Wealthbuilder Conservative Allocation Fund Manager Performance Evaluation
| WCAFX Fund | USD 8.90 0.01 0.11% |
The entity maintains a market beta of 0.22, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wealthbuilder Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wealthbuilder Conservative is expected to be smaller as well.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Wealthbuilder Conservative Allocation are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Wealthbuilder Conservative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 1.0400 |
Wealthbuilder |
Wealthbuilder Conservative Relative Risk vs. Return Landscape
If you would invest 886.00 in Wealthbuilder Conservative Allocation on August 30, 2024 and sell it today you would earn a total of 4.00 from holding Wealthbuilder Conservative Allocation or generate 0.45% return on investment over 90 days. Wealthbuilder Conservative Allocation is currently producing 0.0076% returns and takes up 0.2944% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Wealthbuilder, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wealthbuilder Conservative Current Valuation
Fairly Valued
Today
Please note that Wealthbuilder Conservative's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wealthbuilder Conservative maintains a prevalent Real Value of $8.89 per share. The last-minute price of the fund is $8.9. We determine the value of Wealthbuilder Conservative from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wealthbuilder Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wealthbuilder Mutual Fund. However, Wealthbuilder Conservative's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.9 | Real 8.89 | Hype 8.9 | Naive 8.91 |
The intrinsic value of Wealthbuilder Conservative's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wealthbuilder Conservative's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wealthbuilder Conservative Allocation helps investors to forecast how Wealthbuilder mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wealthbuilder Conservative more accurately as focusing exclusively on Wealthbuilder Conservative's fundamentals will not take into account other important factors: Wealthbuilder Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wealthbuilder Conservative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wealthbuilder Conservative Allocation, and traders can use it to determine the average amount a Wealthbuilder Conservative's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0257
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WCAFX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Wealthbuilder Conservative is performing at about 2% 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 Conservative by adding it to a well-diversified portfolio.
Wealthbuilder Conservative Fundamentals Growth
Wealthbuilder Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wealthbuilder Conservative, and Wealthbuilder Conservative fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wealthbuilder Mutual Fund performance.
| Total Asset | 17.15 M | |||
About Wealthbuilder Conservative Performance
Evaluating Wealthbuilder Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wealthbuilder Conservative has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wealthbuilder Conservative has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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 20 percent of its assets to stock funds, at least 65 percent and up to 85 percent of its assets to bond funds, up to 20 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.Things to note about Wealthbuilder Conservative performance evaluation
Checking the ongoing alerts about Wealthbuilder Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wealthbuilder Conservative help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Wealthbuilder Conservative keeps about 7.83% of its net assets in cash |
- Analyzing Wealthbuilder Conservative's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wealthbuilder Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Wealthbuilder Conservative's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wealthbuilder Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wealthbuilder Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wealthbuilder Conservative's mutual fund. These opinions can provide insight into Wealthbuilder Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Conservative 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 Conservative security.
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