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Performance

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Since: QTD9/30/2020 1 Year3/27/2023 Inception9/29/2013
Portfolio 15.78% 20.70% 66.68%
Target-Date 2030 -2.46% 13.76% 64.27%
Difference +18.24% +6.94% +2.41%
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. (->)