Mit Supplemental 401(K) Plan
Performance
HelpPortfolio Return | 55.27% | 86.08% | 98.62% |
Comparable Target-Date Fund [why this comparison?] |
95.56% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$40,284 (-40.28%) | +$19,496 (+19.50%) | -$8,988 (-8.99%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 67% | 93% | 100% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 33% | 7% | - |
Total Portfolio | 100% | 100% | 100% |