Stratford Schools 401(K) Plan

Performance

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Since: QTD9/30/2020 1 Year3/27/2023 Inception6/29/2015
Portfolio -2.04% 15.42% 18.15%
Target-Date 2020 -18.84% 5.24% 13.29%
Difference +16.81% +10.18% +4.86%
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. (->)