The chart compares a plan’s asset-weighted volatility with that of its asset-class benchmarks over a period, using the standard deviation of monthly returns, generally over five- or seven-year periods.
This chart compares the Plan’s historical, annualized asset-weighted return of all asset-class holdings over a time period to the asset weighted returns of the Plans asset class benchmarks.
The chart compares a plan’s Veriphy Score with plans in the Veriphy Database; green and red indicate above- and below-median quartiles, and a black dot marks the plan’s score.
Mark has 35 years in the financial industry and has operated an RIA firm for 20 years. He analyzes fund managers and target date funds, speaks on investments, conducts education programs for DOL Investigators, and serves on the WEB and SBEN boards.
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