Sofia University TDA Plan

Performance

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Since: QTD9/30/2020 1 Year3/28/2023 Inception3/30/2015
Portfolio -85.51% -77.86% -80.52%
Target-Date 2020 -18.52% 5.66% 13.08%
Difference -66.99% -83.52% -93.60%
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

7%

(moderate)

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