Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTUX (BMO TARGET RETIREMENT 2055 FUND CLASS R6) | NA | 0.00% | 2.12% | 6.49% | 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 |
|---|---|---|
| BRTUX (BMO TARGET RETIREMENT 2055 FUND CLASS R6) | 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 | 2.12 | 6.49 | NA | NA | NA | … | … | 0.00 | 14.06 | -7.62 | 21.15 | 7.40 | -2.40 | 9.56 |
| Sharpe Ratio | NA | 0.00 | 0.14 | 0.62 | NA | NA | NA | … | … | 0.00 | 1.82 | -0.68 | 3.49 | 0.57 | -0.18 | 0.93 |
| Standard Deviation(%) | NA | 4.56 | 8.61 | 9.23 | NA | NA | NA | … | … | NA | 6.97 | 13.14 | 5.91 | 12.50 | 13.39 | 10.26 |
| Draw Down(%) | NA | 0.00 | 17.04 | 17.04 | NA | NA | NA | … | … | 0.00 | 5.43 | 17.04 | 1.92 | 11.45 | 12.24 | 7.52 |
| Yield(%) | 0.00 | 0.00 | 2.61 | 3.26 | 1.83 | 1.22 | 0.92 | … | … | 0.00 | 0.60 | 3.94 | 4.09 | 4.99 | 2.07 | 1.02 |
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 |
|---|---|---|---|---|
| BRTUX (BMO TARGET RETIREMENT 2055 FUND CLASS R6) |
2.17%
Nov 2017 – Nov 2020 |
5.06%
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 |
|---|---|---|---|---|
| BRTUX (BMO TARGET RETIREMENT 2055 FUND CLASS R6) |
12.83%
Sep 2015 – Sep 2018 |
7.69%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart