Wealthbuilder Conservative Financial Statements From 2010 to 2024
| WCAFX Fund | USD 8.93 0.04 0.45% |
Check Wealthbuilder Conservative financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wealthbuilder Conservative's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wealthbuilder financial statements analysis is a perfect complement when working with Wealthbuilder Conservative Valuation or Volatility modules.
Wealthbuilder |
Wealthbuilder Conservative Allocation Mutual Fund Ten Year Return Analysis
Wealthbuilder Conservative's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wealthbuilder Conservative Ten Year Return | 3.98 % |
Most of Wealthbuilder Conservative's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wealthbuilder Conservative Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Based on the latest financial disclosure, Wealthbuilder Conservative Allocation has a Ten Year Return of 3.98%. This is much higher than that of the Allspring Global Investments family and significantly higher than that of the Allocation--15% to 30% Equity category. The ten year return for all United States funds is notably lower than that of the firm.
Wealthbuilder Conservative Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wealthbuilder Conservative's current stock value. Our valuation model uses many indicators to compare Wealthbuilder Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wealthbuilder Conservative competition to find correlations between indicators driving Wealthbuilder Conservative's intrinsic value. More Info.Wealthbuilder Conservative Allocation is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 185.60 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wealthbuilder Conservative's earnings, one of the primary drivers of an investment's value.About Wealthbuilder Conservative Financial Statements
Wealthbuilder Conservative investors use historical fundamental indicators, such as Wealthbuilder Conservative's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Wealthbuilder Conservative. Please read more on our technical analysis and fundamental analysis pages.
The fund is a fund-of-funds that invests in various affiliated and unaffiliated mutual funds and exchange-traded funds to pursue its investment objective. It seeks to achieve the funds investment objective by allocating up to 20 percent of its assets to stock funds, at least 65 percent and up to 85 percent of its assets to bond funds, up to 20 percent of its assets to inflation sensitive funds and up to 15 percent of its assets to alternative investment funds.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Wealthbuilder Mutual Fund
Wealthbuilder Conservative financial ratios help investors to determine whether Wealthbuilder Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wealthbuilder with respect to the benefits of owning Wealthbuilder Conservative security.
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