A Performance Test for Your Self-Managed IRA or 401(k)

Using target-date funds as a benchmark can help you gauge your retirement portfolio's performance versus that of the pros.

Adam Zoll

Sep 17, 2013

Mentioned: T. Rowe Price Group Inc (TROW)

Note: This article is part of Morningstar's November 2013 Investor Starter Kit special report. This article originally appeared Sept. 17.

Question: I manage my own IRA as well as my wife's, but I'm never really sure how good of a job I'm doing. Aside from comparing the portfolios' performance against the market, is there another benchmark I can use?

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Adam Zoll does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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