Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEAFX (WealthBuilder Equity Fund A) | 13.75% | 29.82% | 20.67% | 10.58% | 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 |
|---|---|---|
| WEAFX (WealthBuilder Equity Fund A) | 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 (%) | 0.99 | 29.82 | 20.67 | 10.58 | NA | NA | NA | … | … | 13.75 | 20.92 | 16.31 | 19.21 | -19.30 | 19.90 | 23.06 | 24.50 | -11.03 | 18.25 |
| Sharpe Ratio | NA | 2.09 | 1.26 | 0.52 | NA | NA | NA | … | … | 2.20 | 1.13 | 0.94 | 1.25 | -1.08 | 1.50 | 1.06 | 2.12 | -0.89 | 2.85 |
| Standard Deviation(%) | NA | 13.21 | 14.24 | 15.15 | NA | NA | NA | … | … | 15.19 | 15.97 | 13.46 | 12.55 | 19.32 | 13.26 | 21.52 | 10.84 | 13.94 | 7.14 |
| Draw Down(%) | NA | 8.99 | 14.48 | 26.56 | NA | NA | NA | … | … | 8.99 | 14.48 | 9.75 | 10.91 | 26.04 | 5.49 | 24.48 | 6.00 | 19.01 | 2.47 |
| Yield(%) | 0.00 | 12.95 | 8.55 | 7.53 | 8.90 | 5.93 | 4.45 | … | … | 0.00 | 13.72 | 8.61 | 0.00 | 4.13 | 15.63 | 13.58 | 1.51 | 15.21 | 17.51 |
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 |
|---|---|---|---|---|
| WEAFX (WealthBuilder Equity Fund A) |
2.87%
Apr 2021 – Apr 2024 |
5.10%
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 |
|---|---|---|---|---|
| WEAFX (WealthBuilder Equity Fund A) |
22.47%
Dec 2018 – Dec 2021 |
13.50%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart