Wealthbuilder Equity Fund Manager Performance Evaluation
| WEACX Fund | USD 22.98 0.11 0.48% |
The entity maintains a market beta of 0.58, 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 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Wealthbuilder Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of September 2025 | |
| Expense Ratio | 1.7400 |
Wealthbuilder |
Wealthbuilder Equity Relative Risk vs. Return Landscape
If you would invest 1,931 in Wealthbuilder Equity on November 5, 2025 and sell it today you would earn a total of 367.00 from holding Wealthbuilder Equity or generate 19.01% return on investment over 90 days. Wealthbuilder Equity is currently producing 0.2987% returns and takes up 1.6801% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Wealthbuilder, and 94% 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 $24.41 per share. The last-minute price of the fund is $22.98. 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 22.98 | Real 24.41 | Hype 22.98 | Naive 23.63 |
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 Target Price Odds to finish over Current Price
The tendency of Wealthbuilder Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 22.98 | 90 days | 22.98 | about 12.07 |
Based on a normal probability distribution, the odds of Wealthbuilder Equity to move above the current price in 90 days from now is about 12.07 (This Wealthbuilder Equity probability density function shows the probability of Wealthbuilder Mutual Fund to fall within a particular range of prices over 90 days) .
Wealthbuilder Equity Price Density |
| Price |
Predictive Modules for Wealthbuilder Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wealthbuilder Equity. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.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 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wealthbuilder Equity is not an exception. The market had few large corrections towards the Wealthbuilder Equity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Wealthbuilder Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wealthbuilder Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.26 | |
β | Beta against Dow Jones | 0.58 | |
σ | Overall volatility | 1.69 | |
Ir | Information ratio | 0.15 |
Wealthbuilder Equity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Wealthbuilder Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wealthbuilder Equity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 95.76% of its net assets in stocks |
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 | 47.67 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 investment seeks long-term capital appreciation with no emphasis on income. Wealthbuilder Equity is traded on NASDAQ Exchange in the United States.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.| 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.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |