Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBGAX (WEALTHBUILDER TACTICAL EQUITY PORTFOLIO WEALTHBUILDER TACTICAL EQUITY PORTFOLIO) | NA | 25.86% | 5.02% | 8.29% | 1.60% | 4.20% | NA | … | … |
Data as of 02/10/2017, Common starting date is 12/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBGAX (WEALTHBUILDER TACTICAL EQUITY PORTFOLIO WEALTHBUILDER TACTICAL EQUITY PORTFOLIO) | 12/26/1997 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 25.86 | 5.02 | 8.29 | 1.60 | 4.20 | NA | … | … | 3.67 | 6.40 | -1.99 | 3.98 | 26.04 | 14.33 | -4.69 | 15.23 | 36.68 | -50.71 | -0.77 | 16.26 | 9.21 | 17.80 | 31.89 | -26.35 | -16.23 | -5.24 | 26.74 | 20.76 | 3.49 |
| Sharpe Ratio | NA | 2.02 | 0.37 | 0.63 | 0.05 | NA | NA | … | … | 4.68 | 0.43 | -0.14 | 0.34 | 2.33 | 1.12 | -0.19 | 0.75 | 1.12 | -1.20 | -0.21 | 1.13 | 0.72 | 1.31 | 2.17 | -1.29 | -0.83 | -0.40 | 1.28 | 0.86 | 116.80 |
| Standard Deviation(%) | NA | 12.71 | 13.48 | 13.10 | 22.94 | NA | NA | … | … | 8.11 | 14.47 | 14.67 | 11.60 | 11.15 | 12.89 | 24.37 | 20.19 | 32.73 | 42.81 | 18.24 | 11.48 | 9.77 | 12.86 | 14.38 | 21.28 | 22.58 | 22.97 | 18.36 | 20.23 | 14.36 |
| Draw Down(%) | NA | 8.05 | 20.79 | 20.79 | 68.25 | NA | NA | … | … | 1.14 | 13.74 | 14.18 | 9.17 | 4.73 | 10.84 | 22.77 | 17.23 | 30.81 | 57.57 | 13.36 | 12.62 | 7.83 | 10.67 | 16.25 | 35.55 | 33.05 | 19.73 | 10.93 | 24.02 | 0.00 |
| Yield(%) | 0.00 | 0.03 | 0.01 | 0.02 | 0.13 | 0.21 | 0.33 | … | … | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.06 | 1.21 | 0.01 | 0.00 | 1.05 | 0.00 | 0.00 | 0.22 | 1.60 | 0.00 | 0.00 | 0.06 |
Data as of 02/10/2017, Common starting date is 12/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBGAX (WEALTHBUILDER TACTICAL EQUITY PORTFOLIO WEALTHBUILDER TACTICAL EQUITY PORTFOLIO) |
-23.32%
Feb 2006 – Feb 2009 |
-10.20%
Feb 2004 – Feb 2009 |
-5.12%
Feb 1999 – Feb 2009 |
0.86%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBGAX (WEALTHBUILDER TACTICAL EQUITY PORTFOLIO WEALTHBUILDER TACTICAL EQUITY PORTFOLIO) |
26.05%
Feb 2009 – Feb 2012 |
21.19%
Feb 2009 – Feb 2014 |
6.38%
Mar 2003 – Mar 2013 |
4.51%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart