Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBBBX (WEALTHBUILDER MODERATE BALANCED PORTFOLIO WEALTHBUILDER MODERATE BALANCED PORTFOLIO) | NA | 12.07% | 2.68% | 4.54% | 3.03% | NA | NA | … | … |
Data as of 02/13/2017, Common starting date is 12/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBBBX (WEALTHBUILDER MODERATE BALANCED PORTFOLIO WEALTHBUILDER MODERATE BALANCED PORTFOLIO) | 12/17/2004 | 02/13/2017 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 12.07 | 2.68 | 4.54 | 3.03 | NA | NA | … | … | 2.03 | 4.93 | -1.47 | 2.62 | 11.21 | 9.47 | -1.78 | 10.40 | 25.42 | -26.19 | 2.65 | 7.67 | 3.68 | 0.97 |
| Sharpe Ratio | NA | 2.25 | 0.42 | 0.70 | 0.24 | NA | NA | … | … | 5.34 | 0.69 | -0.23 | 0.48 | 1.89 | 1.32 | -0.14 | 1.02 | 1.73 | -1.34 | -0.04 | 0.74 | 0.27 | 8.06 |
| Standard Deviation(%) | NA | 5.74 | 6.15 | 6.36 | 10.88 | NA | NA | … | … | 3.51 | 6.79 | 6.57 | 5.38 | 5.92 | 7.21 | 13.00 | 10.07 | 14.62 | 20.24 | 8.94 | 5.93 | 5.53 | 3.66 |
| Draw Down(%) | NA | 3.48 | 10.71 | 10.71 | 38.16 | NA | NA | … | … | 0.52 | 6.17 | 6.85 | 4.43 | 3.89 | 6.26 | 13.21 | 8.28 | 14.80 | 33.56 | 5.60 | 5.66 | 4.16 | 0.19 |
| Yield(%) | 0.00 | 3.74 | 3.82 | 4.12 | 2.91 | 2.34 | 1.76 | … | … | 0.00 | 3.60 | 4.38 | 3.81 | 6.58 | 1.68 | 1.81 | 1.66 | 1.71 | 2.45 | 2.01 | 1.70 | 1.12 | 0.20 |
Data as of 02/13/2017, Common starting date is 12/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBBBX (WEALTHBUILDER MODERATE BALANCED PORTFOLIO WEALTHBUILDER MODERATE BALANCED PORTFOLIO) |
-9.48%
Feb 2006 – Feb 2009 |
0.22%
May 2007 – May 2012 |
2.59%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBBBX (WEALTHBUILDER MODERATE BALANCED PORTFOLIO WEALTHBUILDER MODERATE BALANCED PORTFOLIO) |
15.78%
Feb 2009 – Feb 2012 |
12.42%
Feb 2009 – Feb 2014 |
4.34%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart