The Savings Plan Of The Saudi Arabian Oil Company
Performance
HelpPortfolio Return | 34.62% | 117.18% | 190.88% |
Comparable Target-Date Fund [why this comparison?] |
44.76% Target-Date 2020 |
89.45% Target-Date 2030 |
141.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$10,141 (-10.14%) | +$27,728 (+27.73%) | +$49,789 (+49.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard High-Yield Corporate Fund Admiral Shares | VWEAX | 6% | - | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 7% | 10% | 15% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 14% | 32% | 56% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 19% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 26% | 35% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 15% | 6% | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 7% | 10% | 16% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 6% | 7% | 7% |
Vanguard Capital Opportunity Fund Admiral Shares | VHCAX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |