Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRMX (BMO TARGET RETIREMENT 2040 FUND CLASS Y) | NA | 0.00% | 1.73% | 6.05% | 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 |
|---|---|---|
| BTRMX (BMO TARGET RETIREMENT 2040 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 | 1.73 | 6.05 | NA | NA | NA | … | … | 0.00 | 13.15 | -7.93 | 20.63 | 6.91 | -3.16 | 7.04 | 10.32 |
| Sharpe Ratio | NA | 0.00 | 0.09 | 0.57 | NA | NA | NA | … | … | 0.00 | 1.70 | -0.71 | 3.40 | 0.53 | -0.23 | 0.61 | 4.09 |
| Standard Deviation(%) | NA | 1.16 | 8.59 | 9.22 | NA | NA | NA | … | … | NA | 6.92 | 13.14 | 5.91 | 12.51 | 13.58 | 11.48 | 8.73 |
| Draw Down(%) | NA | 0.00 | 17.29 | 17.29 | NA | NA | NA | … | … | 0.00 | 5.38 | 17.29 | 1.98 | 11.45 | 12.70 | 7.48 | 3.01 |
| Yield(%) | 0.00 | 0.00 | 5.07 | 6.00 | 3.89 | 2.59 | 1.95 | … | … | 0.00 | 0.00 | 6.71 | 10.68 | 6.04 | 7.39 | 3.99 | 2.11 |
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 |
|---|---|---|---|---|
| BTRMX (BMO TARGET RETIREMENT 2040 FUND CLASS Y) |
1.76%
Nov 2017 – Nov 2020 |
4.24%
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 |
|---|---|---|---|---|
| BTRMX (BMO TARGET RETIREMENT 2040 FUND CLASS Y) |
12.30%
Sep 2015 – Sep 2018 |
7.23%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart