Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRFX (BMO TARGET RETIREMENT 2020 FUND CLASS R3) | NA | 0.00% | 1.64% | 4.86% | 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 |
|---|---|---|
| BTRFX (BMO TARGET RETIREMENT 2020 FUND CLASS R3) | 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 | 1.64 | 4.86 | NA | NA | NA | … | … | 0.00 | 10.73 | -5.84 | 14.30 | 6.64 | -2.86 | 5.73 | 8.09 |
| Sharpe Ratio | NA | 0.00 | 0.13 | 0.67 | NA | NA | NA | … | … | 0.00 | 2.25 | -0.83 | 3.45 | 0.75 | -0.31 | 0.59 | 4.26 |
| Standard Deviation(%) | NA | 2.73 | 5.54 | 6.11 | NA | NA | NA | … | … | NA | 4.14 | 8.61 | 3.98 | 8.56 | 9.23 | 9.77 | 6.25 |
| Draw Down(%) | NA | 0.00 | 12.09 | 12.09 | NA | NA | NA | … | … | 0.00 | 3.01 | 12.09 | 1.33 | 7.57 | 9.41 | 5.29 | 2.01 |
| Yield(%) | 0.00 | 0.00 | 5.01 | 5.92 | 3.81 | 2.54 | 1.90 | … | … | 0.00 | 0.00 | 9.41 | 6.89 | 6.71 | 7.63 | 5.03 | 1.80 |
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 |
|---|---|---|---|---|
| BTRFX (BMO TARGET RETIREMENT 2020 FUND CLASS R3) |
1.71%
Nov 2017 – Nov 2020 |
3.35%
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 |
|---|---|---|---|---|
| BTRFX (BMO TARGET RETIREMENT 2020 FUND CLASS R3) |
8.74%
Sep 2015 – Sep 2018 |
5.61%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart