United Parcel Service TWU 401K
Performance
HelpPortfolio Return | 4.96% | 101.47% | 154.16% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$25,154 (-25.15%) | +$36,260 (+36.26%) | +$49,403 (+49.40%) |
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% |