US Bank
Performance
HelpPortfolio Return | 1.55% | 58.15% | 93.98% |
Comparable Target-Date Fund [why this comparison?] |
7.64% Target-Date 2020 |
33.89% Target-Date 2030 |
63.46% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$6,094 (-6.09%) | +$24,256 (+24.26%) | +$30,520 (+30.52%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 8% | 27% | 66% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 21% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 23% | 20% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 12% | - | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 13% | 8% | - |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | 7% | 10% | 21% |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | 16% | 19% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 7% | 13% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 9% | - |
Total Portfolio | 100% | 100% | 100% |