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WBGIX: WEALTHBUILDER EQUITY PORTFOLIO WEALTHBUILDER EQUITY PORTFOLIO (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/22/2000 |
| Last Dividend Date: | 12/30/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.43% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/22/2000 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.1 | 5.0 | 2.1 | 0.7 | 0.1 | -1.9 | 4.3 | 27.8 | 15.5 | -7.6 | 13.9 | 35.8 | -47.5 | -4.0 | 9.4 | 7.5 | 12.7 | 29.9 | -26.1 | -18.3 | -9.1 |
| Sharpe Ratio | NA | -0.3 | 0.32 | 0.39 | 0.05 | NA | -0.04 | 0.0 | -0.13 | 0.37 | 2.52 | 1.12 | -0.3 | 0.7 | 1.25 | -1.15 | -0.36 | 0.51 | 0.51 | 0.94 | 1.83 | -1.14 | -1.01 | -1.52 |
| Draw Down(%) | NA | 18.2 | 19.9 | 20.0 | 65.3 | NA | 65.3 | 13.3 | 13.8 | 9.0 | 6.0 | 12.5 | 24.7 | 16.3 | 27.0 | 54.3 | 14.8 | 11.5 | 7.9 | 10.6 | 15.1 | 35.9 | 32.2 | 16.4 |
| Standard Deviation(%) | NA | 17.6 | 13.9 | 16.7 | 22.4 | NA | 20.6 | 17.5 | 14.5 | 11.7 | 11.0 | 14.0 | 25.6 | 19.8 | 28.6 | 41.8 | 19.3 | 12.0 | 10.5 | 12.6 | 15.9 | 23.9 | 20.7 | 22.3 |
| Treynor Ratio | NA | -0.06 | 0.06 | 0.07 | 0.03 | NA | -0.04 | 0.0 | -0.02 | 0.07 | 0.33 | 0.18 | -0.08 | 0.14 | -3.53 | 3.05 | 0.53 | 0.96 | -2.37 | 8.75 | -2.99 | 6.2 | -10.15 | 9.43 |
| Alpha | NA | -0.04 | -0.03 | -0.03 | -0.02 | NA | 0.0 | -0.01 | -0.04 | -0.01 | -0.01 | 0.0 | -0.03 | 0.01 | 0.15 | -0.25 | -0.02 | 0.03 | 0.02 | 0.05 | 0.12 | -0.12 | -0.08 | -0.16 |
| Beta | NA | 0.87 | 0.8 | 0.88 | 0.35 | NA | 0.18 | 0.9 | 0.85 | 0.61 | 0.85 | 0.88 | 0.94 | 1.0 | -0.1 | -0.16 | -0.13 | 0.06 | -0.02 | 0.01 | -0.1 | -0.04 | 0.02 | -0.04 |
| RSquared | NA | 0.82 | 0.75 | 0.84 | 0.11 | NA | 0.04 | 0.78 | 0.89 | 0.51 | 0.87 | 0.83 | 0.95 | 0.95 | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.1 | 0.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.5 | 4.6 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -94.7 | N/A | N/A | N/A | -100.0 | -33.3 | -98.4 | -71.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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