Performance Update Issue

May 13, 2025 · Special

We are experiencing an issue with our shareprice update. We are working on a fix by the end of the month.

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

Browse monthly posts by year, or return to current allocations.

Choose a plan under PayPal or under Card (Square). Both options stay visible.

Pay with PayPal

$7/mo

Monthly

Flexible month-to-month

Best value · save ~29%

$60/yr

Yearly

One payment per year

Pay with card (Square)

Best value · save ~29%

First name

Last name

Email address

Card details

Secure payment by PayPal or Square.
After payment, you will be redirected to create your login.

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.

Menu