Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTMX (BMO TARGET RETIREMENT 2045 FUND CLASS Y) | NA | 0.00% | 1.79% | 6.15% | 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 |
|---|---|---|
| BRTMX (BMO TARGET RETIREMENT 2045 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 | 1.79 | 6.15 | NA | NA | NA | … | … | 0.00 | 13.26 | -7.87 | 20.80 | 7.12 | -3.04 | 9.12 |
| Sharpe Ratio | NA | 0.00 | 0.10 | 0.58 | NA | NA | NA | … | … | 0.00 | 1.72 | -0.70 | 3.45 | 0.55 | -0.23 | 0.91 |
| Standard Deviation(%) | NA | 1.16 | 8.58 | 9.23 | NA | NA | NA | … | … | NA | 6.90 | 13.12 | 5.87 | 12.59 | 13.45 | 10.09 |
| Draw Down(%) | NA | 0.00 | 17.28 | 17.28 | NA | NA | NA | … | … | 0.00 | 5.45 | 17.28 | 2.01 | 11.42 | 12.63 | 7.55 |
| Yield(%) | 0.00 | 0.00 | 3.26 | 3.67 | 1.95 | 1.30 | 0.98 | … | … | 0.00 | 0.00 | 3.98 | 7.11 | 5.09 | 1.69 | 0.07 |
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 |
|---|---|---|---|---|
| BRTMX (BMO TARGET RETIREMENT 2045 FUND CLASS Y) |
1.81%
Nov 2017 – Nov 2020 |
4.64%
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 |
|---|---|---|---|---|
| BRTMX (BMO TARGET RETIREMENT 2045 FUND CLASS Y) |
12.50%
Sep 2015 – Sep 2018 |
7.34%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart