Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRQX (BMO TARGET RETIREMENT 2040 FUND CLASS R6) | NA | 0.00% | 1.91% | 6.33% | 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 |
|---|---|---|
| BTRQX (BMO TARGET RETIREMENT 2040 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 | 1.91 | 6.33 | NA | NA | NA | … | … | 0.00 | 13.35 | -7.57 | 21.08 | 7.28 | -2.69 | 7.42 | 10.45 |
| Sharpe Ratio | NA | 0.00 | 0.12 | 0.61 | NA | NA | NA | … | … | 0.00 | 1.75 | -0.68 | 3.46 | 0.56 | -0.20 | 0.63 | 4.12 |
| Standard Deviation(%) | NA | 4.48 | 8.55 | 9.21 | NA | NA | NA | … | … | NA | 6.81 | 13.10 | 5.93 | 12.54 | 13.60 | 11.72 | 8.79 |
| Draw Down(%) | NA | 0.00 | 17.04 | 17.04 | NA | NA | NA | … | … | 0.00 | 5.37 | 17.04 | 1.90 | 11.45 | 12.51 | 7.54 | 3.01 |
| Yield(%) | 0.00 | 0.00 | 5.24 | 6.27 | 4.11 | 2.74 | 2.06 | … | … | 0.00 | 0.00 | 6.82 | 11.22 | 6.53 | 7.87 | 4.39 | 2.24 |
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 |
|---|---|---|---|---|
| BTRQX (BMO TARGET RETIREMENT 2040 FUND CLASS R6) |
1.96%
Nov 2017 – Nov 2020 |
4.65%
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 |
|---|---|---|---|---|
| BTRQX (BMO TARGET RETIREMENT 2040 FUND CLASS R6) |
12.74%
Sep 2015 – Sep 2018 |
7.53%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart