Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBGBX (WEALTHBUILDER GROWTH BALANCED PORTFOLIO WEALTHBUILDER GROWTH BALANCED PORTFOLIO) | NA | 18.10% | 3.89% | 6.68% | 2.61% | 3.50% | NA | … | … |
Data as of 02/10/2017, Common starting date is 12/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBGBX (WEALTHBUILDER GROWTH BALANCED PORTFOLIO WEALTHBUILDER GROWTH BALANCED PORTFOLIO) | 12/26/1997 | 02/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 18.10 | 3.89 | 6.68 | 2.61 | 3.50 | NA | … | … | 2.56 | 5.98 | -1.57 | 3.11 | 19.14 | 13.00 | -4.60 | 13.43 | 35.08 | -39.72 | 0.17 | 7.33 | 1.33 | 10.06 | 24.46 | -18.19 | -7.12 | 2.80 | 12.41 | 15.12 | 2.16 |
| Sharpe Ratio | NA | 2.14 | 0.43 | 0.70 | 0.12 | NA | NA | … | … | 5.05 | 0.60 | -0.17 | 0.39 | 2.15 | 1.15 | -0.23 | 0.83 | 1.53 | -1.22 | -0.19 | 0.39 | -0.09 | 0.91 | 1.83 | -1.07 | -0.54 | -0.09 | 0.90 | 0.95 | 70.45 |
| Standard Deviation(%) | NA | 8.36 | 8.86 | 9.48 | 17.49 | NA | NA | … | … | 4.98 | 9.64 | 9.43 | 7.93 | 8.91 | 11.36 | 20.51 | 16.12 | 22.90 | 33.12 | 15.15 | 10.39 | 9.35 | 10.01 | 13.00 | 18.07 | 17.79 | 13.37 | 10.21 | 12.36 | 7.07 |
| Draw Down(%) | NA | 5.13 | 14.50 | 14.50 | 55.57 | NA | NA | … | … | 0.66 | 9.04 | 9.35 | 6.43 | 4.57 | 9.93 | 20.63 | 13.73 | 22.26 | 47.67 | 10.48 | 9.03 | 6.51 | 8.14 | 12.11 | 27.27 | 21.35 | 8.96 | 6.89 | 17.04 | 0.00 |
| Yield(%) | 0.00 | 4.40 | 4.42 | 3.33 | 2.03 | 2.04 | 2.34 | … | … | 0.00 | 4.09 | 5.21 | 4.15 | 0.30 | 0.09 | 1.03 | 1.03 | 1.23 | 1.59 | 1.94 | 1.10 | 1.13 | 0.91 | 1.40 | 0.75 | 1.97 | 7.14 | 1.25 | 0.66 | 0.32 |
Data as of 02/10/2017, Common starting date is 12/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBGBX (WEALTHBUILDER GROWTH BALANCED PORTFOLIO WEALTHBUILDER GROWTH BALANCED PORTFOLIO) |
-17.74%
Feb 2006 – Feb 2009 |
-8.89%
Feb 2004 – Feb 2009 |
-3.35%
Feb 1999 – Feb 2009 |
1.77%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBGBX (WEALTHBUILDER GROWTH BALANCED PORTFOLIO WEALTHBUILDER GROWTH BALANCED PORTFOLIO) |
21.47%
Feb 2009 – Feb 2012 |
17.41%
Feb 2009 – Feb 2014 |
4.87%
Feb 2003 – Feb 2013 |
3.77%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart