Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRTX (BMO IN-RETIREMENT FUND CLASS R6) | NA | 0.00% | 1.68% | 4.08% | 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 |
|---|---|---|
| BTRTX (BMO IN-RETIREMENT 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 | 1.68 | 4.08 | NA | NA | NA | … | … | 0.00 | 8.45 | -3.64 | 9.96 | 6.45 | -1.63 | 5.65 | 5.97 |
| Sharpe Ratio | NA | 0.00 | 0.22 | 0.90 | NA | NA | NA | … | … | 0.00 | 2.84 | -1.01 | 3.79 | 1.15 | -0.29 | 1.27 | 4.30 |
| Standard Deviation(%) | NA | 0.63 | 3.20 | 3.69 | NA | NA | NA | … | … | NA | 2.48 | 4.92 | 2.47 | 5.40 | 5.72 | 4.42 | 4.60 |
| Draw Down(%) | NA | 0.00 | 7.23 | 7.23 | NA | NA | NA | … | … | 0.00 | 1.31 | 7.23 | 0.99 | 4.56 | 6.48 | 3.43 | 1.26 |
| Yield(%) | 0.00 | 0.00 | 5.33 | 6.64 | 4.35 | 2.90 | 2.18 | … | … | 0.00 | 0.00 | 8.36 | 9.00 | 8.61 | 10.09 | 8.31 | 1.58 |
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 |
|---|---|---|---|---|
| BTRTX (BMO IN-RETIREMENT FUND CLASS R6) |
1.71%
Nov 2017 – Nov 2020 |
3.23%
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 |
|---|---|---|---|---|
| BTRTX (BMO IN-RETIREMENT FUND CLASS R6) |
6.55%
Feb 2016 – Feb 2019 |
4.52%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart