Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTIX (BMO TARGET RETIREMENT 2035 FUND CLASS Y) | NA | 0.00% | 1.82% | 5.92% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 12/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRTIX (BMO TARGET RETIREMENT 2035 FUND CLASS Y) | 12/31/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.82 | 5.92 | NA | NA | NA | … | … | 0.00 | 12.93 | -7.65 | 19.68 | 6.97 | -3.06 | 6.61 | 0.00 |
| Sharpe Ratio | NA | 0.00 | 0.10 | 0.59 | NA | NA | NA | … | … | 0.00 | 1.74 | -0.72 | 3.36 | 0.56 | -0.25 | 0.71 | NA |
| Standard Deviation(%) | NA | 0.19 | 8.16 | 8.78 | NA | NA | NA | … | … | NA | 6.62 | 12.46 | 5.70 | 11.98 | 12.45 | 9.31 | 0.00 |
| Draw Down(%) | NA | 0.00 | 16.54 | 16.54 | NA | NA | NA | … | … | 0.00 | 5.08 | 16.54 | 1.88 | 10.73 | 11.97 | 7.08 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 3.65 | 3.86 | 2.01 | 1.34 | 1.00 | … | … | 0.00 | 0.00 | 4.78 | 7.52 | 4.60 | 1.83 | 0.13 | 0.00 |
Data as of 12/10/2020, Common starting date is 12/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTIX (BMO TARGET RETIREMENT 2035 FUND CLASS Y) |
1.93%
Nov 2017 – Nov 2020 |
4.56%
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 |
|---|---|---|---|---|
| BRTIX (BMO TARGET RETIREMENT 2035 FUND CLASS Y) |
11.33%
Feb 2016 – Feb 2019 |
6.65%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart