Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRUX (BMO TARGET RETIREMENT 2050 FUND CLASS Y) | NA | 0.00% | 1.75% | 6.11% | 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 |
|---|---|---|
| BTRUX (BMO TARGET RETIREMENT 2050 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 | 1.75 | 6.11 | NA | NA | NA | … | … | 0.00 | 13.29 | -7.97 | 20.76 | 7.10 | -3.13 | 7.04 | 10.31 |
| Sharpe Ratio | NA | 0.00 | 0.10 | 0.58 | NA | NA | NA | … | … | 0.00 | 1.70 | -0.71 | 3.40 | 0.54 | -0.23 | 0.62 | 4.05 |
| Standard Deviation(%) | NA | 1.24 | 8.63 | 9.28 | NA | NA | NA | … | … | NA | 6.98 | 13.18 | 5.95 | 12.61 | 13.51 | 11.31 | 8.82 |
| Draw Down(%) | NA | 0.00 | 17.38 | 17.38 | NA | NA | NA | … | … | 0.00 | 5.51 | 17.38 | 2.00 | 11.47 | 12.66 | 7.55 | 3.01 |
| Yield(%) | 0.00 | 0.00 | 3.17 | 4.26 | 2.92 | 1.95 | 1.46 | … | … | 0.00 | 0.00 | 5.31 | 5.16 | 5.87 | 4.80 | 3.80 | 1.91 |
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 |
|---|---|---|---|---|
| BTRUX (BMO TARGET RETIREMENT 2050 FUND CLASS Y) |
1.77%
Nov 2017 – Nov 2020 |
4.30%
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 |
|---|---|---|---|---|
| BTRUX (BMO TARGET RETIREMENT 2050 FUND CLASS Y) |
12.44%
Sep 2015 – Sep 2018 |
7.31%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart