Wealthbuilder Equity Fund Manager Performance Evaluation
| WEAFX Fund | USD 23.10 0.15 0.65% |
The entity maintains a market beta of 0.82, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wealthbuilder Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wealthbuilder Equity is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wealthbuilder Equity are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Wealthbuilder Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | The first-ever 3x levered bitcoin funds are launching in Europe next week. The timing couldnt be worse. - MarketWatch | 11/21/2025 |
2 | Gold and Silver Funds Surged. Crypto Took a Dive. - Barrons | 01/08/2026 |
| Expense Ratio Date | 1st of September 2025 | |
| Expense Ratio | 0.9900 |
Wealthbuilder |
Wealthbuilder Equity Relative Risk vs. Return Landscape
If you would invest 1,959 in Wealthbuilder Equity on October 14, 2025 and sell it today you would earn a total of 351.00 from holding Wealthbuilder Equity or generate 17.92% return on investment over 90 days. Wealthbuilder Equity is currently producing 0.2789% returns and takes up 1.6511% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Wealthbuilder, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wealthbuilder Equity Current Valuation
Undervalued
Today
Please note that Wealthbuilder Equity's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Wealthbuilder Equity maintains a prevalent Real Value of $24.59 per share. The last-minute price of the fund is $23.1. We determine the value of Wealthbuilder Equity 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wealthbuilder Mutual Fund. However, Wealthbuilder Equity'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 23.1 | Real 24.59 | Hype 23.09 | Naive 22.38 |
The intrinsic value of Wealthbuilder Equity'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 Equity'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 Equity 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 Equity more accurately as focusing exclusively on Wealthbuilder Equity's fundamentals will not take into account other important factors: Wealthbuilder Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wealthbuilder Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wealthbuilder Equity, and traders can use it to determine the average amount a Wealthbuilder Equity'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 = 0.1689
| High Returns | Best Equity | |||
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| Small Returns | WEAFX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Wealthbuilder Equity is performing at about 13% 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 Equity by adding it to a well-diversified portfolio.
Wealthbuilder Equity Fundamentals Growth
Wealthbuilder Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wealthbuilder Equity, and Wealthbuilder Equity 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 | 383.87 M | ||||
About Wealthbuilder Equity Performance
Evaluating Wealthbuilder Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wealthbuilder Equity 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 Equity 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 investing at least 80 percent of the funds net assets in equity securities. The fund is a diversified equity investment that consists of underlying funds that employ different and complementary investment styles to provide potential for growth. It may invest up to 20 percent of the funds net assets in bond or alternative-style asset classes.Things to note about Wealthbuilder Equity performance evaluation
Checking the ongoing alerts about Wealthbuilder Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wealthbuilder Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Gold and Silver Funds Surged. Crypto Took a Dive. - Barrons | |
| The fund keeps 95.76% of its net assets in stocks |
- Analyzing Wealthbuilder Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Wealthbuilder Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wealthbuilder Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wealthbuilder Equity's mutual fund. These opinions can provide insight into Wealthbuilder Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Equity 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 Equity security.
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