Poet Biorefining - Gowrie 401(K) Plan

Performance

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Since: QTD9/30/2020 1 Year3/28/2023 Inception6/29/2017
Portfolio 16.87% 18.71% -14.43%
Target-Date 2030 -1.90% 14.40% 24.95%
Difference +18.78% +4.30% -39.37%
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. (->)