My 403b
Performance
HelpPortfolio Return | 58.67% | 88.36% | 93.81% |
Comparable Target-Date Fund [why this comparison?] |
-11.09% Target-Date 2020 |
61.69% Target-Date 2030 |
86.66% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$69,761 (+69.76%) | +$26,671 (+26.67%) | +$7,147 (+7.15%) |
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% |