Chevron Employee Savings Investment Plan
Performance
HelpPortfolio Return | 57.91% | 144.02% | 217.85% |
Comparable Target-Date Fund [why this comparison?] |
53.22% Target-Date 2020 |
97.28% Target-Date 2030 |
147.99% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,692 (+4.69%) | +$46,738 (+46.74%) | +$69,860 (+69.86%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Investor Shares | VEXMX | 6% | 7% | 10% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 6% | 15% | 27% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 15% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 23% | 19% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 11% | 4% | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 7% | 8% | 13% |
Dodge & Cox Income Fund | DODIX | 11% | 6% | - |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | 21% | 29% | - |
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | VITPX | - | 12% | 30% |
Vanguard Total World Stock Index Fund Institutional Shares | VTWIX | - | - | 20% |
Total Portfolio | 100% | 100% | 100% |