SAP AG
Performance
HelpPortfolio Return | 47.80% | 162.34% | 295.11% |
Comparable Target-Date Fund [why this comparison?] |
72.12% Target-Date 2020 |
128.20% Target-Date 2030 |
192.04% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$24,326 (-24.33%) | +$34,136 (+34.14%) | +$103,076 (+103.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Investor Shares | VEXMX | 6% | 9% | 14% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 13% | 25% | 47% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 25% | 9% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 26% | 21% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 15% | 6% | - |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | 7% | 9% | 9% |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 8% | 15% | 22% |
Vanguard Growth Index Fund Investor Shares | VIGRX | - | 6% | 8% |
Total Portfolio | 100% | 100% | 100% |