Wealthbuilder Equity Fund Market Value
| WEACX Fund | USD 22.87 0.24 1.04% |
| Symbol | Wealthbuilder |
Wealthbuilder Equity '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 Equity'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 Equity.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in Wealthbuilder Equity on November 5, 2025 and sell it all today you would earn a total of 0.00 from holding Wealthbuilder Equity or generate 0.0% return on investment in Wealthbuilder Equity over 90 days. Wealthbuilder Equity is related to or competes with Calamos Dynamic, Gabelli Convertible, Rational/pier, Lord Abbett, and Advent Claymore. The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds t... More
Wealthbuilder Equity 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 Equity'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 Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8917 | |||
| Information Ratio | 0.1108 | |||
| Maximum Drawdown | 13.56 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 1.17 |
Wealthbuilder Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wealthbuilder Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Wealthbuilder Equity's standard deviation. In reality, there are many statistical measures that can use Wealthbuilder Equity historical prices to predict the future Wealthbuilder Equity's volatility.| Risk Adjusted Performance | 0.1117 | |||
| Jensen Alpha | 0.2204 | |||
| Total Risk Alpha | 0.125 | |||
| Sortino Ratio | 0.2036 | |||
| Treynor Ratio | 1.51 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wealthbuilder Equity's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Wealthbuilder Equity 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 | 0.1117 | |||
| Market Risk Adjusted Performance | 1.52 | |||
| Mean Deviation | 0.7605 | |||
| Semi Deviation | 0.5609 | |||
| Downside Deviation | 0.8917 | |||
| Coefficient Of Variation | 690.62 | |||
| Standard Deviation | 1.64 | |||
| Variance | 2.69 | |||
| Information Ratio | 0.1108 | |||
| Jensen Alpha | 0.2204 | |||
| Total Risk Alpha | 0.125 | |||
| Sortino Ratio | 0.2036 | |||
| Treynor Ratio | 1.51 | |||
| Maximum Drawdown | 13.56 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 1.17 | |||
| Downside Variance | 0.7952 | |||
| Semi Variance | 0.3146 | |||
| Expected Short fall | (0.90) | |||
| Skewness | 5.46 | |||
| Kurtosis | 38.98 |
Wealthbuilder Equity Backtested Returns
Wealthbuilder Equity appears to be out of control, given 3 months investment horizon. Wealthbuilder Equity shows Sharpe Ratio of 0.17, which attests that the fund had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Wealthbuilder Equity, which you can use to evaluate the volatility of the fund. Please utilize Wealthbuilder Equity's Mean Deviation of 0.7605, market risk adjusted performance of 1.52, and Downside Deviation of 0.8917 to validate if our risk estimates are consistent with your expectations. The entity maintains a market beta of 0.15, which attests to not very significant fluctuations relative to the market. 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.
Auto-correlation | 0.21 |
Weak predictability
Wealthbuilder Equity has weak predictability. Overlapping area represents the amount of predictability between Wealthbuilder Equity 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 Equity price movement. The serial correlation of 0.21 indicates that over 21.0% of current Wealthbuilder Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.21 | |
| Spearman Rank Test | 0.44 | |
| Residual Average | 0.0 | |
| Price Variance | 0.09 |
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 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.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |