Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGCFX (WealthBuilder Growth Allocation Fund C) | 11.14% | 22.64% | 15.11% | 6.87% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGCFX (WealthBuilder Growth Allocation Fund C) | 01/04/2017 | 06/04/2026 |
| 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 (%) | 0.61 | 22.64 | 15.11 | 6.87 | NA | NA | NA | … | … | 11.14 | 14.99 | 10.56 | 13.82 | -17.37 | 14.27 | 16.60 | 20.27 | -8.72 | 17.16 |
| Sharpe Ratio | NA | 2.12 | 1.23 | 0.41 | NA | NA | NA | … | … | 2.44 | 1.14 | 0.73 | 1.13 | -1.36 | 1.54 | 0.89 | 2.18 | -0.85 | 2.85 |
| Standard Deviation(%) | NA | 9.72 | 9.94 | 10.68 | NA | NA | NA | … | … | 10.69 | 10.66 | 9.51 | 9.07 | 13.90 | 9.26 | 18.38 | 8.61 | 11.89 | 5.86 |
| Draw Down(%) | NA | 5.72 | 9.62 | 22.60 | NA | NA | NA | … | … | 5.72 | 9.23 | 6.67 | 8.34 | 22.12 | 4.07 | 22.05 | 4.71 | 15.76 | 2.06 |
| Yield(%) | 0.00 | 8.33 | 5.67 | 6.00 | 7.32 | 4.88 | 3.66 | … | … | 0.00 | 8.68 | 6.52 | 0.29 | 5.30 | 13.45 | 11.50 | 0.72 | 14.13 | 14.26 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| WGCFX (WealthBuilder Growth Allocation Fund C) |
0.67%
Apr 2021 – Apr 2024 |
3.58%
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 |
|---|---|---|---|---|
| WGCFX (WealthBuilder Growth Allocation Fund C) |
17.02%
Dec 2018 – Dec 2021 |
9.32%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart