The Consolidated Edison Thrift Savings Plan
Performance
HelpPortfolio Return | -64.04% | -47.75% | 73.62% |
Comparable Target-Date Fund [why this comparison?] |
-5.02% Target-Date 2020 |
14.77% Target-Date 2030 |
35.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$59,015 (-59.01%) | -$62,520 (-62.52%) | +$38,040 (+38.04%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 9% | 27% | 70% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | 6% | 10% | 20% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 8% | - | - |
Western Asset Core Plus Bond Fund Class I | WACPX | 7% | - | - |
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares | VITVX | 25% | 13% | - |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 23% | 22% | - |
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | 22% | 28% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |