HSVEST

Performance

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Since: QTD9/30/2020 1 Year3/27/2023 Inception3/30/2017
Portfolio 2.84% 11.65% 31.34%
Target-Date 2020 -18.52% 5.66% 4.49%
Difference +21.36% +5.99% +26.85%
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

6%

(moderate)

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