Rsim Retirement And Savings Plan

Performance

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Since: QTD9/30/2020 1 Year3/27/2023 Inception9/29/2013
Portfolio -4.11% 14.97% 43.70%
Target-Date 2020 -18.84% 5.24% 29.59%
Difference +14.74% +9.73% +14.11%
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. (->)