Wealthbuilder Conservative Allocation Fund Technical Analysis
| WCAFX Fund | USD 9.57 0.04 0.42% |
As of the 3rd of March, Wealthbuilder Conservative maintains the Mean Deviation of 0.2332, coefficient of variation of 370.47, and Market Risk Adjusted Performance of 0.3488. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wealthbuilder Conservative Allocation, as well as the relationship between them.
Wealthbuilder Conservative Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Wealthbuilder, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to WealthbuilderWealthbuilder |
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.
| 12/03/2025 |
| 03/03/2026 |
If you would invest 0.00 in Wealthbuilder Conservative on December 3, 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 Gamco Global, Nuveen Ohio, Oklahoma Municipal, Franklin High, and Intermediate-term. 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 | 0.3121 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 1.1 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.5263 |
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 | 0.1901 | |||
| Jensen Alpha | 0.0541 | |||
| Total Risk Alpha | 0.0414 | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.3388 |
Wealthbuilder Conservative March 3, 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 | 0.1901 | |||
| Market Risk Adjusted Performance | 0.3488 | |||
| Mean Deviation | 0.2332 | |||
| Downside Deviation | 0.3121 | |||
| Coefficient Of Variation | 370.47 | |||
| Standard Deviation | 0.2905 | |||
| Variance | 0.0844 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0541 | |||
| Total Risk Alpha | 0.0414 | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.3388 | |||
| Maximum Drawdown | 1.1 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.5263 | |||
| Downside Variance | 0.0974 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.28) | |||
| Skewness | (0.28) | |||
| Kurtosis | (0.29) |
Wealthbuilder Conservative Backtested Returns
At this stage we consider Wealthbuilder Mutual Fund to be very steady. Wealthbuilder Conservative shows Sharpe Ratio of 0.26, which attests that the fund had a 0.26 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Wealthbuilder Conservative, which you can use to evaluate the volatility of the fund. Please check out Wealthbuilder Conservative's Market Risk Adjusted Performance of 0.3488, coefficient of variation of 370.47, and Mean Deviation of 0.2332 to validate if the risk estimate we provide is consistent with the expected return of 0.074%. The entity maintains a market beta of 0.2, 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 | 0.87 |
Very good predictability
Wealthbuilder Conservative Allocation has very good predictability. Overlapping area represents the amount of predictability between Wealthbuilder Conservative time series from 3rd of December 2025 to 17th of January 2026 and 17th of January 2026 to 3rd of March 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 0.87 indicates that approximately 87.0% of current Wealthbuilder Conservative price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.87 | |
| Spearman Rank Test | 0.78 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Wealthbuilder Conservative 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.
Wealthbuilder Conservative Technical Analysis
The output start index for this execution was two with a total number of output elements of fifty-nine. The Normalized Average True Range is used to analyze tradable apportunities for Wealthbuilder Conservative across different markets.
About Wealthbuilder Conservative Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Wealthbuilder Conservative Allocation on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Wealthbuilder Conservative Allocation based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Wealthbuilder Conservative price pattern first instead of the macroeconomic environment surrounding Wealthbuilder Conservative. By analyzing Wealthbuilder Conservative's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Wealthbuilder Conservative's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Wealthbuilder Conservative specific price patterns or momentum indicators. Please read more on our technical analysis page.
Wealthbuilder Conservative March 3, 2026 Technical Indicators
Most technical analysis of Wealthbuilder help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Wealthbuilder from various momentum indicators to cycle indicators. When you analyze Wealthbuilder charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1901 | |||
| Market Risk Adjusted Performance | 0.3488 | |||
| Mean Deviation | 0.2332 | |||
| Downside Deviation | 0.3121 | |||
| Coefficient Of Variation | 370.47 | |||
| Standard Deviation | 0.2905 | |||
| Variance | 0.0844 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0541 | |||
| Total Risk Alpha | 0.0414 | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.3388 | |||
| Maximum Drawdown | 1.1 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.5263 | |||
| Downside Variance | 0.0974 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.28) | |||
| Skewness | (0.28) | |||
| Kurtosis | (0.29) |
Wealthbuilder Conservative March 3, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Wealthbuilder stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 9.57 | ||
| Day Typical Price | 9.57 | ||
| Price Action Indicator | (0.02) |
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.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |