Wealthbuilder Mutual Fund Market Value

WEACX -  USA Fund  

USD 22.96  0.56  2.50%

Wealthbuilder Equity's market value is the price at which a share of Wealthbuilder Equity stock trades on a public exchange. It measures the collective expectations of Wealthbuilder Equity investors about the entity's future performance. With this module, you can estimate the performance of a buy and hold strategy of Wealthbuilder Equity and determine expected loss or profit from investing in Wealthbuilder Equity over a given investment horizon. Check out Wealthbuilder Equity Hype Analysis, Wealthbuilder Equity Correlation, Portfolio Optimization, Wealthbuilder Equity Volatility, as well as analyze Wealthbuilder Equity Alpha and Beta and Wealthbuilder Equity Performance.
Symbol
Backtest

Please note, there is a significant difference between Wealthbuilder Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine Wealthbuilder Equity value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wealthbuilder Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Wealthbuilder Equity 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Wealthbuilder Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Wealthbuilder Equity.
0.00
04/26/2021
No Change 0.00  0.0 
In 3 months and 1 day
07/25/2021
0.00
If you would invest  0.00  in Wealthbuilder Equity on April 26, 2021 and sell it all today you would earn a total of 0.00 from holding Wealthbuilder Equity or generate 0.0% return on investment in Wealthbuilder Equity over 90 days. Wealthbuilder Equity is related to or competes with Jpmorgan Investor, Nationwide Investor, Invesco Oppenheimer, and Great-West Aggressive. The investment seeks long-term capital appreciation with no emphasis on income

Wealthbuilder Equity Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Wealthbuilder Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Wealthbuilder Equity upside and downside potential and time the market with a certain degree of confidence.

Wealthbuilder Equity Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Wealthbuilder Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Wealthbuilder Equity's standard deviation. In reality, there are many statistical measures that can use Wealthbuilder Equity historical prices to predict the future Wealthbuilder Equity's volatility.
Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Wealthbuilder Equity's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of Wealthbuilder Equity in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
22.2422.9623.68
Details
Intrinsic
Valuation
LowReal ValueHigh
20.8721.5925.26
Details
Naive
Forecast
LowNext ValueHigh
22.1122.8323.56
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
22.5222.9323.34
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Wealthbuilder Equity. Your research has to be compared to or analyzed against Wealthbuilder Equity's peers to derive any actionable benefits. When done correctly, Wealthbuilder Equity's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in Wealthbuilder Equity.

Wealthbuilder Equity Backtested Returns

We consider Wealthbuilder Equity very steady. Wealthbuilder Equity shows Sharpe Ratio of 0.0548, which attests that the fund had 0.0548% of return per unit of risk over the last 3 months. Our standpoint towards determining the volatility of a fund is to use all available market data together with fund-specific technical indicators that cannot be diversified away. We have found twenty-one technical indicators for Wealthbuilder Equity, which you can use to evaluate the future volatility of the fund. Please check out Wealthbuilder Equity Market Risk Adjusted Performance of 0.1438, mean deviation of 0.4608, and Downside Deviation of 0.8679 to validate if the risk estimate we provide is consistent with the expected return of 0.0396%.
The entity maintains a market beta of 0.2749, which attests to not very significant fluctuations relative to the market. Let's try to break down what Wealthbuilder's beta means in this case. As returns on the market increase, Wealthbuilder Equity returns are expected to increase less than the market. However, during the bear market, the loss on holding Wealthbuilder Equity will be expected to be smaller as well. Although it is extremely important to respect Wealthbuilder Equity historical price patterns, it is better to be realistic regarding the information on equity current price history. The philosophy towards determining future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By examining Wealthbuilder Equity technical indicators, you can presently evaluate if the expected return of 0.0396% will be sustainable into the future.
AdviceVolatility TrendExposureCorrelations

Auto-correlation

    
  (0.20)   

Insignificant reverse predictability

Wealthbuilder Equity has insignificant reverse predictability. Overlapping area represents the amount of predictability between Wealthbuilder Equity time series from 26th of April 2021 to 10th of June 2021 and 10th of June 2021 to 25th of July 2021. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Wealthbuilder Equity price movement. The serial correlation of -0.2 indicates that over 20.0% of current Wealthbuilder Equity price fluctuation can be explain by its past prices. Given that Wealthbuilder Equity has negative autocorrelation for selected time horizon, investors may consider taking a contrarian position regarding future price movement of Wealthbuilder Equity for similar time interval.
Correlation Coefficient-0.2
Spearman Rank Test0.33
Residual Average0.0
Price Variance0.03

Wealthbuilder Equity lagged returns against current returns

Autocorrelation, which is Wealthbuilder Equity mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Wealthbuilder Equity's mutual fund expected returns. We can calculate the autocorrelation of Wealthbuilder Equity returns to help us make a trade decision. For example, suppose you find that Wealthbuilder Equity mutual fund has exhibited high autocorrelation historically, and you observe that the stock is moving up for the past few days. In that case, you can expect the stock movement to match the lagging time series.
 Current and Lagged Values 
Share
      Timeline 

Wealthbuilder Equity regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Wealthbuilder Equity mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Wealthbuilder Equity mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Wealthbuilder Equity mutual fund over time.
 Current vs Lagged Prices 
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      Timeline 

Wealthbuilder Equity Lagged Returns

When evaluating Wealthbuilder Equity's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Wealthbuilder Equity mutual fund have on its future price. Wealthbuilder Equity autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Wealthbuilder Equity autocorrelation shows the relationship between Wealthbuilder Equity mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Wealthbuilder Equity.
 Regressed Prices 
Share
      Timeline 

Wealthbuilder Equity Investors Sentiment

The influence of Wealthbuilder Equity's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Wealthbuilder. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Current Sentiment - WEACX

Wealthbuilder Equity Investor Sentiment

Macroaxis portfolio users are unemotional in their outlook on investing in Wealthbuilder Equity. What is your outlook on investing in Wealthbuilder Equity? Are you bullish or bearish?
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Bearish
50% Bullish
50% Bearish
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Check out Wealthbuilder Equity Hype Analysis, Wealthbuilder Equity Correlation, Portfolio Optimization, Wealthbuilder Equity Volatility, as well as analyze Wealthbuilder Equity Alpha and Beta and Wealthbuilder Equity Performance. Note that the Wealthbuilder Equity information on this page should be used as a complementary analysis to other Wealthbuilder Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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Wealthbuilder Equity 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, stock market cycles, or different charting patterns.
A focus of Wealthbuilder Equity technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Wealthbuilder Equity trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...