Investment Portfolio Benchmarks & Comparisons
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Quarterly Performance
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Benchmarks
A YourClams benchmark is an investment portfolio, market, cash, or any other financial vehicle that YourClams uses to compare your personal investment portfolio/s against. |
Investment Strategy | 3 Month | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|
| No Benchmark Available | Most Aggressive (10) | No Snapshots Available | ||||
| No Benchmark Available | Very Aggressive (9) | No Snapshots Available | ||||
Invesco QQQ ETF (Nasdaq)
|
Aggressive (8) | 10% | 10% | 10% | 10% | 15% |
Fidelity Index Blend 100% Stocks
|
Aggressive (8) | 7% | 7% | 7% | 7% | 7% |
Fidelity Wise Origin Bitcoin Fund (FBTC)
|
Aggressive (8) | 3% | 7% | 22% | -- | -- |
BlackRock 80/20 Target Allocation Fund Class A (BAAPX)
|
Aggressive (8) | 1% | 2% | 3% | 17% | -4% |
Cash (US Dollar)
|
Aggressive (8) | 0% | 0% | 0% | 0% | 0% |
Index Blend 85% Stocks / 15% Taxable Bonds
|
Aggressive (8) | -1.22% | -1.22% | 6.72% | 18.26% | 13.05% |
SPDR S&P 500 ETF (S&P 500)
|
Aggressive (8) | -3.5% | -3.5% | 23% | 45% | 14% |
| No Benchmark Available | Somewhat Aggressive (7) | No Snapshots Available | ||||
| No Benchmark Available | Moderately Aggressive (6) | No Snapshots Available | ||||
| No Benchmark Available | Moderately Conservative (5) | No Snapshots Available | ||||
| No Benchmark Available | Somewhat Conservative (4) | No Snapshots Available | ||||
| No Benchmark Available | Conservative (3) | No Snapshots Available | ||||
| No Benchmark Available | Very Conservative (2) | No Snapshots Available | ||||
| No Benchmark Available | Most Conservative (1) | No Snapshots Available | ||||
| No Benchmark Available | Cash (0) | No Snapshots Available | ||||
| Avg 0% | Avg 0% | Avg 0% | Avg 0% | Avg 0% | ||
