Vanguard RollOver IRA
Performance
HelpPortfolio Return | 20.70% | 51.30% | 41.83% |
Comparable Target-Date Fund [why this comparison?] |
50.58% Target-Date 2020 |
97.78% Target-Date 2030 |
151.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$29,885 (-29.89%) | -$46,483 (-46.48%) | -$110,047 (-110.05%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | 7% | 9% | 28% |
Vanguard Inflation-Protected Securities Fund Admiral Shares | VAIPX | 5% | - | - |
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | VFIDX | 16% | - | - |
Vanguard Short-Term Investment-Grade Fund Admiral Shares | VFSUX | 16% | 11% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | 56% | 72% | 40% |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | - | 8% | 32% |
Total Portfolio | 100% | 100% | 100% |