Coa Trust 401(K) Plan

Performance

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Since: QTD9/30/2020 1 Year3/27/2023 Inception9/29/2014
Portfolio 46.06% 28.99% 131.91%
Target-Date 2050 15.37% 20.41% 80.39%
Difference +30.68% +8.57% +51.52%
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. (->)