Wealthbuilder Growth Allocation Fund Market Value
| WGCFX Fund | USD 13.77 0.07 0.51% |
| Symbol | Wealthbuilder |
Wealthbuilder Growth '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 Growth'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 Growth.
| 10/24/2025 |
| 01/22/2026 |
If you would invest 0.00 in Wealthbuilder Growth on October 24, 2025 and sell it all today you would earn a total of 0.00 from holding Wealthbuilder Growth Allocation or generate 0.0% return on investment in Wealthbuilder Growth over 90 days. Wealthbuilder Growth is related to or competes with Short-term Government, Jhancock Mgd, Oklahoma Municipal, Intermediate-term, Gamco Global, Bbh Intermediate, and Ishares Municipal. The investment seeks capital appreciation with a secondary emphasis on current income More
Wealthbuilder Growth 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 Growth'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 Growth Allocation upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6798 | |||
| Information Ratio | 0.0521 | |||
| Maximum Drawdown | 6.63 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.03 |
Wealthbuilder Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wealthbuilder Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Wealthbuilder Growth's standard deviation. In reality, there are many statistical measures that can use Wealthbuilder Growth historical prices to predict the future Wealthbuilder Growth's volatility.| Risk Adjusted Performance | 0.1233 | |||
| Jensen Alpha | 0.0927 | |||
| Total Risk Alpha | 0.0242 | |||
| Sortino Ratio | 0.0712 | |||
| Treynor Ratio | 0.2695 |
Wealthbuilder Growth January 22, 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 | 0.1233 | |||
| Market Risk Adjusted Performance | 0.2795 | |||
| Mean Deviation | 0.5608 | |||
| Semi Deviation | 0.432 | |||
| Downside Deviation | 0.6798 | |||
| Coefficient Of Variation | 609.08 | |||
| Standard Deviation | 0.9285 | |||
| Variance | 0.8621 | |||
| Information Ratio | 0.0521 | |||
| Jensen Alpha | 0.0927 | |||
| Total Risk Alpha | 0.0242 | |||
| Sortino Ratio | 0.0712 | |||
| Treynor Ratio | 0.2695 | |||
| Maximum Drawdown | 6.63 | |||
| Value At Risk | (1.09) | |||
| Potential Upside | 1.03 | |||
| Downside Variance | 0.4621 | |||
| Semi Variance | 0.1866 | |||
| Expected Short fall | (0.68) | |||
| Skewness | 3.14 | |||
| Kurtosis | 18.38 |
Wealthbuilder Growth Backtested Returns
At this stage we consider Wealthbuilder Mutual Fund to be very steady. Wealthbuilder Growth shows Sharpe Ratio of 0.16, which attests that the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Wealthbuilder Growth, which you can use to evaluate the volatility of the fund. Please check out Wealthbuilder Growth's Mean Deviation of 0.5608, downside deviation of 0.6798, and Market Risk Adjusted Performance of 0.2795 to validate if the risk estimate we provide is consistent with the expected return of 0.15%. The entity maintains a market beta of 0.53, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wealthbuilder Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wealthbuilder Growth is expected to be smaller as well.
Auto-correlation | -0.43 |
Modest reverse predictability
Wealthbuilder Growth Allocation has modest reverse predictability. Overlapping area represents the amount of predictability between Wealthbuilder Growth time series from 24th of October 2025 to 8th of December 2025 and 8th of December 2025 to 22nd 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 Growth price movement. The serial correlation of -0.43 indicates that just about 43.0% of current Wealthbuilder Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.43 | |
| Spearman Rank Test | -0.2 | |
| Residual Average | 0.0 | |
| Price Variance | 0.21 |
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 Growth 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 Growth security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
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