Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCAFX (WealthBuilder Conservative Allocation Fu) | 6.00% | 13.58% | 7.84% | 2.69% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCAFX (WealthBuilder Conservative Allocation Fu) | 02/14/2017 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 13.58 | 7.84 | 2.69 | NA | NA | NA | … | … | 6.00 | 9.10 | 4.02 | 6.76 | -13.12 | 3.51 | 9.69 | 11.57 | -3.93 | 4.69 |
| Sharpe Ratio | NA | 1.97 | 0.84 | 0.01 | NA | NA | NA | … | … | 2.10 | 1.15 | 0.07 | 0.51 | -2.08 | 1.05 | 1.29 | 3.54 | -1.26 | 2.35 |
| Standard Deviation(%) | NA | 5.36 | 5.73 | 5.79 | NA | NA | NA | … | … | 5.55 | 5.42 | 5.68 | 6.18 | 7.04 | 3.31 | 7.31 | 2.85 | 4.22 | 1.99 |
| Draw Down(%) | NA | 2.91 | 5.68 | 16.74 | NA | NA | NA | … | … | 2.91 | 3.21 | 3.09 | 5.68 | 16.26 | 1.91 | 10.22 | 0.79 | 6.14 | 1.06 |
| Yield(%) | 0.00 | 3.54 | 3.53 | 3.82 | 3.96 | 2.64 | 1.98 | … | … | 0.41 | 4.03 | 3.42 | 3.06 | 3.82 | 6.57 | 7.13 | 2.79 | 4.93 | 5.84 |
Data as of 06/03/2026, Common starting date is 02/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCAFX (WealthBuilder Conservative Allocation Fu) |
-2.69%
Oct 2020 – Oct 2023 |
0.87%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCAFX (WealthBuilder Conservative Allocation Fu) |
8.35%
Feb 2023 – Feb 2026 |
3.67%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart