Wealthbuilder Equity Fund Price on January 3, 2025
| WEACX Fund | USD 21.29 0.21 1.00% |
Below is the normalized historical share price chart for Wealthbuilder Equity extending back to February 13, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Wealthbuilder Equity stands at 21.29, as last reported on the 22nd of January, with the highest price reaching 21.29 and the lowest price hitting 21.29 during the day.
If you're considering investing in Wealthbuilder Mutual Fund, it is important to understand the factors that can impact its price. Wealthbuilder Equity shows Sharpe Ratio of -0.0529, which attests that the fund had a -0.0529 % return per unit of risk over the last 3 months. Wealthbuilder Equity exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Wealthbuilder Equity's Mean Deviation of 0.6774, standard deviation of 1.08, and Market Risk Adjusted Performance of (0.14) to validate the risk estimate we provide.
Wealthbuilder Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Wealthbuilder |
Sharpe Ratio = -0.0529
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| Negative Returns | WEACX |
Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wealthbuilder Equity is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wealthbuilder Equity by adding Wealthbuilder Equity to a well-diversified portfolio.
Wealthbuilder Equity Valuation on January 3, 2025
It is possible to determine the worth of Wealthbuilder Equity on a given historical date. On January 3, 2025 Wealthbuilder was worth 20.89 at the beginning of the trading date compared to the closed value of 20.89. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Wealthbuilder Equity mutual fund. Still, in general, we apply an absolute valuation method to find Wealthbuilder Equity's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Wealthbuilder Equity where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Wealthbuilder Equity's related companies.
| Open | High | Low | Close | Volume | |
| 20.66 | 20.66 | 20.66 | 20.66 | 1.00 | |
01/03/2025 | 20.89 | 20.89 | 20.89 | 20.89 | 1.00 |
| 21.01 | 21.01 | 21.01 | 21.01 | 1.00 |
| Backtest Wealthbuilder Equity | | | Wealthbuilder Equity History | | | Wealthbuilder Equity Valuation | Previous | Next |
Wealthbuilder Equity Trading Date Momentum on January 3, 2025
| On January 06 2025 Wealthbuilder Equity was traded for 21.01 at the closing time. The highest daily price throughout the period was 21.01 and the lowest price was 21.01 . There was no trading activity during the period 1.0. Lack of trading volume on 01/06/2025 added to the next day price jump. The trading price change to closing price of the next trading day was 0.57% . The trading price change to current closing price is 2.06% . |
Wealthbuilder Equity Fundamentals Correlations and Trends
By evaluating Wealthbuilder Equity's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Wealthbuilder Equity's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Wealthbuilder financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Wealthbuilder Equity Mutual Fund history
Wealthbuilder Equity investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Wealthbuilder is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Wealthbuilder Equity will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Wealthbuilder Equity stock prices may prove useful in developing a viable investing in Wealthbuilder Equity
The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. It seeks to achieve the funds investment objective by investing at least 80 percent of the funds net assets in equity securities. The fund is a diversified equity investment that consists of underlying funds that employ different and complementary investment styles to provide potential for growth. It may invest up to 20 percent of the funds net assets in bond or alternative-style asset classes.
Wealthbuilder Equity Mutual Fund Technical Analysis
Wealthbuilder Equity technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Wealthbuilder Equity Period Price Range
Low | January 22, 2025
| High |
0.00 | 0.00 |
Wealthbuilder Equity cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Wealthbuilder Equity January 22, 2025 Market Strength
Market strength indicators help investors to evaluate how Wealthbuilder Equity mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Wealthbuilder Equity shares will generate the highest return on investment. By undertsting and applying Wealthbuilder Equity mutual fund market strength indicators, traders can identify Wealthbuilder Equity entry and exit signals to maximize returns
Wealthbuilder Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Wealthbuilder Equity's price direction in advance. Along with the technical and fundamental analysis of Wealthbuilder Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Wealthbuilder to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | (0.05) | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.10) | |||
| Treynor Ratio | (0.15) |
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| Math Transform | ||
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| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Equity financial ratios help investors to determine whether Wealthbuilder Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wealthbuilder with respect to the benefits of owning Wealthbuilder Equity security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |