 | 7.29 | NA | NA | NA | … | … | NA | 5.44 | 10.25 | 4.70 | 10.01 | 10.49 | 7.97 |
| Draw Down(%) | NA | 0.00 | 14.04 | 14.04 | NA | NA | NA | … | … | 0.00 | 4.04 | 14.04 | 1.63 | 9.06 | 10.30 | 5.93 |
| Yield(%) | 0.00 | 0.00 | 2.33 | 2.82 | 1.53 | 1.02 | 0.76 | … | … | 0.00 | 0.00 | 4.20 | 3.28 | 3.55 | 2.52 | 0.51 |
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 |
|---|---|---|---|---|
| BRTEX (BMO TARGET RETIREMENT 2025 FUND CLASS Y) |
1.75%
Nov 2017 – Nov 2020 |
4.06%
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 |
|---|---|---|---|---|
| BRTEX (BMO TARGET RETIREMENT 2025 FUND CLASS Y) |
10.11%
Sep 2015 – Sep 2018 |
6.24%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart