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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. |
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Investment Strategy
The Investor Type refers to...Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. |
Quarter | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|
SWHGX Schwab MarketTrack Growth Portfolio™
|
Moderate (6) | -0.42% | -0.42% | 15.08% | 48.48% | 49.69% | |
FASGX Fidelity Asset Manager® 70%
|
Moderate (6) | -0.49% | -0.49% | 13.09% | 43.23% | 45.21% | |
VASGX Vanguard LifeStrategy Growth Fund
|
Moderate (6) | -1.1% | -1.1% | 12.92% | 44.86% | 47.37% | |
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FBALX Fidelity® Balanced Fund
|
Moderate (6) | -1.66% | -1.66% | 10.4% | 36.79% | 39.8% | |
BIAPX BlackRock 80/20 Target Allocation Fund
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Moderate (6) | -2.08% | -2.08% | 13.68% | 49.68% | 52.93% | |
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BAAPX BlackRock 80/20 Target Allocation Fund
|
Moderate (6) | -2.2% | -2.2% | 16.57% | 40.56% | 40.49% | |
| Avg 0% | Avg 0% | Avg 0% | Avg 0% | Avg 0% |
