Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGBAX (WealthBuilder Growth Balanced Fund A) | 10.60% | 22.17% | 14.45% | 6.87% | 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 |
|---|---|---|
| WGBAX (WealthBuilder Growth Balanced 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 (%) | 1.08 | 22.17 | 14.45 | 6.87 | NA | NA | NA | … | … | 10.60 | 14.57 | 9.92 | 12.91 | -15.72 | 12.42 | 15.71 | 17.85 | -6.61 | 12.09 |
| Sharpe Ratio | NA | 2.24 | 1.29 | 0.45 | NA | NA | NA | … | … | 2.52 | 1.27 | 0.72 | 1.16 | -1.43 | 1.63 | 1.06 | 2.52 | -0.87 | 2.91 |
| Standard Deviation(%) | NA | 8.66 | 8.87 | 9.35 | NA | NA | NA | … | … | 9.49 | 9.24 | 8.72 | 8.03 | 12.02 | 7.62 | 14.53 | 6.50 | 9.26 | 4.54 |
| Draw Down(%) | NA | 4.92 | 7.95 | 20.47 | NA | NA | NA | … | … | 4.92 | 7.70 | 5.69 | 7.38 | 20.09 | 3.26 | 18.13 | 3.27 | 12.25 | 1.50 |
| Yield(%) | 0.00 | 9.00 | 5.13 | 5.85 | 6.90 | 4.60 | 3.45 | … | … | 0.00 | 9.34 | 3.95 | 0.61 | 5.99 | 12.74 | 11.50 | 2.04 | 12.54 | 14.94 |
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 |
|---|---|---|---|---|
| WGBAX (WealthBuilder Growth Balanced Fund A) |
0.77%
Apr 2021 – Apr 2024 |
3.49%
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 |
|---|---|---|---|---|
| WGBAX (WealthBuilder Growth Balanced Fund A) |
15.31%
Dec 2018 – Dec 2021 |
8.35%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart