Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRDX (BMO TARGET RETIREMENT 2020 FUND CLASS Y) | NA | 0.00% | 1.63% | 4.97% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 09/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTRDX (BMO TARGET RETIREMENT 2020 FUND CLASS Y) | 09/03/2013 | 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 | 1.63 | 4.97 | NA | NA | NA | … | … | 0.00 | 10.32 | -5.54 | 14.55 | 6.93 | -2.67 | 6.03 | 8.18 |
| Sharpe Ratio | NA | 0.00 | 0.13 | 0.69 | NA | NA | NA | … | … | 0.00 | 2.14 | -0.80 | 3.51 | 0.78 | -0.30 | 0.59 | 4.22 |
| Standard Deviation(%) | NA | 0.10 | 5.51 | 6.10 | NA | NA | NA | … | … | NA | 4.16 | 8.55 | 3.98 | 8.60 | 9.15 | 10.11 | 6.39 |
| Draw Down(%) | NA | 0.00 | 11.84 | 11.84 | NA | NA | NA | … | … | 0.00 | 2.92 | 11.84 | 1.33 | 7.59 | 9.32 | 5.28 | 2.01 |
| Yield(%) | 0.00 | 0.00 | 5.23 | 6.18 | 3.99 | 2.66 | 1.99 | … | … | 0.00 | 0.00 | 9.75 | 7.34 | 7.00 | 8.00 | 5.35 | 1.89 |
Data as of 12/10/2020, Common starting date is 09/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTRDX (BMO TARGET RETIREMENT 2020 FUND CLASS Y) |
1.69%
Nov 2017 – Nov 2020 |
3.61%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTRDX (BMO TARGET RETIREMENT 2020 FUND CLASS Y) |
9.02%
Sep 2015 – Sep 2018 |
5.72%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart