Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEACX (WealthBuilder Equity Fund C) | 13.40% | 28.69% | 19.79% | 9.56% | 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 |
|---|---|---|
| WEACX (WealthBuilder Equity Fund C) | 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 (%) | 0.36 | 28.69 | 19.79 | 9.56 | NA | NA | NA | … | … | 13.40 | 20.01 | 15.43 | 18.33 | -19.88 | 19.02 | 22.17 | 23.50 | -10.18 | 21.10 |
| Sharpe Ratio | NA | 2.03 | 1.19 | 0.47 | NA | NA | NA | … | … | 2.14 | 1.07 | 0.88 | 1.18 | -1.11 | 1.43 | 1.02 | 2.02 | -0.84 | 2.93 |
| Standard Deviation(%) | NA | 13.16 | 14.25 | 15.16 | NA | NA | NA | … | … | 15.09 | 16.01 | 13.45 | 12.55 | 19.34 | 13.31 | 21.51 | 10.88 | 13.89 | 7.06 |
| Draw Down(%) | NA | 9.03 | 14.62 | 27.06 | NA | NA | NA | … | … | 9.03 | 14.62 | 9.78 | 11.06 | 26.48 | 5.56 | 24.50 | 6.06 | 19.60 | 2.52 |
| Yield(%) | 0.00 | 12.37 | 7.99 | 6.96 | 8.71 | 5.81 | 4.36 | … | … | 0.00 | 13.09 | 7.87 | 0.00 | 3.48 | 14.87 | 12.83 | 0.53 | 15.56 | 18.04 |
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 |
|---|---|---|---|---|
| WEACX (WealthBuilder Equity Fund C) |
2.11%
Apr 2021 – Apr 2024 |
4.67%
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 |
|---|---|---|---|---|
| WEACX (WealthBuilder Equity Fund C) |
21.55%
Dec 2018 – Dec 2021 |
12.65%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart