New York State 529 Plan
Performance
HelpPortfolio Return | 41.94% | 73.68% | 119.06% |
Comparable Target-Date Fund [why this comparison?] |
8.58% Target-Date 2020 |
36.22% Target-Date 2030 |
67.83% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$33,361 (+33.36%) | +$37,458 (+37.46%) | +$51,222 (+51.22%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Institutional Shares | VIGIX | 10% | 12% | 14% |
Vanguard Inflation-Protected Securities Fund Institutional Shares | VIPIX | 9% | 5% | - |
Vanguard Short-Term Bond Index Fund Investor Shares | VBISX | 7% | - | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | 7% | 8% | 7% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 30% | 18% | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | 22% | 41% | 62% |
Vanguard Value Index Fund Institutional Shares | VIVIX | 15% | 16% | 17% |
Total Portfolio | 100% | 100% | 100% |