Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRWX (BMO TARGET RETIREMENT 2050 FUND CLASS R3) | NA | 0.00% | 1.60% | 6.06% | 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 |
|---|---|---|
| BTRWX (BMO TARGET RETIREMENT 2050 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 | 1.60 | 6.06 | NA | NA | NA | … | … | 0.00 | 13.06 | -8.19 | 20.47 | 6.80 | -2.59 | 6.76 | 10.23 |
| Sharpe Ratio | NA | 0.00 | 0.08 | 0.57 | NA | NA | NA | … | … | 0.00 | 1.67 | -0.72 | 3.34 | 0.52 | -0.19 | 0.61 | 4.07 |
| Standard Deviation(%) | NA | 1.21 | 8.64 | 9.31 | NA | NA | NA | … | … | NA | 6.96 | 13.20 | 5.96 | 12.58 | 13.58 | 11.14 | 8.68 |
| Draw Down(%) | NA | 0.00 | 17.64 | 17.64 | NA | NA | NA | … | … | 0.00 | 5.50 | 17.64 | 2.00 | 11.46 | 12.67 | 7.56 | 3.01 |
| Yield(%) | 0.00 | 0.00 | 2.95 | 4.17 | 2.83 | 1.88 | 1.41 | … | … | 0.00 | 0.00 | 4.93 | 4.77 | 5.67 | 5.24 | 3.50 | 1.83 |
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 |
|---|---|---|---|---|
| BTRWX (BMO TARGET RETIREMENT 2050 FUND CLASS R3) |
1.62%
Nov 2017 – Nov 2020 |
4.20%
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 |
|---|---|---|---|---|
| BTRWX (BMO TARGET RETIREMENT 2050 FUND CLASS R3) |
12.43%
Sep 2015 – Sep 2018 |
7.24%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart