Amerco Employee Savings & Profit Sharing Plan
Performance
HelpPortfolio Return | -5.02% | 105.13% | 172.18% |
Comparable Target-Date Fund [why this comparison?] |
42.87% Target-Date 2020 |
86.02% Target-Date 2030 |
135.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$47,884 (-47.88%) | +$19,114 (+19.11%) | +$36,828 (+36.83%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 6% | 25% | 67% |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 56% | 7% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 38% | 28% | - |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | - | 19% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 21% | 15% |
Vanguard Strategic Equity Fund Investor Shares | VSEQX | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |