Lyft Vanguard 401(k)
Performance
HelpPortfolio Return | -15.29% | 60.63% | 110.00% |
Comparable Target-Date Fund [why this comparison?] |
12.08% Target-Date 2020 |
41.03% Target-Date 2030 |
74.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$27,367 (-27.37%) | +$19,600 (+19.60%) | +$35,365 (+35.36%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Balanced Index Fund Investor Shares | VBINX | 34% | 50% | - |
Vanguard Growth Index Fund Investor Shares | VIGRX | 6% | 13% | 20% |
Vanguard International Value Fund Investor Shares | VTRIX | 14% | 16% | - |
Vanguard Intermediate-Term Bond Index Fund Investor Shares | VBIIX | 8% | - | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 31% | - | - |
Vanguard Value Index Fund Investor Shares | VIVAX | 7% | 7% | 10% |
Vanguard 500 Index Fund Investor Class | VFINX | - | 9% | 34% |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | - | 5% | 12% |
Vanguard Total World Stock Index Fund Institutional Shares | VTWIX | - | - | 24% |
Total Portfolio | 100% | 100% | 100% |