Wealthbuilder Moderate Balanced Fund Price on September 20, 2024
| WMBFX Fund | USD 10.43 0.01 0.1% |
Below is the normalized historical share price chart for Wealthbuilder Moderate Balanced 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 Moderate stands at 10.43, as last reported on the 1st of December, with the highest price reaching 10.43 and the lowest price hitting 10.43 during the day.
If you're considering investing in Wealthbuilder Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Wealthbuilder Mutual Fund to be very steady. Wealthbuilder Moderate shows Sharpe Ratio of 0.11, which attests that the fund had a 0.11% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Wealthbuilder Moderate, which you can use to evaluate the volatility of the fund. Please check out Wealthbuilder Moderate's Downside Deviation of 0.4559, market risk adjusted performance of 0.0614, and Mean Deviation of 0.2826 to validate if the risk estimate we provide is consistent with the expected return of 0.0385%.
Wealthbuilder Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Wealthbuilder |
Sharpe Ratio = 0.1097
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Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Wealthbuilder Moderate is performing at about 8% of its full potential. 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 Moderate by adding it to a well-diversified portfolio.
Wealthbuilder Moderate Valuation on September 20, 2024
It is possible to determine the worth of Wealthbuilder Moderate on a given historical date. On September 20, 2024 Wealthbuilder was worth 10.39 at the beginning of the trading date compared to the closed value of 10.39. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Wealthbuilder Moderate mutual fund. Still, in general, we apply an absolute valuation method to find Wealthbuilder Moderate'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 Moderate where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Wealthbuilder Moderate's related companies.
| Open | High | Low | Close | Volume | |
| 10.42 | 10.42 | 10.42 | 10.42 | 1.00 | |
09/20/2024 | 10.39 | 10.39 | 10.39 | 10.39 | 1.00 |
| 10.40 | 10.40 | 10.40 | 10.40 | 1.00 |
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Wealthbuilder Moderate Trading Date Momentum on September 20, 2024
| On September 23 2024 Wealthbuilder Moderate Balanced was traded for 10.40 at the closing time. The highest daily price throughout the period was 10.40 and the lowest price was 10.40 . There was no trading activity during the period 1.0. Lack of trading volume on 09/23/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 0.10% . The trading price change to current closing price is 0.29% . |
Wealthbuilder Moderate Fundamentals Correlations and Trends
By evaluating Wealthbuilder Moderate'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 Moderate'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 Moderate Mutual Fund history
Wealthbuilder Moderate 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 Moderate 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 Moderate stock prices may prove useful in developing a viable investing in Wealthbuilder Moderate
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 allocating up to 40 percent of its assets to stock funds, up to 60 percent of its assets to bond funds, up to 25 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.
Wealthbuilder Moderate Mutual Fund Technical Analysis
Wealthbuilder Moderate 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 Moderate Period Price Range
Low | December 1, 2024
| High |
0.00 | 0.00 |
Wealthbuilder Moderate Balanced 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 Moderate December 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Wealthbuilder Moderate 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 Moderate shares will generate the highest return on investment. By undertsting and applying Wealthbuilder Moderate mutual fund market strength indicators, traders can identify Wealthbuilder Moderate Balanced entry and exit signals to maximize returns
Wealthbuilder Moderate Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Wealthbuilder Moderate'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 | 0.0483 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.24) | |||
| Treynor Ratio | 0.0514 |
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Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Moderate 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 Moderate security.
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