BP Employee Savings Plan
Performance
HelpPortfolio Return | -86.13% | -52.80% | -75.04% |
Comparable Target-Date Fund [why this comparison?] |
46.13% Target-Date 2020 |
91.65% Target-Date 2030 |
144.45% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$132,256 (-132.26%) | -$144,448 (-144.45%) | -$219,489 (-219.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Equity Index Growth | 11% | 17% | 31% | |
US Fixed Income | 22% | - | - | |
Equity Index Value | 16% | 21% | 38% | |
Emerging Mrkts Indx | 7% | 6% | - | |
Target Date 2025 | 26% | 32% | - | |
Target Date 2035 | 12% | 14% | - | |
Target Date Retirement | 6% | - | - | |
S&P 500 Index | - | 10% | 7% | |
Target Date 2050 | - | - | 9% | |
Target Date 2055 | - | - | 15% | |
Total Portfolio | 100% | 100% | 100% |