Lyft Fidelity 401k (11/2018)
Performance
HelpPortfolio Return | -32.49% | 10.06% | 74.81% |
Comparable Target-Date Fund [why this comparison?] |
-1.32% Target-Date 2020 |
20.09% Target-Date 2030 |
43.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$31,173 (-31.17%) | -$10,031 (-10.03%) | +$31,565 (+31.56%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 12% | 16% | 19% |
Vanguard International Value Fund Investor Shares | VTRIX | 8% | 9% | 5% |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 10% | - | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 35% | 15% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 22% | 25% | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 8% | 10% | 11% |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | 5% | 7% | 12% |
Vanguard FTSE Social Index Fund Institutional Shares | VFTNX | - | 6% | 13% |
Fidelity 500 Index | FXAIX | - | 12% | 27% |
Vanguard Total World Stock Index Fund Institutional Shares | VTWIX | - | - | 13% |
Total Portfolio | 100% | 100% | 100% |