Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCCFX (WealthBuilder Conservative Allocation Fu) | 5.25% | 11.99% | 6.93% | 1.76% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCCFX (WealthBuilder Conservative Allocation Fu) | 01/04/2017 | 06/05/2026 |
| 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 (%) | 0.10 | 11.99 | 6.93 | 1.76 | NA | NA | NA | … | … | 5.25 | 8.27 | 3.28 | 5.95 | -13.72 | 2.72 | 8.75 | 10.75 | -4.58 | 5.28 |
| Sharpe Ratio | NA | 1.81 | 0.70 | -0.12 | NA | NA | NA | … | … | 1.92 | 1.00 | -0.06 | 0.37 | -2.16 | 0.80 | 1.15 | 3.30 | -1.45 | 2.36 |
| Standard Deviation(%) | NA | 5.37 | 5.74 | 5.79 | NA | NA | NA | … | … | 5.48 | 5.40 | 5.63 | 6.27 | 7.03 | 3.36 | 7.34 | 2.81 | 4.14 | 1.99 |
| Draw Down(%) | NA | 3.01 | 5.93 | 17.36 | NA | NA | NA | … | … | 3.01 | 3.26 | 3.20 | 5.93 | 16.75 | 2.01 | 10.34 | 0.89 | 6.61 | 1.15 |
| Yield(%) | 0.00 | 2.81 | 2.74 | 3.10 | 3.39 | 2.26 | 1.69 | … | … | 0.19 | 3.25 | 2.59 | 2.29 | 3.13 | 5.79 | 6.31 | 1.99 | 4.37 | 5.57 |
Data as of 06/05/2026, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCCFX (WealthBuilder Conservative Allocation Fu) |
-3.40%
Oct 2020 – Oct 2023 |
0.15%
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 |
|---|---|---|---|---|
| WCCFX (WealthBuilder Conservative Allocation Fu) |
7.55%
Feb 2023 – Feb 2026 |
3.31%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart