Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGBFX (WealthBuilder Growth Balanced Fund C) | 6.33% | 16.13% | 11.91% | 5.12% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGBFX (WealthBuilder Growth Balanced Fund C) | 01/04/2017 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.60 | 16.13 | 11.91 | 5.12 | NA | NA | NA | … | … | 6.33 | 13.79 | 9.11 | 12.04 | -16.38 | 11.63 | 14.87 | 16.97 | -7.24 | 13.52 |
| Sharpe Ratio | NA | 2.08 | 1.17 | 0.36 | NA | NA | NA | … | … | 2.43 | 1.18 | 0.65 | 1.05 | -1.48 | 1.52 | 1.00 | 2.39 | -0.93 | 2.94 |
| Standard Deviation(%) | NA | 8.68 | 8.78 | 9.30 | NA | NA | NA | … | … | 9.29 | 9.27 | 8.42 | 8.07 | 12.04 | 7.63 | 14.52 | 6.49 | 9.30 | 4.43 |
| Draw Down(%) | NA | 4.99 | 8.25 | 21.06 | NA | NA | NA | … | … | 4.99 | 7.81 | 5.72 | 7.54 | 20.60 | 3.33 | 18.22 | 3.29 | 12.82 | 1.51 |
| Yield(%) | 0.00 | 7.95 | 4.23 | 5.06 | 6.23 | 4.16 | 3.12 | … | … | 0.00 | 8.28 | 3.02 | 0.20 | 5.12 | 11.63 | 10.45 | 1.03 | 11.23 | 13.17 |
Data as of 06/10/2026, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGBFX (WealthBuilder Growth Balanced Fund C) |
0.03%
Apr 2021 – Apr 2024 |
2.74%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGBFX (WealthBuilder Growth Balanced Fund C) |
14.47%
Dec 2018 – Dec 2021 |
7.68%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart