Comparison Views
Download this View
Create a View
Quarterly Performance
Custom Time Window
|
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 |
|---|---|---|---|---|---|---|
Schwab MarketTrack Growth Portfolio
|
Moderate (6) | -0.42% | -0.42% | 15.08% | 48.48% | 49.69% |
Fidelity Asset Manager 70%
|
Moderate (6) | -0.49% | -0.49% | 13.09% | 43.23% | 45.21% |
Vanguard LifeStrategy Growth Fund
|
Moderate (6) | -1.1% | -1.1% | 12.92% | 44.86% | 47.37% |
|
Fidelity Balanced Fund
|
Moderate (6) | -1.66% | -1.66% | 10.4% | 36.79% | 39.8% |
BlackRock 80/20 Target Allocation Fund
|
Moderate (6) | -2.08% | -2.08% | 13.68% | 49.68% | 52.93% |
|
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% |
