Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRRX (BMO IN-RETIREMENT FUND CLASS R3) | NA | 0.00% | 1.46% | 3.71% | 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 |
|---|---|---|
| BTRRX (BMO IN-RETIREMENT 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 | 1.46 | 3.71 | NA | NA | NA | … | … | 0.00 | 8.57 | -4.18 | 9.10 | 5.84 | -2.31 | 4.39 | 5.76 |
| Sharpe Ratio | NA | 0.00 | 0.15 | 0.79 | NA | NA | NA | … | … | 0.00 | 2.84 | -1.09 | 3.44 | 1.04 | -0.42 | 0.39 | 4.21 |
| Standard Deviation(%) | NA | 0.54 | 3.28 | 3.72 | NA | NA | NA | … | … | NA | 2.52 | 5.05 | 2.47 | 5.41 | 5.61 | 11.30 | 4.51 |
| Draw Down(%) | NA | 0.00 | 7.83 | 7.83 | NA | NA | NA | … | … | 0.00 | 1.31 | 7.83 | 0.99 | 4.55 | 6.77 | 7.29 | 1.26 |
| Yield(%) | 0.00 | 0.00 | 5.08 | 6.20 | 4.01 | 2.67 | 2.00 | … | … | 0.00 | 0.00 | 8.29 | 8.17 | 7.65 | 9.21 | 7.51 | 1.37 |
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 |
|---|---|---|---|---|
| BTRRX (BMO IN-RETIREMENT FUND CLASS R3) |
1.53%
Nov 2017 – Nov 2020 |
2.45%
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 |
|---|---|---|---|---|
| BTRRX (BMO IN-RETIREMENT FUND CLASS R3) |
5.87%
Feb 2016 – Feb 2019 |
4.11%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart