Dalsin

Performance

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Since: QTD9/30/2020 1 Year10/17/2020 Inception9/29/2013
Portfolio 17.00% 14.30% 73.75%
Target-Date 2030 17.32% 15.19% 97.59%
Difference -0.33% -0.89% -23.84%
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. (->)