Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRKX (BMO TARGET RETIREMENT 2030 FUND CLASS R3) | NA | 0.00% | 1.81% | 5.59% | 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 |
|---|---|---|
| BTRKX (BMO TARGET RETIREMENT 2030 FUND CLASS R3) | 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 | 1.81 | 5.59 | NA | NA | NA | … | … | 0.00 | 12.95 | -7.42 | 17.97 | 6.62 | -3.17 | 6.42 | 9.35 |
| Sharpe Ratio | NA | 0.00 | 0.12 | 0.60 | NA | NA | NA | … | … | 0.00 | 1.93 | -0.76 | 3.40 | 0.59 | -0.28 | 0.64 | 4.07 |
| Standard Deviation(%) | NA | 0.76 | 7.50 | 8.04 | NA | NA | NA | … | … | NA | 5.98 | 11.49 | 5.12 | 10.91 | 11.50 | 10.08 | 7.87 |
| Draw Down(%) | NA | 0.00 | 15.64 | 15.64 | NA | NA | NA | … | … | 0.00 | 4.67 | 15.64 | 1.82 | 9.98 | 11.31 | 6.55 | 2.65 |
| Yield(%) | 0.00 | 0.00 | 3.60 | 4.52 | 3.01 | 2.00 | 1.50 | … | … | 0.00 | 0.00 | 6.44 | 5.29 | 5.35 | 5.49 | 3.58 | 1.92 |
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 |
|---|---|---|---|---|
| BTRKX (BMO TARGET RETIREMENT 2030 FUND CLASS R3) |
1.84%
Nov 2017 – Nov 2020 |
3.71%
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 |
|---|---|---|---|---|
| BTRKX (BMO TARGET RETIREMENT 2030 FUND CLASS R3) |
10.75%
Sep 2015 – Sep 2018 |
6.59%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart