Axinn, Veltrop & Harkrider Llp 401(K) Retirement Plan

Performance

Help
Since: QTD9/30/2020 1 Year3/27/2023 Inception9/29/2013
Portfolio 34.24% 28.00% 38.41%
Target-Date 2050 15.37% 20.41% 103.29%
Difference +18.87% +7.59% -64.88%
The returns numbers shown account for the model's periodic rebalancing.

Current Recommendations

(as of 9/30/2020)

Diversification

(as of 9/30/2020) Help

Risk profile

(as of 9/30/2020) Help

Fund's Risk

11%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)