Island Pump & Tank Corporation 401(K) Employee Savings Plan

Performance

Help
Since: QTD9/30/2020 1 Year3/27/2023 Inception9/29/2013
Portfolio 4.36% 13.09% 46.55%
Target-Date 2020 -18.84% 5.24% 29.59%
Difference +23.21% +7.85% +16.96%
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. (->)