Wealthbuilder Conservative Allocation Fund Market Value
| WCCFX Fund | USD 9.38 0.01 0.11% |
| Symbol | Wealthbuilder |
Wealthbuilder Conservative 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Wealthbuilder Conservative's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Wealthbuilder Conservative.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Wealthbuilder Conservative on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Wealthbuilder Conservative Allocation or generate 0.0% return on investment in Wealthbuilder Conservative over 90 days. Wealthbuilder Conservative is related to or competes with Siit Global, Doubleline Global, Dodge Cox, Rbc Bluebay, and Tweedy Browne. The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds t... More
Wealthbuilder Conservative Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Wealthbuilder Conservative's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Wealthbuilder Conservative Allocation upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3629 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 1.43 | |||
| Value At Risk | (0.44) | |||
| Potential Upside | 0.5453 |
Wealthbuilder Conservative Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wealthbuilder Conservative's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Wealthbuilder Conservative's standard deviation. In reality, there are many statistical measures that can use Wealthbuilder Conservative historical prices to predict the future Wealthbuilder Conservative's volatility.| Risk Adjusted Performance | 0.0854 | |||
| Jensen Alpha | 0.0154 | |||
| Total Risk Alpha | 0.0046 | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.1215 |
Wealthbuilder Conservative January 29, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0854 | |||
| Market Risk Adjusted Performance | 0.1315 | |||
| Mean Deviation | 0.25 | |||
| Semi Deviation | 0.2255 | |||
| Downside Deviation | 0.3629 | |||
| Coefficient Of Variation | 748.84 | |||
| Standard Deviation | 0.3221 | |||
| Variance | 0.1037 | |||
| Information Ratio | (0.1) | |||
| Jensen Alpha | 0.0154 | |||
| Total Risk Alpha | 0.0046 | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.1215 | |||
| Maximum Drawdown | 1.43 | |||
| Value At Risk | (0.44) | |||
| Potential Upside | 0.5453 | |||
| Downside Variance | 0.1317 | |||
| Semi Variance | 0.0509 | |||
| Expected Short fall | (0.29) | |||
| Skewness | (0.33) | |||
| Kurtosis | 0.3108 |
Wealthbuilder Conservative Backtested Returns
At this stage we consider Wealthbuilder Mutual Fund to be out of control. Wealthbuilder Conservative shows Sharpe Ratio of 0.13, which attests that the fund had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Wealthbuilder Conservative, which you can use to evaluate the volatility of the fund. Please check out Wealthbuilder Conservative's Mean Deviation of 0.25, downside deviation of 0.3629, and Market Risk Adjusted Performance of 0.1315 to validate if the risk estimate we provide is consistent with the expected return of 0.0437%. The entity maintains a market beta of 0.27, 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.
Auto-correlation | 0.27 |
Poor predictability
Wealthbuilder Conservative Allocation has poor predictability. Overlapping area represents the amount of predictability between Wealthbuilder Conservative time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Wealthbuilder Conservative price movement. The serial correlation of 0.27 indicates that nearly 27.0% of current Wealthbuilder Conservative price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.27 | |
| Spearman Rank Test | 0.35 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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