Ups Savings Plan
Performance
HelpPortfolio Return | -32.48% | -6.46% | -8.74% |
Comparable Target-Date Fund [why this comparison?] |
12.78% Target-Date 2020 |
40.50% Target-Date 2030 |
71.64% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$45,264 (-45.26%) | -$46,960 (-46.96%) | -$80,383 (-80.38%) |
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% |