Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTRYX (BMO IN-RETIREMENT FUND CLASS Y) | NA | 0.00% | 1.49% | 3.80% | 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 |
|---|---|---|
| BTRYX (BMO IN-RETIREMENT 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 | 1.49 | 3.80 | NA | NA | NA | … | … | 0.00 | 8.33 | -3.97 | 9.50 | 6.05 | -2.09 | 5.24 | 5.84 |
| Sharpe Ratio | NA | 0.00 | 0.16 | 0.82 | NA | NA | NA | … | … | 0.00 | 2.73 | -1.07 | 3.42 | 1.09 | -0.37 | 1.18 | 4.27 |
| Standard Deviation(%) | NA | 0.12 | 3.23 | 3.70 | NA | NA | NA | … | … | NA | 2.53 | 4.94 | 2.60 | 5.32 | 5.72 | 4.44 | 4.52 |
| Draw Down(%) | NA | 0.00 | 7.54 | 7.54 | NA | NA | NA | … | … | 0.00 | 1.43 | 7.54 | 1.10 | 4.56 | 6.58 | 3.44 | 1.36 |
| Yield(%) | 0.00 | 0.00 | 5.20 | 6.39 | 4.16 | 2.77 | 2.08 | … | … | 0.00 | 0.00 | 8.34 | 8.55 | 8.09 | 9.54 | 7.90 | 1.45 |
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 |
|---|---|---|---|---|
| BTRYX (BMO IN-RETIREMENT FUND CLASS Y) |
1.53%
Nov 2017 – Nov 2020 |
2.82%
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 |
|---|---|---|---|---|
| BTRYX (BMO IN-RETIREMENT FUND CLASS Y) |
6.11%
Feb 2016 – Feb 2019 |
4.23%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart