We Have Updated Our Website!

June 16, 2024 · General

We have significantly updated our website to match the features and functionality of our sister site, TSP Coach.

New features -

Updates to mutual fund prices and MFC performance throughout the month. Due to the nature of mutual funds, they will be delayed by two to three days.
You can change your password.
You can add another email.
You can choose to be notified when I post my newsletter.
You can generate a receipt.
Better handling of my posts - no more images, but direct text.
Historical postings back to 2021. I did not create posts in 2020. If you want to know my allocation percentage during that year, let me know.
Updated FAQ and Customer QA sections.
New subscribers will be automatically directed to a registration page. If you aren't you can manually register using our login button and clicking register. You will need your PayPal ID to complete your registration.
If your payment has failed, you will automatically receive a notification from us alerting you about the payment failure.
And many other bugs and fixes!

As with most software upgrades, there will be bugs (see here for where that term comes from). If you have an account and you cannot access it, please email me at info@myfundscoach.com. However, I may not respond to your emails and your issues until the end of the month when I collect all the errors and fix them before the monthly allocation posting.

Thank you to all of my subscribers. I am honored you have chosen my site for news and information. I will continue to iterate on my website features and on my investment strategies to provide you with the best service. Keep investing!

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.

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.

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.

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.

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