Princeton University Savings Plan (Vanguard)
Performance
HelpPortfolio Return | 48.85% | 137.17% | 267.66% |
Comparable Target-Date Fund [why this comparison?] |
59.37% Target-Date 2020 |
106.83% Target-Date 2030 |
161.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$10,522 (-10.52%) | +$30,339 (+30.34%) | +$106,407 (+106.41%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Investor Class | VFINX | 12% | 19% | 28% |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 5% | 7% | 10% |
Vanguard International Value Fund Investor Shares | VTRIX | 10% | 10% | 9% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 21% | 8% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 19% | 20% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 11% | 7% | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | 6% | 22% | 42% |
Vanguard Windsor II Fund Investor Share | VWNFX | 6% | 7% | 11% |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
Total Portfolio | 100% | 100% | 100% |