Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTRLX (BMO TARGET RETIREMENT 2030 FUND CLASS R6) | NA | 0.00% | 2.26% | 6.16% | NA | NA | NA | 6.40% |
Data as of 12/10/2020, AR inception is 09/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTRLX (BMO TARGET RETIREMENT 2030 FUND CLASS R6) | 09/05/2013 | 12/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.26 | 6.16 | NA | NA | NA | 6.40 | 0.00 | 13.71 | -6.81 | 18.78 | 7.28 | -2.56 | 7.09 | 9.55 |
| Sharpe Ratio | NA | 0.00 | 0.17 | 0.67 | NA | NA | NA | 0.63 | 0.00 | 1.98 | -0.71 | 3.51 | 0.65 | -0.22 | 0.66 | 4.13 |
| Standard Deviation(%) | NA | 1.15 | 7.57 | 8.10 | NA | NA | NA | 8.99 | NA | 6.22 | 11.50 | 5.20 | 10.93 | 11.69 | 10.64 | 7.94 |
| Draw Down(%) | NA | 0.00 | 15.19 | 15.19 | NA | NA | NA | 16.11 | 0.00 | 4.60 | 15.19 | 1.73 | 9.90 | 11.11 | 6.43 | 2.65 |
| Yield(%) | 0.00 | 0.00 | 4.05 | 5.12 | 3.44 | 2.29 | 1.72 | 4.91 | 0.00 | 0.00 | 7.10 | 6.25 | 6.11 | 6.29 | 4.30 | 2.12 |
Data as of 12/10/2020, AR inception is 09/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTRLX (BMO TARGET RETIREMENT 2030 FUND CLASS R6) |
2.31%
Nov 2017 - Nov 2020 |
4.38%
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 |
|---|---|---|---|---|
| BTRLX (BMO TARGET RETIREMENT 2030 FUND CLASS R6) |
11.48%
Sep 2015 - Sep 2018 |
7.18%
Sep 2015 - Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart