Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRHX (BMO TARGET RETIREMENT 2030 FUND CLASS Y) | NA | 0.00% | 1.69% | 5.63% | 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 |
|---|---|---|
| BTRHX (BMO TARGET RETIREMENT 2030 FUND CLASS Y) | 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 | 1.69 | 5.63 | NA | NA | NA | … | … | 0.00 | 12.31 | -7.18 | 18.24 | 6.90 | -2.89 | 6.63 | 9.42 |
| Sharpe Ratio | NA | 0.00 | 0.10 | 0.60 | NA | NA | NA | … | … | 0.00 | 1.81 | -0.74 | 3.41 | 0.61 | -0.25 | 0.64 | 4.05 |
| Standard Deviation(%) | NA | 0.09 | 7.52 | 8.07 | NA | NA | NA | … | … | NA | 6.03 | 11.50 | 5.19 | 10.95 | 11.53 | 10.32 | 7.96 |
| Draw Down(%) | NA | 0.00 | 15.52 | 15.52 | NA | NA | NA | … | … | 0.00 | 4.61 | 15.52 | 1.73 | 9.89 | 11.22 | 6.53 | 2.65 |
| Yield(%) | 0.00 | 0.00 | 3.85 | 4.80 | 3.20 | 2.13 | 1.60 | … | … | 0.00 | 0.00 | 6.88 | 5.74 | 5.62 | 5.78 | 3.90 | 1.99 |
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 |
|---|---|---|---|---|
| BTRHX (BMO TARGET RETIREMENT 2030 FUND CLASS Y) |
1.75%
Nov 2017 – Nov 2020 |
3.97%
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 |
|---|---|---|---|---|
| BTRHX (BMO TARGET RETIREMENT 2030 FUND CLASS Y) |
11.00%
Sep 2015 – Sep 2018 |
6.63%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart