Monthly allocation

AI, Dollar, and Shutdowns

November 30, 2025 · Monthly Allocation

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Mutual fund quotes

Latest stored share prices for context with this post. Scroll sideways on small screens.

USAA

Date	USIBX	USAAX	USCAX	USIFX
2026-08-27	9.08	42.57	17.18	35.62
2026-08-26	9.08	41.82	17.14	35.76
Daily Change	0%	1.79%	0.23%	-0.39%
Month to Date	0.55%	5.79%	2.94%	2.5%
Year to Date	-2.47%	4.72%	27.73%	16.25%

Fidelity

Date	FCBFX	FOCPX	FDVLX	FWWFX
2026-08-27	10.46	30.91	17.42	42.53
2026-08-26	10.46	30.34	17.49	42.33
Daily Change	0%	1.88%	-0.4%	0.47%
Month to Date	0.38%	6.4%	1.22%	1.55%
Year to Date	-2.88%	27.31%	26.42%	17.16%

Vanguard

Date	VBLAX	VIGAX	VSGAX	VFSAX
2026-08-27	10.08	274.58	126.15	40.00
2026-08-26	10.09	269.83	125.26	39.71
Daily Change	-0.1%	1.76%	0.71%	0.73%
Month to Date	1.1%	4.36%	5.41%	7.87%
Year to Date	-4.64%	9.33%	18.87%	12.99%

Allocation history

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USAA Mutual Funds — Risk

Year¹	MF Coach	USIBX	USAAX	USCAX	USIFX
2020	6.53%	2.41%	6.90%	10.47%	7.77%
2021	2.59%	0.71%	3.68%	3.58%	2.77%
2022	7.37%	2.12%	7.39%	7.09%	6.50%
2023	4.86%	2.20%	5.36%	6.44%	4.50%
2024	5.00%	1.50%	4.94%	6.40%	3.65%
2025	3.83%	0.77%	5.54%	4.46%	3.49%
2026	5.48%	1.01%	5.80%	4.86%	4.51%
As of:	08/27/2026
¹Risk = standard deviation of monthly returns for the calendar year (percent). History starts 2020. MF Coach uses allocation-weighted sleeves. Lower is less volatile.

Fidelity Mutual Funds — Risk

Year¹	MF Coach	FCBFX	FOCPX	FDVLX	FWWFX
2020	7.10%	3.13%	7.62%	11.42%	7.02%
2021	3.26%	1.12%	3.39%	4.14%	3.03%
2022	7.81%	2.98%	6.82%	7.74%	6.17%
2023	5.43%	2.86%	4.67%	6.53%	4.22%
2024	3.77%	1.67%	4.63%	7.58%	6.01%
2025	5.02%	0.83%	4.83%	4.13%	5.28%
2026	5.81%	1.14%	7.70%	4.57%	6.71%
As of:	08/27/2026
¹Risk = standard deviation of monthly returns for the calendar year (percent). History starts 2020. MF Coach uses allocation-weighted sleeves. Lower is less volatile.

Vanguard Mutual Funds — Risk

Year¹	MF Coach	VBLAX	VIGAX	VSGAX	VFSAX
2020	7.04%	3.17%	7.46%	9.08%	9.01%
2021	3.08%	2.56%	3.67%	3.57%	2.82%
2022	7.28%	4.54%	7.51%	7.07%	6.33%
2023	4.90%	5.18%	5.10%	6.68%	4.88%
2024	4.04%	3.08%	3.49%	5.61%	3.09%
2025	3.21%	1.90%	4.44%	4.14%	2.30%
2026	6.41%	2.31%	6.43%	5.55%	6.08%
As of:	08/27/2026
¹Risk = standard deviation of monthly returns for the calendar year (percent). History starts 2020. MF Coach uses allocation-weighted sleeves. Lower is less volatile.

Risk is the standard deviation of monthly returns for each calendar year (percent). MF Coach uses allocation-weighted sleeves within each family (USAA, Fidelity, Vanguard). Lower values mean less volatility over that year. These tables use stored mutual-fund prices in our database—not delayed ETF market proxies on the homepage strip.

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