Health Equity HSA
Performance
HelpPortfolio Return | 18.77% | 44.69% | 85.80% |
Comparable Target-Date Fund [why this comparison?] |
5.40% Target-Date 2020 |
30.93% Target-Date 2030 |
59.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,367 (+13.37%) | +$13,760 (+13.76%) | +$25,881 (+25.88%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Institutional Shares | VIGIX | 10% | 13% | 18% |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 13% | - | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 14% | 20% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 14% | - | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 9% | 12% | 19% |
Vanguard Wellesley Income Fund Admiral Shares | VWIAX | 10% | 6% | - |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 14% | 9% | - |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | 7% | 10% | 18% |
Vanguard Total International Stock Index Fund Institutional Plus Shares | VTPSX | 9% | 7% | 9% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 12% | 36% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 11% | - |
Total Portfolio | 100% | 100% | 100% |