Pathfinder Services Retirement Plan

Performance

Help
Since: QTD9/30/2020 1 Year3/27/2023 Inception12/30/2014
Portfolio 2.78% 15.47% 49.72%
Target-Date 2030 -1.90% 14.40% 44.79%
Difference +4.69% +1.06% +4.93%
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

9%

(moderate)

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