Wealthbuilder Moderate Balanced Fund Price History

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 30th of November, with the highest price reaching 10.43 and the lowest price hitting 10.43 during the day.
 
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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 0.4532, market risk adjusted performance of 0.5176, and Mean Deviation of 0.2887 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.

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 Mutual Fund Price History Chart

There are several ways to analyze Wealthbuilder Moderate Balanced Fund price data. The simplest method is using a basic Wealthbuilder candlestick price chart, which shows Wealthbuilder Moderate price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest PriceSeptember 27, 202410.43
Lowest PriceSeptember 6, 202410.13

Wealthbuilder Moderate November 30, 2024 Mutual Fund Price Synopsis

Various analyses of Wealthbuilder Moderate's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Wealthbuilder Mutual Fund. It can be used to describe the percentage change in the price of Wealthbuilder Moderate from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Wealthbuilder Mutual Fund.
Wealthbuilder Moderate Price Rate Of Daily Change 1.00 

Wealthbuilder Moderate November 30, 2024 Mutual Fund Price Analysis

When benchmark price declines in a down market, there may be an uptick in Wealthbuilder Moderate Balanced Fund price where buyers come in believing the asset is cheap or selling overdone. The opposite is true when the market is bullish. You can use Wealthbuilder Moderate intraday prices and daily technical indicators to check the level of noise trading in Wealthbuilder Moderate Balanced Fund and then apply it to test your longer-term investment strategies against Wealthbuilder.

Wealthbuilder Mutual Fund Price History Data

The price series of Wealthbuilder Moderate for the period between Sun, Sep 1, 2024 and Sat, Nov 30, 2024 has a statistical range of 0.3 with a coefficient of variation of 0.75. The daily prices for the period are distributed with arithmetic mean of 10.33. The median price for the last 90 days is 10.34. The company paid out dividends to its shareholders on 24th of September 2021.
OpenHighLowCloseVolume
11/30/2024
 10.43  10.43  10.43  10.43 
11/29/2024 10.43  10.43  10.43  10.43  1.00 
11/27/2024 10.43  10.43  10.43  10.43  1.00 
11/26/2024 10.43  10.43  10.43  10.43  1.00 
11/25/2024 10.42  10.42  10.42  10.42  1.00 
11/22/2024 10.37  10.37  10.37  10.37  1.00 
11/21/2024 10.34  10.34  10.34  10.34  1.00 
11/20/2024 10.31  10.31  10.31  10.31  1.00 
11/19/2024 10.31  10.31  10.31  10.31  1.00 
11/18/2024 10.29  10.29  10.29  10.29  1.00 
11/15/2024 10.27  10.27  10.27  10.27  1.00 
11/14/2024 10.32  10.32  10.32  10.32  1.00 
11/13/2024 10.35  10.35  10.35  10.35  1.00 
11/12/2024 10.36  10.36  10.36  10.36  1.00 
11/11/2024 10.42  10.42  10.42  10.42  1.00 
11/08/2024 10.41  10.41  10.41  10.41  1.00 
11/07/2024 10.40  10.40  10.40  10.40  1.00 
11/06/2024 10.32  10.32  10.32  10.32  1.00 
11/05/2024 10.26  10.26  10.26  10.26  1.00 
11/04/2024 10.20  10.20  10.20  10.20  1.00 
11/01/2024 10.19  10.19  10.19  10.19  1.00 
10/31/2024 10.18  10.18  10.18  10.18  1.00 
10/30/2024 10.28  10.28  10.28  10.28  1.00 
10/29/2024 10.31  10.31  10.31  10.31  1.00 
10/28/2024 10.30  10.30  10.30  10.30  1.00 
10/25/2024 10.30  10.30  10.30  10.30  1.00 
10/24/2024 10.31  10.31  10.31  10.31  1.00 
10/23/2024 10.29  10.29  10.29  10.29  1.00 
10/22/2024 10.35  10.35  10.35  10.35  1.00 
10/21/2024 10.37  10.37  10.37  10.37  1.00 
10/18/2024 10.43  10.43  10.43  10.43  1.00 
10/17/2024 10.40  10.40  10.40  10.40  1.00 
10/16/2024 10.41  10.41  10.41  10.41  1.00 
10/15/2024 10.38  10.38  10.38  10.38  1.00 
10/14/2024 10.41  10.41  10.41  10.41  1.00 
10/11/2024 10.38  10.38  10.38  10.38  1.00 
10/10/2024 10.34  10.34  10.34  10.34  1.00 
10/09/2024 10.35  10.35  10.35  10.35  1.00 
10/08/2024 10.33  10.33  10.33  10.33  1.00 
10/07/2024 10.30  10.30  10.30  10.30  1.00 
10/04/2024 10.35  10.35  10.35  10.35  1.00 
10/03/2024 10.35  10.35  10.35  10.35  1.00 
10/02/2024 10.38  10.38  10.38  10.38  1.00 
10/01/2024 10.40  10.40  10.40  10.40  1.00 
09/30/2024 10.42  10.42  10.42  10.42  1.00 
09/27/2024 10.43  10.43  10.43  10.43  1.00 
09/26/2024 10.42  10.42  10.42  10.42  1.00 
09/25/2024 10.39  10.39  10.39  10.39  1.00 
09/24/2024 10.42  10.42  10.42  10.42  1.00 
09/23/2024 10.40  10.40  10.40  10.40  1.00 
09/20/2024 10.39  10.39  10.39  10.39  1.00 
09/19/2024 10.42  10.42  10.42  10.42  1.00 
09/18/2024 10.33  10.33  10.33  10.33  1.00 
09/17/2024 10.36  10.36  10.36  10.36  1.00 
09/16/2024 10.36  10.36  10.36  10.36  1.00 
09/13/2024 10.33  10.33  10.33  10.33  1.00 
09/12/2024 10.29  10.29  10.29  10.29  1.00 
09/11/2024 10.25  10.25  10.25  10.25  1.00 
09/10/2024 10.20  10.20  10.20  10.20  1.00 
09/09/2024 10.18  10.18  10.18  10.18  1.00 
09/06/2024 10.13  10.13  10.13  10.13  1.00 

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.
A focus of Wealthbuilder Moderate technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Wealthbuilder Moderate trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...

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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.

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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