Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBGIX (WEALTHBUILDER EQUITY PORTFOLIO WEALTHBUILDER EQUITY PORTFOLIO) | NA | -5.21% | 4.53% | 6.52% | 1.73% | 2.07% | NA | … | … |
Data as of 07/29/2016, Common starting date is 09/22/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBGIX (WEALTHBUILDER EQUITY PORTFOLIO WEALTHBUILDER EQUITY PORTFOLIO) | 09/22/2000 | 07/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.21 | 4.53 | 6.52 | 1.73 | 2.07 | NA | … | … | 0.13 | -1.89 | 4.34 | 27.75 | 15.53 | -7.59 | 13.92 | 35.82 | -47.48 | -3.97 | 9.41 | 7.48 | 12.74 | 29.85 | -26.10 | -18.26 | -9.08 |
| Sharpe Ratio | NA | -0.30 | 0.32 | 0.39 | 0.05 | NA | NA | … | … | 0.00 | -0.13 | 0.37 | 2.52 | 1.12 | -0.30 | 0.70 | 1.25 | -1.15 | -0.36 | 0.51 | 0.51 | 0.94 | 1.83 | -1.14 | -1.01 | -1.52 |
| Standard Deviation(%) | NA | 17.62 | 13.85 | 16.71 | 22.44 | NA | NA | … | … | 17.54 | 14.52 | 11.72 | 11.00 | 13.99 | 25.59 | 19.76 | 28.61 | 41.82 | 19.26 | 12.03 | 10.49 | 12.57 | 15.95 | 23.89 | 20.73 | 22.30 |
| Draw Down(%) | NA | 18.16 | 19.87 | 19.98 | 65.25 | NA | NA | … | … | 13.33 | 13.80 | 8.98 | 6.02 | 12.46 | 24.70 | 16.28 | 26.99 | 54.33 | 14.77 | 11.49 | 7.85 | 10.60 | 15.15 | 35.88 | 32.23 | 16.38 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.17 | 0.33 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.69 | 0.00 | 0.00 | 0.00 | 0.02 | 0.03 | 1.46 | 4.62 |
Data as of 07/29/2016, Common starting date is 09/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBGIX (WEALTHBUILDER EQUITY PORTFOLIO WEALTHBUILDER EQUITY PORTFOLIO) |
-23.18%
Feb 2006 – Feb 2009 |
-11.12%
Feb 2004 – Feb 2009 |
-2.63%
Oct 2000 – Oct 2010 |
0.52%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBGIX (WEALTHBUILDER EQUITY PORTFOLIO WEALTHBUILDER EQUITY PORTFOLIO) |
23.29%
Feb 2009 – Feb 2012 |
20.07%
Feb 2009 – Feb 2014 |
4.89%
Mar 2003 – Mar 2013 |
2.19%
Mar 2001 – Mar 2016 |
Annualized Rolling Returns Comparison Chart