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 |
|---|---|---|---|---|---|---|
Index Blend 85% Stocks / 15% Taxable Bonds
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Aggressive (8) | 22% | 12% | 16% | 25% | 28% |
BlackRock 80/20 Target Allocation Fund Class A (BAAPX)
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Aggressive (8) | 8% | 12.5% | 16% | 19% | 22% |
| Avg 0% | Avg 0% | Avg 0% | Avg 0% | Avg 0% |
