Wealthbuilder Growth Allocation Fund Manager Performance Evaluation
| WGAFX Fund | USD 13.31 0.02 0.15% |
The entity maintains a market beta of 0.39, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wealthbuilder Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wealthbuilder Growth is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wealthbuilder Growth Allocation are ranked lower than 26 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Wealthbuilder Growth may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 1.0400 |
Wealthbuilder |
Wealthbuilder Growth Relative Risk vs. Return Landscape
If you would invest 1,227 in Wealthbuilder Growth Allocation on April 27, 2025 and sell it today you would earn a total of 104.00 from holding Wealthbuilder Growth Allocation or generate 8.48% return on investment over 90 days. Wealthbuilder Growth Allocation is currently producing 0.1321% returns and takes up 0.3987% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Wealthbuilder, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wealthbuilder Growth Current Valuation
Overvalued
Today
Please note that Wealthbuilder Growth's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Wealthbuilder Growth maintains a prevalent Real Value of $12.14 per share. The last-minute price of the fund is $13.31. We determine the value of Wealthbuilder Growth 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wealthbuilder Mutual Fund. However, Wealthbuilder Growth'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 13.31 | Real 12.14 | Hype 13.31 | Naive 13.32 |
The intrinsic value of Wealthbuilder Growth'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 Growth'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 Growth Allocation 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 Growth more accurately as focusing exclusively on Wealthbuilder Growth's fundamentals will not take into account other important factors: Wealthbuilder Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wealthbuilder Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wealthbuilder Growth Allocation, and traders can use it to determine the average amount a Wealthbuilder Growth'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 = 0.3314
| Best Portfolio | Best Equity | |||
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| Cash | WGAFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 26 74% of assets perform better |
Based on monthly moving average Wealthbuilder Growth is performing at about 26% 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 Growth by adding it to a well-diversified portfolio.
Wealthbuilder Growth Fundamentals Growth
Wealthbuilder Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wealthbuilder Growth, and Wealthbuilder Growth 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 | 26.5 M | ||||
About Wealthbuilder Growth Performance
Evaluating Wealthbuilder Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wealthbuilder Growth 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 Growth 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. WealthBuilder Growth is traded on NASDAQ Exchange in the United States.Things to note about Wealthbuilder Growth performance evaluation
Checking the ongoing alerts about Wealthbuilder Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wealthbuilder Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Wealthbuilder Growth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wealthbuilder Growth's mutual fund performance include:- Analyzing Wealthbuilder Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Wealthbuilder Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wealthbuilder Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wealthbuilder Growth's mutual fund. These opinions can provide insight into Wealthbuilder Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Growth 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 Growth security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |