May 2022

Allocation Percentages for May 2022

This content is for subscribers only. Please subscribe if you would like to see our investment strategies over the last 12 months.


MUTUAL FUND QUOTES

USAA
Date USIBX USAAX USCAX USIFX
2024-11-15 9.12 41.23 14.53 27.52
2024-11-14 9.12 42.09 14.75 27.63
Daily Change 0%-2.04%-1.49%-0.4%
Month to Date -0.65%4.35%4.46%-2.1%
Year to Date -0.72%29.09%9.58%5.89%
Fidelity
Date FCBFX FOCPX FDVLX FWWFX
2024-11-15 10.48 21.03 16.34 39.65
2024-11-14 10.49 21.56 16.42 40.11
Daily Change -0.1%-2.46%-0.49%-1.15%
Month to Date -0.66%2.64%3.61%1.69%
Year to Date 0.16%14.98%13.79%27.45%
Vanguard
Date VBLAX VIGAX VSGAX VFSAX
2024-11-15 10.62 204.73 98.58 28.88
2024-11-14 10.65 208.94 100.15 28.98
Daily Change -0.28%-2.01%-1.57%-0.35%
Month to Date -1.58%3.83%5.1%-2.6%
Year to Date -5.57%27.96%14.45%1.69%
MFC Coach