Mastercard Savings Plan

Performance

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Since: QTD9/30/2020 1 Year3/27/2023 Inception6/29/2017
Portfolio -60.18% -58.43% -50.53%
Target-Date 2030 -2.46% 13.76% 24.24%
Difference -57.72% -72.19% -74.77%
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. (->)