Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRGX (BMO TARGET RETIREMENT 2020 FUND CLASS R6) | NA | 0.00% | 1.96% | 5.33% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 09/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTRGX (BMO TARGET RETIREMENT 2020 FUND CLASS R6) | 09/05/2013 | 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 | 1.96 | 5.33 | NA | NA | NA | … | … | 0.00 | 11.00 | -5.22 | 15.02 | 7.30 | -2.18 | 6.39 | 7.88 |
| Sharpe Ratio | NA | 0.00 | 0.19 | 0.75 | NA | NA | NA | … | … | 0.00 | 2.29 | -0.77 | 3.64 | 0.81 | -0.24 | 0.61 | 4.24 |
| Standard Deviation(%) | NA | 2.83 | 5.49 | 6.12 | NA | NA | NA | … | … | NA | 4.19 | 8.49 | 3.97 | 8.67 | 9.20 | 10.41 | 6.27 |
| Draw Down(%) | NA | 0.00 | 11.52 | 11.52 | NA | NA | NA | … | … | 0.00 | 2.91 | 11.52 | 1.33 | 7.59 | 9.29 | 5.36 | 2.01 |
| Yield(%) | 0.00 | 0.00 | 5.40 | 6.45 | 4.19 | 2.79 | 2.09 | … | … | 0.00 | 0.00 | 9.90 | 7.79 | 7.49 | 8.50 | 5.75 | 2.02 |
Data as of 12/10/2020, Common starting date is 09/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTRGX (BMO TARGET RETIREMENT 2020 FUND CLASS R6) |
2.02%
Nov 2017 – Nov 2020 |
4.01%
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 |
|---|---|---|---|---|
| BTRGX (BMO TARGET RETIREMENT 2020 FUND CLASS R6) |
9.48%
Sep 2015 – Sep 2018 |
6.13%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart