Stanford Contributory Retirement Plan Acct. 56118
Performance
HelpPortfolio Return | 22.89% | 104.40% | 210.59% |
Comparable Target-Date Fund [why this comparison?] |
44.84% Target-Date 2020 |
87.20% Target-Date 2030 |
135.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$21,943 (-21.94%) | +$17,206 (+17.21%) | +$75,238 (+75.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 7% | 10% | 20% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 9% | 28% | 70% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 21% | 9% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 25% | 20% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 16% | 11% | - |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 12% | - | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 10% | 12% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 10% | - |
Vanguard FTSE All-World ex-US Index Fund Institutional Shares | VFWSX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |