Alaska Air Group, Inc., Alaskasaver Plan
Performance
HelpPortfolio Return | 28.65% | 95.53% | 157.43% |
Comparable Target-Date Fund [why this comparison?] |
33.00% Target-Date 2020 |
68.98% Target-Date 2030 |
109.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$4,352 (-4.35%) | +$26,543 (+26.54%) | +$47,815 (+47.81%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 14% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 24% | 13% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 15% | 6% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 9% | - | - |
Dodge & Cox Stock Fund | DODGX | 9% | 10% | 10% |
PIMCO Total Return Fund Administrative Class | PTRAX | 8% | - | - |
T. Rowe Price Growth Stock Fund Advisor Class | TRSAX | 7% | 7% | 9% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 14% | 16% | - |
Vanguard Institutional Index Fund Institutional Shares | VINIX | - | 9% | 59% |
Vanguard Balanced Index Fund Institutional Shares | VBAIX | - | 25% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 14% | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | - | 14% |
Vanguard FTSE All-World ex-US Index Fund Institutional Shares | VFWSX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |