The Auto Club Group Tax Deferred Savings Plan
Performance
HelpPortfolio Return | 51.96% | 92.07% | 177.17% |
Comparable Target-Date Fund [why this comparison?] |
66.05% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$14,094 (-14.09%) | +$31,007 (+31.01%) | +$78,232 (+78.23%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | 25% | 26% | 8% |
Vanguard 500 Index Fund Investor Class | VFINX | 8% | 29% | 75% |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 14% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 40% | 38% | - |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 13% | - | - |
Vanguard Small Capitalization Index Fund Investor Shares | NAESX | - | 7% | 17% |
Total Portfolio | 100% | 100% | 100% |