Health Equity HSA
Performance
HelpPortfolio Return | 18.34% | 44.18% | 85.23% |
Comparable Target-Date Fund [why this comparison?] |
5.59% Target-Date 2020 |
31.37% Target-Date 2030 |
60.73% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,743 (+12.74%) | +$12,810 (+12.81%) | +$24,498 (+24.50%) |
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% |