Ups Savings Plan
Performance
HelpPortfolio Return | -36.08% | -14.99% | -20.27% |
Comparable Target-Date Fund [why this comparison?] |
11.24% Target-Date 2020 |
30.74% Target-Date 2030 |
54.73% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$47,313 (-47.31%) | -$45,726 (-45.73%) | -$75,001 (-75.00%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
SPDR S&P 500 ETF Trust | SPY | 13% | 18% | 28% |
BlackRock Extended Equity Index Fund | 9% | 13% | 21% | |
BlackRock Equity Index Fund F | 16% | 30% | 51% | |
BlackRock Emerging Markets Non-US Equity Fund | 8% | 7% | - | |
BlackRock US Debt Index Fund | 30% | 11% | - | |
State Street Bank & Trust SSGA Aged Based 2060 Fund | 14% | 13% | - | |
State Street Bank & Trust Short-Term Investment Fund | 10% | 8% | - | |
Total Portfolio | 100% | 100% | 100% |