Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGAFX (WealthBuilder Growth Allocation Fund A) | 11.47% | 23.66% | 16.00% | 7.70% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGAFX (WealthBuilder Growth Allocation Fund A) | 02/14/2017 | 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 (%) | 0.28 | 23.66 | 16.00 | 7.70 | NA | NA | NA | … | … | 11.47 | 16.01 | 11.42 | 14.65 | -16.78 | 15.16 | 17.50 | 20.91 | -8.00 | 14.98 |
| Sharpe Ratio | NA | 2.22 | 1.31 | 0.49 | NA | NA | NA | … | … | 2.52 | 1.24 | 0.79 | 1.23 | -1.31 | 1.64 | 0.94 | 2.24 | -0.79 | 2.79 |
| Standard Deviation(%) | NA | 9.69 | 10.03 | 10.72 | NA | NA | NA | … | … | 10.72 | 10.63 | 9.82 | 9.01 | 13.91 | 9.22 | 18.32 | 8.68 | 11.90 | 5.92 |
| Draw Down(%) | NA | 5.67 | 9.23 | 22.04 | NA | NA | NA | … | … | 5.67 | 9.17 | 6.60 | 8.14 | 21.64 | 3.95 | 22.00 | 4.71 | 15.20 | 2.05 |
| Yield(%) | 0.00 | 9.34 | 6.55 | 6.75 | 7.92 | 5.28 | 3.96 | … | … | 0.00 | 9.75 | 7.53 | 0.68 | 6.16 | 14.61 | 12.58 | 1.71 | 15.41 | 15.94 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| WGAFX (WealthBuilder Growth Allocation Fund A) |
1.43%
Apr 2021 – Apr 2024 |
4.33%
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 |
|---|---|---|---|---|
| WGAFX (WealthBuilder Growth Allocation Fund A) |
17.84%
Dec 2018 – Dec 2021 |
10.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart