Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRZX (BMO TARGET RETIREMENT 2050 FUND CLASS R6) | NA | 0.00% | 1.96% | 6.27% | 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 |
|---|---|---|
| BTRZX (BMO TARGET RETIREMENT 2050 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 | 1.96 | 6.27 | NA | NA | NA | … | … | 0.00 | 13.55 | -7.62 | 21.30 | 7.48 | -3.36 | 7.40 | 10.44 |
| Sharpe Ratio | NA | 0.00 | 0.12 | 0.60 | NA | NA | NA | … | … | 0.00 | 1.74 | -0.68 | 3.51 | 0.58 | -0.25 | 0.64 | 4.13 |
| Standard Deviation(%) | NA | 1.15 | 8.63 | 9.26 | NA | NA | NA | … | … | NA | 6.99 | 13.18 | 5.92 | 12.59 | 13.45 | 11.59 | 8.76 |
| Draw Down(%) | NA | 0.00 | 17.06 | 17.06 | NA | NA | NA | … | … | 0.00 | 5.41 | 17.06 | 2.00 | 11.47 | 12.47 | 7.52 | 3.01 |
| Yield(%) | 0.00 | 0.00 | 3.31 | 4.41 | 3.07 | 2.05 | 1.53 | … | … | 0.00 | 0.00 | 5.36 | 5.67 | 6.47 | 4.56 | 4.19 | 2.03 |
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 |
|---|---|---|---|---|
| BTRZX (BMO TARGET RETIREMENT 2050 FUND CLASS R6) |
2.01%
Nov 2017 – Nov 2020 |
4.57%
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 |
|---|---|---|---|---|
| BTRZX (BMO TARGET RETIREMENT 2050 FUND CLASS R6) |
12.63%
Sep 2015 – Sep 2018 |
7.48%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart