Wealthbuilder Moderate Balanced Fund Technical Analysis
| WMBGX Fund | USD 11.00 0.07 0.63% |
As of the 3rd of February, Wealthbuilder Moderate maintains the Market Risk Adjusted Performance of 0.1899, downside deviation of 0.5564, and Mean Deviation of 0.3693. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wealthbuilder Moderate Balanced, as well as the relationship between them.
Wealthbuilder Moderate 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 Moderate '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 Moderate'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 Moderate.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in Wealthbuilder Moderate on November 5, 2025 and sell it all today you would earn a total of 0.00 from holding Wealthbuilder Moderate Balanced or generate 0.0% return on investment in Wealthbuilder Moderate over 90 days. Wealthbuilder Moderate is related to or competes with Ashmore Emerging, Goldman Sachs, Transamerica Emerging, Siit Emerging, Shelton Emerging, Ab All, and Pace International. The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds t... More
Wealthbuilder Moderate 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 Moderate'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 Moderate Balanced upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5564 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 2.07 | |||
| Value At Risk | (0.77) | |||
| Potential Upside | 0.7394 |
Wealthbuilder Moderate Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wealthbuilder Moderate's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Wealthbuilder Moderate's standard deviation. In reality, there are many statistical measures that can use Wealthbuilder Moderate historical prices to predict the future Wealthbuilder Moderate's volatility.| Risk Adjusted Performance | 0.0437 | |||
| Jensen Alpha | 0.0162 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.1799 |
Wealthbuilder Moderate February 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 | 0.0437 | |||
| Market Risk Adjusted Performance | 0.1899 | |||
| Mean Deviation | 0.3693 | |||
| Semi Deviation | 0.4279 | |||
| Downside Deviation | 0.5564 | |||
| Coefficient Of Variation | 1490.97 | |||
| Standard Deviation | 0.4729 | |||
| Variance | 0.2236 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | 0.0162 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.1799 | |||
| Maximum Drawdown | 2.07 | |||
| Value At Risk | (0.77) | |||
| Potential Upside | 0.7394 | |||
| Downside Variance | 0.3096 | |||
| Semi Variance | 0.1831 | |||
| Expected Short fall | (0.41) | |||
| Skewness | (0.26) | |||
| Kurtosis | (0.30) |
Wealthbuilder Moderate Backtested Returns
At this stage we consider Wealthbuilder Mutual Fund to be very steady. Wealthbuilder Moderate shows Sharpe Ratio of 0.14, which attests that the fund had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Wealthbuilder Moderate, which you can use to evaluate the volatility of the fund. Please check out Wealthbuilder Moderate's Market Risk Adjusted Performance of 0.1899, downside deviation of 0.5564, and Mean Deviation of 0.3693 to validate if the risk estimate we provide is consistent with the expected return of 0.066%. The entity maintains a market beta of 0.12, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wealthbuilder Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wealthbuilder Moderate is expected to be smaller as well.
Auto-correlation | 0.30 |
Below average predictability
Wealthbuilder Moderate Balanced has below average predictability. Overlapping area represents the amount of predictability between Wealthbuilder Moderate time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd of February 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 Moderate price movement. The serial correlation of 0.3 indicates that nearly 30.0% of current Wealthbuilder Moderate price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.3 | |
| Spearman Rank Test | 0.37 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
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.
Wealthbuilder Moderate Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Normalized Average True Range is used to analyze tradable apportunities for Wealthbuilder Moderate across different markets.
About Wealthbuilder Moderate 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 Moderate Balanced 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 Moderate Balanced based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Wealthbuilder Moderate price pattern first instead of the macroeconomic environment surrounding Wealthbuilder Moderate. By analyzing Wealthbuilder Moderate'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 Moderate'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 Moderate specific price patterns or momentum indicators. Please read more on our technical analysis page.
Wealthbuilder Moderate February 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 | 0.0437 | |||
| Market Risk Adjusted Performance | 0.1899 | |||
| Mean Deviation | 0.3693 | |||
| Semi Deviation | 0.4279 | |||
| Downside Deviation | 0.5564 | |||
| Coefficient Of Variation | 1490.97 | |||
| Standard Deviation | 0.4729 | |||
| Variance | 0.2236 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | 0.0162 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.1799 | |||
| Maximum Drawdown | 2.07 | |||
| Value At Risk | (0.77) | |||
| Potential Upside | 0.7394 | |||
| Downside Variance | 0.3096 | |||
| Semi Variance | 0.1831 | |||
| Expected Short fall | (0.41) | |||
| Skewness | (0.26) | |||
| Kurtosis | (0.30) |
Wealthbuilder Moderate February 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 | 0.99 | ||
| Day Median Price | 11.00 | ||
| Day Typical Price | 11.00 | ||
| Price Action Indicator | (0.04) |
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.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Transaction History View history of all your transactions and understand their impact on performance |