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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. |
Quarter | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|
BlackRock 80/20 Target Allocation Fund
|
Moderate (6) | 3.44% | 19.31% | 19.31% | 59.26% | 62.22% |
Fidelity Asset Manager 70%
|
Moderate (6) | 3.04% | 16.62% | 16.62% | 49.85% | 51.79% |
Schwab MarketTrack Growth Portfolio
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Moderate (6) | 3.04% | 18.83% | 18.83% | 55.9% | 57.42% |
Fidelity Balanced Fund
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Moderate (6) | 2.94% | 14.71% | 14.71% | 44.21% | 46.75% |
Vanguard LifeStrategy Growth Fund
|
Moderate (6) | 2.77% | 17.25% | 17.25% | 52.63% | 54.9% |
BlackRock 80/20 Target Allocation Fund
|
Moderate (6) | 2.41% | 16.98% | 16.98% | 48.86% | 46.68% |
| Avg 0% | Avg 0% | Avg 0% | Avg 0% | Avg 0% |
