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Quarterly Performance
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Benchmarks & Portfolios
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
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. |
3 Month | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|
iShares Russell 1000 Value ETF
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Moderately Aggressive (8) | 3.78% | 19.26% | 19.26% | 68.12% | 86.33% |
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iShares Russell 3000 ETF
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Moderately Aggressive (8) | 3.59% | 25.32% | 25.32% | 97.55% | 115.03% |
Betterment Core Portfolio
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Moderately Aggressive (8) | 3.25% | 20.56% | 20.56% | 66.77% | 65.47% |
Schwab MarketTrack All Equity Portfolio
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Moderately Aggressive (8) | 2.93% | 26.5% | 26.5% | 104.56% | 119.42% |
State Street SPDR S&P 500 ETF Trust
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Moderately Aggressive (8) | 2.65% | 17.37% | 17.37% | 84.75% | 95.25% |
| Avg 0% | Avg 0% | Avg 0% | Avg 0% | Avg 0% |
