United Parcel Service TWU 401K
Performance
HelpPortfolio Return | 3.21% | 96.93% | 147.23% |
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) |
-$62,846 (-62.85%) | +$35,863 (+35.86%) | +$48,295 (+48.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Balanced Index Fund Admiral Shares | VBIAX | 25% | 29% | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 13% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 33% | 10% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 29% | - | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | 5% | 16% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 18% | 13% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 13% | - |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | - | 10% | - |
Fidelity 500 Index | FXAIX | - | 15% | 71% |
Total Portfolio | 100% | 100% | 100% |