Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTPX (BMO TARGET RETIREMENT 2045 FUND CLASS R3) | NA | 0.00% | 1.06% | 5.60% | 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 |
|---|---|---|
| BRTPX (BMO TARGET RETIREMENT 2045 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 | 1.06 | 5.60 | NA | NA | NA | … | … | 0.00 | 11.20 | -8.12 | 20.52 | 6.85 | -3.32 | 8.84 |
| Sharpe Ratio | NA | 0.00 | 0.02 | 0.53 | NA | NA | NA | … | … | 0.00 | 1.54 | -0.71 | 3.35 | 0.52 | -0.25 | 0.88 |
| Standard Deviation(%) | NA | 2.45 | 8.51 | 9.21 | NA | NA | NA | … | … | NA | 6.35 | 13.27 | 5.96 | 12.63 | 13.50 | 10.08 |
| Draw Down(%) | NA | 0.00 | 17.50 | 17.50 | NA | NA | NA | … | … | 0.00 | 4.02 | 17.50 | 2.10 | 11.46 | 12.70 | 7.56 |
| Yield(%) | 0.00 | 0.00 | 2.95 | 3.34 | 1.78 | 1.19 | 0.89 | … | … | 0.00 | 0.78 | 3.93 | 5.17 | 4.91 | 1.33 | 0.19 |
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 |
|---|---|---|---|---|
| BRTPX (BMO TARGET RETIREMENT 2045 FUND CLASS R3) |
1.11%
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 |
|---|---|---|---|---|
| BRTPX (BMO TARGET RETIREMENT 2045 FUND CLASS R3) |
12.21%
Sep 2015 – Sep 2018 |
6.77%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart