My 403b
Performance
HelpPortfolio Return | 55.83% | 84.19% | 89.31% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
58.79% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$29,530 (+29.53%) | +$25,399 (+25.40%) | -$5,789 (-5.79%) |
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% |