IBM 401(k) Plus Plan

Performance

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Since: QTD9/30/2020 1 Year6/26/2021 Inception9/29/2010
Portfolio 5.20% -14.36% 168.21%
Target-Date 2030 -14.02% -25.76% 100.67%
Difference +19.22% +11.40% +67.54%
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. (->)