My 403b
Performance
HelpPortfolio Return | 60.34% | 89.86% | 95.20% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$30,751 (+30.75%) | +$25,588 (+25.59%) | -$8,094 (-8.09%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard LifeStrategy Conservative Growth Fund Investor Shares | VSCGX | 39% | 12% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 50% | 88% | 100% |
Fidelity Investment Grade Bond Fund | FBNDX | 11% | - | - |
Total Portfolio | 100% | 100% | 100% |