Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMBFX (WealthBuilder Moderate Balanced Fund C) | 8.04% | 17.12% | 10.80% | 4.23% | 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 |
|---|---|---|
| WMBFX (WealthBuilder Moderate Balanced 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 (%) | 0.50 | 17.12 | 10.80 | 4.23 | NA | NA | NA | … | … | 8.04 | 11.67 | 6.59 | 9.46 | -15.06 | 7.64 | 12.27 | 13.72 | -5.68 | 9.55 |
| Sharpe Ratio | NA | 2.04 | 1.09 | 0.24 | NA | NA | NA | … | … | 2.24 | 1.21 | 0.43 | 0.86 | -1.79 | 1.39 | 1.12 | 2.71 | -1.05 | 2.91 |
| Standard Deviation(%) | NA | 7.40 | 7.23 | 7.42 | NA | NA | NA | … | … | 7.97 | 7.32 | 6.94 | 6.81 | 9.26 | 5.49 | 10.74 | 4.51 | 6.76 | 3.09 |
| Draw Down(%) | NA | 4.26 | 6.57 | 19.15 | NA | NA | NA | … | … | 4.26 | 5.33 | 4.08 | 6.57 | 18.53 | 2.43 | 14.41 | 1.93 | 9.62 | 1.11 |
| Yield(%) | 0.00 | 2.33 | 2.40 | 3.79 | 4.67 | 3.11 | 2.33 | … | … | 0.00 | 2.65 | 2.07 | 2.77 | 4.48 | 9.15 | 7.33 | 2.54 | 7.73 | 9.68 |
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 |
|---|---|---|---|---|
| WMBFX (WealthBuilder Moderate Balanced Fund C) |
-1.11%
Apr 2021 – Apr 2024 |
1.60%
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 |
|---|---|---|---|---|
| WMBFX (WealthBuilder Moderate Balanced Fund C) |
11.18%
Dec 2018 – Dec 2021 |
5.77%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart