Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTLX (BMO TARGET RETIREMENT 2035 FUND CLASS R6) | NA | 0.00% | 2.14% | 6.35% | NA | NA | NA | … | … |
Data as of 12/10/2020, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRTLX (BMO TARGET RETIREMENT 2035 FUND CLASS R6) | 01/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.14 | 6.35 | NA | NA | NA | … | … | 0.00 | 13.78 | -7.28 | 20.26 | 7.36 | -2.66 | 7.95 |
| Sharpe Ratio | NA | 0.00 | 0.15 | 0.64 | NA | NA | NA | … | … | 0.00 | 1.89 | -0.69 | 3.51 | 0.60 | -0.21 | 0.85 |
| Standard Deviation(%) | NA | 1.08 | 8.13 | 8.73 | NA | NA | NA | … | … | NA | 6.55 | 12.43 | 5.62 | 11.88 | 12.66 | 9.39 |
| Draw Down(%) | NA | 0.00 | 16.23 | 16.23 | NA | NA | NA | … | … | 0.00 | 5.12 | 16.23 | 1.87 | 10.70 | 11.84 | 6.98 |
| Yield(%) | 0.00 | 0.00 | 4.00 | 4.26 | 2.26 | 1.51 | 1.13 | … | … | 0.00 | 0.84 | 4.76 | 8.04 | 5.00 | 2.14 | 0.30 |
Data as of 12/10/2020, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTLX (BMO TARGET RETIREMENT 2035 FUND CLASS R6) |
2.20%
Nov 2017 – Nov 2020 |
4.92%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTLX (BMO TARGET RETIREMENT 2035 FUND CLASS R6) |
12.27%
Sep 2015 – Sep 2018 |
7.46%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart