Jetblue Airways Retirement Plan
Performance
HelpPortfolio Return | 5.62% | 67.74% | 130.90% |
Comparable Target-Date Fund [why this comparison?] |
27.00% Target-Date 2020 |
60.31% Target-Date 2030 |
97.90% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$21,386 (-21.39%) | +$7,432 (+7.43%) | +$33,005 (+33.00%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement Trust Plus 2015 | 22% | 5% | - | |
Vanguard Target Retirement Trust Plus 2025 | 24% | 21% | - | |
Vanguard Target Retirement Trust Plus 2030 | 10% | - | - | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 13% | 6% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 9% | 13% | 16% |
T. Rowe Price Small/Mid Cap Value | 12% | 12% | 8% | |
Vanguard Target Retirement Trust Plus 2065 | 10% | 22% | - | |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 15% | 48% |
T. Rowe Price Equity Income Fund | PRFDX | - | 6% | 11% |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | - | 11% |
Vanguard Developed Markets Index Instl | VTMNX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |