Wealthbuilder Growth Balanced Fund Manager Performance Evaluation
| WGBAX Fund | USD 13.03 0.01 0.08% |
The entity maintains a market beta of -0.0284, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wealthbuilder Growth are expected to decrease at a much lower rate. During the bear market, Wealthbuilder Growth is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wealthbuilder Growth Balanced are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic 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 1,215 in Wealthbuilder Growth Balanced on April 28, 2025 and sell it today you would earn a total of 88.00 from holding Wealthbuilder Growth Balanced or generate 7.24% return on investment over 90 days. Wealthbuilder Growth Balanced is currently producing 0.1117% returns and takes up 0.352% 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 $11.9 per share. The last-minute price of the fund is $13.03. 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 13.03 | Real 11.9 | Hype 13.03 | Naive 13.07 |
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 Balanced 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 Balanced, 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 = 0.3173
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | WGBAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.32 actual daily | 24 76% of assets perform better |
Based on monthly moving average Wealthbuilder Growth is performing at about 24% 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 | 45.84 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. It seeks to achieve the funds investment objective by allocating up to 55 percent of its assets to stock funds, up to 45 percent of its assets to bond funds, up to 25 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.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.| The fund keeps about 6.54% of its net assets in cash |
- 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.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities |