Amerco Employee Savings & Profit Sharing Plan
Performance
HelpPortfolio Return | -6.16% | 102.10% | 167.91% |
Comparable Target-Date Fund [why this comparison?] |
41.34% Target-Date 2020 |
83.30% Target-Date 2030 |
130.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$47,502 (-47.50%) | +$18,797 (+18.80%) | +$37,020 (+37.02%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 6% | 25% | 67% |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 56% | 7% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 38% | 28% | - |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | - | 19% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 21% | 15% |
Vanguard Strategic Equity Fund Investor Shares | VSEQX | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |