My 403b
Performance
HelpPortfolio Return | 56.85% | 85.83% | 91.11% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$29,324 (+29.32%) | +$24,764 (+24.76%) | -$7,826 (-7.83%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard LifeStrategy Conservative Growth Fund Investor Shares | VSCGX | 39% | 12% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 50% | 88% | 100% |
Fidelity Investment Grade Bond Fund | FBNDX | 11% | - | - |
Total Portfolio | 100% | 100% | 100% |