Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBCAX (WEALTHBUILDER CONSERVATIVE ALLOCATION PORTFOLIO WEALTHBUILDER CONSERVATIVE ALLOCATION PORTFOLIO) | NA | 6.88% | 1.52% | 2.35% | 2.69% | 3.55% | NA | … | … |
Data as of 02/10/2017, Common starting date is 12/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBCAX (WEALTHBUILDER CONSERVATIVE ALLOCATION PORTFOLIO WEALTHBUILDER CONSERVATIVE ALLOCATION PORTFOLIO) | 12/18/2001 | 02/10/2017 |
| 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 6.88 | 1.52 | 2.35 | 2.69 | 3.55 | NA | … | … | 0.70 | 3.50 | -1.81 | 2.20 | 4.17 | 6.31 | 0.62 | 7.79 | 17.72 | -14.51 | 3.65 | 5.36 | 1.81 | 19.49 | 2.83 |
| Sharpe Ratio | NA | 1.92 | 0.42 | 0.64 | 0.38 | NA | NA | … | … | 2.19 | 0.85 | -0.51 | 0.78 | 1.18 | 1.63 | 0.09 | 1.41 | 2.16 | -1.44 | 0.13 | 0.60 | -0.11 | 0.22 | 12.56 |
| Standard Deviation(%) | NA | 3.46 | 3.42 | 3.55 | 5.86 | NA | NA | … | … | 2.82 | 3.86 | 3.61 | 2.81 | 3.52 | 3.88 | 6.55 | 5.46 | 8.17 | 10.71 | 4.80 | 3.47 | 3.28 | 29.29 | 11.13 |
| Draw Down(%) | NA | 2.33 | 6.93 | 6.93 | 22.20 | NA | NA | … | … | 0.49 | 2.88 | 4.67 | 2.14 | 3.48 | 3.28 | 6.61 | 4.29 | 8.49 | 21.16 | 2.94 | 2.86 | 2.43 | 0.39 | 0.88 |
| Yield(%) | 0.00 | 2.70 | 2.82 | 3.09 | 2.95 | 2.79 | 2.06 | … | … | 0.12 | 2.61 | 3.27 | 2.67 | 4.58 | 2.63 | 3.87 | 1.88 | 2.53 | 3.28 | 2.80 | 2.39 | 1.51 | 0.20 | 0.19 |
Data as of 02/10/2017, Common starting date is 12/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBCAX (WEALTHBUILDER CONSERVATIVE ALLOCATION PORTFOLIO WEALTHBUILDER CONSERVATIVE ALLOCATION PORTFOLIO) |
-3.98%
Feb 2006 – Feb 2009 |
1.74%
Feb 2011 – Feb 2016 |
2.60%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBCAX (WEALTHBUILDER CONSERVATIVE ALLOCATION PORTFOLIO WEALTHBUILDER CONSERVATIVE ALLOCATION PORTFOLIO) |
11.33%
Feb 2009 – Feb 2012 |
8.28%
Feb 2009 – Feb 2014 |
5.13%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart