Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBGGX (WEALTHBUILDER GROWTH ALLOCATION PORTFOLIO WEALTHBUILDER GROWTH ALLOCATION PORTFOLIO) | NA | 22.81% | 4.53% | 7.76% | 2.78% | NA | NA | … | … |
Data as of 02/10/2017, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBGGX (WEALTHBUILDER GROWTH ALLOCATION PORTFOLIO WEALTHBUILDER GROWTH ALLOCATION PORTFOLIO) | 01/26/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 22.81 | 4.53 | 7.76 | 2.78 | NA | NA | … | … | 3.12 | 6.49 | -1.57 | 3.19 | 23.70 | 14.47 | -5.99 | 14.54 | 38.21 | -44.46 | 2.38 | 11.18 | 11.14 |
| Sharpe Ratio | NA | 2.08 | 0.38 | 0.65 | 0.11 | NA | NA | … | … | 4.74 | 0.50 | -0.13 | 0.32 | 2.27 | 1.11 | -0.25 | 0.76 | 1.42 | -1.17 | -0.04 | 0.74 | 1.01 |
| Standard Deviation(%) | NA | 10.87 | 11.52 | 11.75 | 20.54 | NA | NA | … | … | 6.66 | 12.50 | 12.41 | 10.04 | 10.43 | 13.09 | 24.31 | 18.92 | 26.80 | 38.73 | 15.84 | 10.73 | 9.70 |
| Draw Down(%) | NA | 6.78 | 18.29 | 18.29 | 60.05 | NA | NA | … | … | 0.94 | 11.87 | 11.96 | 8.20 | 4.73 | 11.56 | 23.68 | 15.78 | 25.40 | 52.73 | 9.62 | 10.46 | 7.08 |
| Yield(%) | 0.00 | 5.43 | 5.14 | 4.17 | 2.17 | 1.87 | 1.40 | … | … | 0.00 | 4.93 | 5.69 | 5.08 | 1.32 | 0.02 | 0.66 | 0.60 | 0.54 | 0.96 | 1.48 | 0.61 | 0.28 |
Data as of 02/10/2017, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBGGX (WEALTHBUILDER GROWTH ALLOCATION PORTFOLIO WEALTHBUILDER GROWTH ALLOCATION PORTFOLIO) |
-19.02%
Feb 2006 – Feb 2009 |
-3.99%
May 2007 – May 2012 |
1.95%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBGGX (WEALTHBUILDER GROWTH ALLOCATION PORTFOLIO WEALTHBUILDER GROWTH ALLOCATION PORTFOLIO) |
23.64%
Feb 2009 – Feb 2012 |
19.50%
Feb 2009 – Feb 2014 |
4.98%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart