Wealthbuilder Conservative Allocation Fund Price on November 22, 2023
| WCAFX Fund | USD 9.02 0.02 0.22% |
Below is the normalized historical share price chart for Wealthbuilder Conservative Allocation extending back to February 13, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Wealthbuilder Conservative stands at 9.02, as last reported on the 21st of September, with the highest price reaching 9.02 and the lowest price hitting 9.02 during the day.
If you're considering investing in Wealthbuilder Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Wealthbuilder Mutual Fund to be very steady. Wealthbuilder Conservative shows Sharpe Ratio of 0.16, which attests that the fund had a 0.16% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Wealthbuilder Conservative, which you can use to evaluate the volatility of the fund. Please check out Wealthbuilder Conservative's Mean Deviation of 0.3031, market risk adjusted performance of 0.1684, and Downside Deviation of 0.4311 to validate if the risk estimate we provide is consistent with the expected return of 0.0626%.
Wealthbuilder Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Wealthbuilder |
Sharpe Ratio = 0.1615
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| Cash | WCAFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.39 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Wealthbuilder Conservative is performing at about 12% 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 Conservative by adding it to a well-diversified portfolio.
Wealthbuilder Conservative Valuation on November 22, 2023
It is possible to determine the worth of Wealthbuilder Conservative on a given historical date. On November 22, 2023 Wealthbuilder was worth 8.17 at the beginning of the trading date compared to the closed value of 8.17. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Wealthbuilder Conservative mutual fund. Still, in general, we apply an absolute valuation method to find Wealthbuilder Conservative's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Wealthbuilder Conservative where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Wealthbuilder Conservative's related companies.
| Open | High | Low | Close | Volume | |
| 8.17 | 8.17 | 8.17 | 8.17 | 1.00 | |
11/22/2023 | 8.17 | 8.17 | 8.17 | 8.17 | 1.00 |
| 8.15 | 8.15 | 8.15 | 8.15 | 1.00 |
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Wealthbuilder Conservative Trading Date Momentum on November 22, 2023
| On November 24 2023 Wealthbuilder Conservative Allocation was traded for 8.15 at the closing time. The highest daily price throughout the period was 8.15 and the lowest price was 8.15 . There was no trading activity during the period 1.0. Lack of trading volume on 11/24/2023 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.24% . The trading price change to current closing price is 0.61% . |
Wealthbuilder Conservative Fundamentals Correlations and Trends
By evaluating Wealthbuilder Conservative's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Wealthbuilder Conservative's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Wealthbuilder financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Wealthbuilder Conservative Mutual Fund history
Wealthbuilder Conservative investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Wealthbuilder is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Wealthbuilder Conservative will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Wealthbuilder Conservative stock prices may prove useful in developing a viable investing in Wealthbuilder Conservative
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 20 percent of its assets to stock funds, up to 85 percent of its assets to bond funds, up to 20 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.
Wealthbuilder Conservative Mutual Fund Technical Analysis
Wealthbuilder Conservative technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Wealthbuilder Conservative Period Price Range
Low | September 21, 2024
| High |
0.00 | 0.00 |
Wealthbuilder Conservative Allocation cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Wealthbuilder Conservative September 21, 2024 Market Strength
Market strength indicators help investors to evaluate how Wealthbuilder Conservative mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Wealthbuilder Conservative shares will generate the highest return on investment. By undertsting and applying Wealthbuilder Conservative mutual fund market strength indicators, traders can identify Wealthbuilder Conservative Allocation entry and exit signals to maximize returns
Wealthbuilder Conservative Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Wealthbuilder Conservative's price direction in advance. Along with the technical and fundamental analysis of Wealthbuilder Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Wealthbuilder to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1173 | |||
| Jensen Alpha | 0.0141 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.15) | |||
| Treynor Ratio | 0.1584 |
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Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Conservative 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 Conservative security.
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