Rsim Retirement And Savings Plan

Performance

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Since: QTD9/30/2020 1 Year10/17/2020 Inception9/29/2013
Portfolio 23.90% 21.00% 100.80%
Target-Date 2030 17.32% 15.19% 97.59%
Difference +6.57% +5.81% +3.21%
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. (->)