Derr

Performance

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Since: QTD9/30/2020 1 Year9/15/2020 Inception9/29/2013
Portfolio 22.10% 21.21% -0.89%
Target-Date 2020 10.72% 9.84% 76.80%
Difference +11.38% +11.37% -77.69%
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. (->)