Wealthbuilder Growth Allocation Fund Price History
WGAFX Fund | USD 13.49 0.01 0.07% |
Below is the normalized historical share price chart for Wealthbuilder Growth 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 Growth stands at 13.49, as last reported on the 4th of December, with the highest price reaching 13.49 and the lowest price hitting 13.49 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 Growth 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-eight technical indicators for Wealthbuilder Growth, which you can use to evaluate the volatility of the fund. Please check out Wealthbuilder Growth's Downside Deviation of 0.6124, mean deviation of 0.4168, and Market Risk Adjusted Performance of 3.25 to validate if the risk estimate we provide is consistent with the expected return of 0.0822%.
Wealthbuilder Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Wealthbuilder |
Sharpe Ratio = 0.1585
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Estimated Market Risk
0.52 actual daily | 4 96% of assets are more volatile |
Expected Return
0.08 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 Growth 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 Growth by adding it to a well-diversified portfolio.
Wealthbuilder Growth Mutual Fund Price History Chart
There are several ways to analyze Wealthbuilder Growth Allocation Fund price data. The simplest method is using a basic Wealthbuilder candlestick price chart, which shows Wealthbuilder Growth price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | December 3, 2024 | 13.49 |
Lowest Price | September 9, 2024 | 12.77 |
Wealthbuilder Growth December 4, 2024 Mutual Fund Price Synopsis
Various analyses of Wealthbuilder Growth's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Wealthbuilder Mutual Fund. It can be used to describe the percentage change in the price of Wealthbuilder Growth from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Wealthbuilder Mutual Fund.Wealthbuilder Growth Price Rate Of Daily Change | 1.00 |
Wealthbuilder Growth December 4, 2024 Mutual Fund Price Analysis
Wealthbuilder Mutual Fund Price History Data
The price series of Wealthbuilder Growth for the period between Thu, Sep 5, 2024 and Wed, Dec 4, 2024 has a statistical range of 0.81 with a coefficient of variation of 1.28. The daily prices for the period are distributed with arithmetic mean of 13.16. The median price for the last 90 days is 13.19. The company paid out dividends to its shareholders on December 27, 2019.Open | High | Low | Close | Volume | ||
12/03/2024 | 13.49 | 13.49 | 13.49 | 13.49 | 1.00 | |
12/02/2024 | 13.48 | 13.48 | 13.48 | 13.48 | 1.00 | |
11/29/2024 | 13.37 | 13.37 | 13.37 | 13.37 | 1.00 | |
11/27/2024 | 13.37 | 13.37 | 13.37 | 13.37 | 1.00 | |
11/26/2024 | 13.39 | 13.39 | 13.39 | 13.39 | 1.00 | |
11/25/2024 | 13.37 | 13.37 | 13.37 | 13.37 | 1.00 | |
11/22/2024 | 13.31 | 13.31 | 13.31 | 13.31 | 1.00 | |
11/21/2024 | 13.26 | 13.26 | 13.26 | 13.26 | 1.00 | |
11/20/2024 | 13.20 | 13.20 | 13.20 | 13.20 | 1.00 | |
11/19/2024 | 13.21 | 13.21 | 13.21 | 13.21 | 1.00 | |
11/18/2024 | 13.17 | 13.17 | 13.17 | 13.17 | 1.00 | |
11/15/2024 | 13.12 | 13.12 | 13.12 | 13.12 | 1.00 | |
11/14/2024 | 13.23 | 13.23 | 13.23 | 13.23 | 1.00 | |
11/13/2024 | 13.28 | 13.28 | 13.28 | 13.28 | 1.00 | |
11/12/2024 | 13.30 | 13.30 | 13.30 | 13.30 | 1.00 | |
11/11/2024 | 13.39 | 13.39 | 13.39 | 13.39 | 1.00 | |
11/08/2024 | 13.38 | 13.38 | 13.38 | 13.38 | 1.00 | |
11/07/2024 | 13.37 | 13.37 | 13.37 | 13.37 | 1.00 | |
11/06/2024 | 13.25 | 13.25 | 13.25 | 13.25 | 1.00 | |
11/05/2024 | 13.10 | 13.10 | 13.10 | 13.10 | 1.00 | |
11/04/2024 | 12.99 | 12.99 | 12.99 | 12.99 | 1.00 | |
11/01/2024 | 12.99 | 12.99 | 12.99 | 12.99 | 1.00 | |
10/31/2024 | 12.96 | 12.96 | 12.96 | 12.96 | 1.00 | |
10/30/2024 | 13.13 | 13.13 | 13.13 | 13.13 | 1.00 | |
10/29/2024 | 13.17 | 13.17 | 13.17 | 13.17 | 1.00 | |
10/28/2024 | 13.17 | 13.17 | 13.17 | 13.17 | 1.00 | |
10/25/2024 | 13.14 | 13.14 | 13.14 | 13.14 | 1.00 | |
10/24/2024 | 13.15 | 13.15 | 13.15 | 13.15 | 1.00 | |
10/23/2024 | 13.12 | 13.12 | 13.12 | 13.12 | 1.00 | |
10/22/2024 | 13.23 | 13.23 | 13.23 | 13.23 | 1.00 | |
10/21/2024 | 13.26 | 13.26 | 13.26 | 13.26 | 1.00 | |
10/18/2024 | 13.33 | 13.33 | 13.33 | 13.33 | 1.00 | |
10/17/2024 | 13.29 | 13.29 | 13.29 | 13.29 | 1.00 | |
10/16/2024 | 13.29 | 13.29 | 13.29 | 13.29 | 1.00 | |
10/15/2024 | 13.23 | 13.23 | 13.23 | 13.23 | 1.00 | |
10/14/2024 | 13.32 | 13.32 | 13.32 | 13.32 | 1.00 | |
10/11/2024 | 13.26 | 13.26 | 13.26 | 13.26 | 1.00 | |
10/10/2024 | 13.19 | 13.19 | 13.19 | 13.19 | 1.00 | |
10/09/2024 | 13.21 | 13.21 | 13.21 | 13.21 | 1.00 | |
10/08/2024 | 13.16 | 13.16 | 13.16 | 13.16 | 1.00 | |
10/07/2024 | 13.11 | 13.11 | 13.11 | 13.11 | 1.00 | |
10/04/2024 | 13.19 | 13.19 | 13.19 | 13.19 | 1.00 | |
10/03/2024 | 13.14 | 13.14 | 13.14 | 13.14 | 1.00 | |
10/02/2024 | 13.18 | 13.18 | 13.18 | 13.18 | 1.00 | |
10/01/2024 | 13.19 | 13.19 | 13.19 | 13.19 | 1.00 | |
09/30/2024 | 13.25 | 13.25 | 13.25 | 13.25 | 1.00 | |
09/27/2024 | 13.25 | 13.25 | 13.25 | 13.25 | 1.00 | |
09/26/2024 | 13.26 | 13.26 | 13.26 | 13.26 | 1.00 | |
09/25/2024 | 13.18 | 13.18 | 13.18 | 13.18 | 1.00 | |
09/24/2024 | 13.23 | 13.23 | 13.23 | 13.23 | 1.00 | |
09/23/2024 | 13.18 | 13.18 | 13.18 | 13.18 | 1.00 | |
09/20/2024 | 13.16 | 13.16 | 13.16 | 13.16 | 1.00 | |
09/19/2024 | 13.21 | 13.21 | 13.21 | 13.21 | 1.00 | |
09/18/2024 | 13.03 | 13.03 | 13.03 | 13.03 | 1.00 | |
09/17/2024 | 13.06 | 13.06 | 13.06 | 13.06 | 1.00 | |
09/16/2024 | 13.07 | 13.07 | 13.07 | 13.07 | 1.00 | |
09/13/2024 | 13.03 | 13.03 | 13.03 | 13.03 | 1.00 | |
09/12/2024 | 12.97 | 12.97 | 12.97 | 12.97 | 1.00 | |
09/11/2024 | 12.88 | 12.88 | 12.88 | 12.88 | 1.00 | |
09/10/2024 | 12.79 | 12.79 | 12.79 | 12.79 | 1.00 | |
09/09/2024 | 12.77 | 12.77 | 12.77 | 12.77 | 1.00 |
About Wealthbuilder Growth Mutual Fund history
Wealthbuilder Growth 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 Growth 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 Growth stock prices may prove useful in developing a viable investing in Wealthbuilder Growth
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 70 percent of its assets to stock funds, up to 35 percent of its assets to bond funds, up to 25 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.
Wealthbuilder Growth Mutual Fund Technical Analysis
Wealthbuilder Growth 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.
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Wealthbuilder Growth Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Wealthbuilder Growth'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 | 0.0795 | |||
Jensen Alpha | 0.0483 | |||
Total Risk Alpha | (0.02) | |||
Sortino Ratio | (0.09) | |||
Treynor Ratio | 3.24 |
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Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Growth 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 Growth security.
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