Wealthbuilder Conservative Allocation Fund Price History
WCCFX Fund | USD 8.90 0.04 0.45% |
Below is the normalized historical share price chart for Wealthbuilder Conservative Allocation extending back to February 13, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Wealthbuilder Conservative stands at 8.90, as last reported on the 14th of December 2024, with the highest price reaching 8.90 and the lowest price hitting 8.90 during the day.
If you're considering investing in Wealthbuilder Mutual Fund, it is important to understand the factors that can impact its price. Wealthbuilder Conservative shows Sharpe Ratio of -0.0529, which attests that the fund had a -0.0529% return per unit of risk over the last 3 months. Wealthbuilder Conservative exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Wealthbuilder Conservative's Standard Deviation of 0.2877, market risk adjusted performance of (0.08), and Mean Deviation of 0.2224 to validate the risk estimate we provide.
Wealthbuilder Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Wealthbuilder |
Sharpe Ratio = -0.0529
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Estimated Market Risk
0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
-0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wealthbuilder Conservative is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wealthbuilder Conservative by adding Wealthbuilder Conservative to a well-diversified portfolio.
Wealthbuilder Conservative Mutual Fund Price History Chart
There are several ways to analyze Wealthbuilder Conservative Allocation Fund price data. The simplest method is using a basic Wealthbuilder candlestick price chart, which shows Wealthbuilder Conservative price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | September 24, 2024 | 9.0 |
Lowest Price | November 1, 2024 | 8.76 |
Wealthbuilder Conservative December 14, 2024 Mutual Fund Price Synopsis
Various analyses of Wealthbuilder Conservative's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Wealthbuilder Mutual Fund. It can be used to describe the percentage change in the price of Wealthbuilder Conservative from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Wealthbuilder Mutual Fund.Wealthbuilder Conservative Price Rate Of Daily Change | 1.00 | |
Wealthbuilder Conservative Price Action Indicator | (0.02) |
Wealthbuilder Conservative December 14, 2024 Mutual Fund Price Analysis
Wealthbuilder Mutual Fund Price History Data
The price series of Wealthbuilder Conservative for the period between Sun, Sep 15, 2024 and Sat, Dec 14, 2024 has a statistical range of 0.25 with a coefficient of variation of 0.73. The daily prices for the period are distributed with arithmetic mean of 8.91. The median price for the last 90 days is 8.91. The company paid out dividends to its shareholders on 24th of September 2021.Open | High | Low | Close | Volume | ||
12/14/2024 | 8.90 | 8.90 | 8.90 | 8.90 | ||
12/13/2024 | 8.90 | 8.90 | 8.90 | 8.90 | 1.00 | |
12/12/2024 | 8.94 | 8.94 | 8.94 | 8.94 | 1.00 | |
12/11/2024 | 8.97 | 8.97 | 8.97 | 8.97 | 1.00 | |
12/10/2024 | 8.95 | 8.95 | 8.95 | 8.95 | 1.00 | |
12/09/2024 | 8.97 | 8.97 | 8.97 | 8.97 | 1.00 | |
12/06/2024 | 8.97 | 8.97 | 8.97 | 8.97 | 1.00 | |
12/05/2024 | 8.97 | 8.97 | 8.97 | 8.97 | 1.00 | |
12/04/2024 | 8.98 | 8.98 | 8.98 | 8.98 | 1.00 | |
12/03/2024 | 8.95 | 8.95 | 8.95 | 8.95 | 1.00 | |
12/02/2024 | 8.96 | 8.96 | 8.96 | 8.96 | 1.00 | |
11/29/2024 | 8.90 | 8.90 | 8.90 | 8.90 | 1.00 | |
11/27/2024 | 8.90 | 8.90 | 8.90 | 8.90 | 1.00 | |
11/26/2024 | 8.90 | 8.90 | 8.90 | 8.90 | 1.00 | |
11/25/2024 | 8.90 | 8.90 | 8.90 | 8.90 | 1.00 | |
11/22/2024 | 8.87 | 8.87 | 8.87 | 8.87 | 1.00 | |
11/21/2024 | 8.85 | 8.85 | 8.85 | 8.85 | 1.00 | |
11/20/2024 | 8.83 | 8.83 | 8.83 | 8.83 | 1.00 | |
11/19/2024 | 8.83 | 8.83 | 8.83 | 8.83 | 1.00 | |
11/18/2024 | 8.82 | 8.82 | 8.82 | 8.82 | 1.00 | |
11/15/2024 | 8.80 | 8.80 | 8.80 | 8.80 | 1.00 | |
11/14/2024 | 8.83 | 8.83 | 8.83 | 8.83 | 1.00 | |
11/13/2024 | 8.85 | 8.85 | 8.85 | 8.85 | 1.00 | |
11/12/2024 | 8.85 | 8.85 | 8.85 | 8.85 | 1.00 | |
11/11/2024 | 8.90 | 8.90 | 8.90 | 8.90 | 1.00 | |
11/08/2024 | 8.91 | 8.91 | 8.91 | 8.91 | 1.00 | |
11/07/2024 | 8.89 | 8.89 | 8.89 | 8.89 | 1.00 | |
11/06/2024 | 8.82 | 8.82 | 8.82 | 8.82 | 1.00 | |
11/05/2024 | 8.81 | 8.81 | 8.81 | 8.81 | 1.00 | |
11/04/2024 | 8.78 | 8.78 | 8.78 | 8.78 | 1.00 | |
11/01/2024 | 8.76 | 8.76 | 8.76 | 8.76 | 1.00 | |
10/31/2024 | 8.77 | 8.77 | 8.77 | 8.77 | 1.00 | |
10/30/2024 | 8.82 | 8.82 | 8.82 | 8.82 | 1.00 | |
10/29/2024 | 8.85 | 8.85 | 8.85 | 8.85 | 1.00 | |
10/28/2024 | 8.84 | 8.84 | 8.84 | 8.84 | 1.00 | |
10/25/2024 | 8.85 | 8.85 | 8.85 | 8.85 | 1.00 | |
10/24/2024 | 8.86 | 8.86 | 8.86 | 8.86 | 1.00 | |
10/23/2024 | 8.84 | 8.84 | 8.84 | 8.84 | 1.00 | |
10/22/2024 | 8.88 | 8.88 | 8.88 | 8.88 | 1.00 | |
10/21/2024 | 8.89 | 8.89 | 8.89 | 8.89 | 1.00 | |
10/18/2024 | 8.95 | 8.95 | 8.95 | 8.95 | 1.00 | |
10/17/2024 | 8.93 | 8.93 | 8.93 | 8.93 | 1.00 | |
10/16/2024 | 8.95 | 8.95 | 8.95 | 8.95 | 1.00 | |
10/15/2024 | 8.93 | 8.93 | 8.93 | 8.93 | 1.00 | |
10/14/2024 | 8.93 | 8.93 | 8.93 | 8.93 | 1.00 | |
10/11/2024 | 8.91 | 8.91 | 8.91 | 8.91 | 1.00 | |
10/10/2024 | 8.89 | 8.89 | 8.89 | 8.89 | 1.00 | |
10/09/2024 | 8.90 | 8.90 | 8.90 | 8.90 | 1.00 | |
10/08/2024 | 8.89 | 8.89 | 8.89 | 8.89 | 1.00 | |
10/07/2024 | 8.87 | 8.87 | 8.87 | 8.87 | 1.00 | |
10/04/2024 | 8.91 | 8.91 | 8.91 | 8.91 | 1.00 | |
10/03/2024 | 8.94 | 8.94 | 8.94 | 8.94 | 1.00 | |
10/02/2024 | 8.96 | 8.96 | 8.96 | 8.96 | 1.00 | |
10/01/2024 | 8.98 | 8.98 | 8.98 | 8.98 | 1.00 | |
09/30/2024 | 8.99 | 8.99 | 8.99 | 8.99 | 1.00 | |
09/27/2024 | 8.99 | 8.99 | 8.99 | 8.99 | 1.00 | |
09/26/2024 | 8.98 | 8.98 | 8.98 | 8.98 | 1.00 | |
09/25/2024 | 8.97 | 8.97 | 8.97 | 8.97 | 1.00 | |
09/24/2024 | 9.00 | 9.00 | 9.00 | 9.00 | 1.00 | |
09/23/2024 | 8.99 | 8.99 | 8.99 | 8.99 | 1.00 | |
09/20/2024 | 8.99 | 8.99 | 8.99 | 8.99 | 1.00 |
About Wealthbuilder Conservative Mutual Fund history
Wealthbuilder Conservative investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Wealthbuilder is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Wealthbuilder Conservative will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Wealthbuilder Conservative stock prices may prove useful in developing a viable investing in Wealthbuilder Conservative
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.
Wealthbuilder Conservative Mutual Fund Technical Analysis
Wealthbuilder Conservative technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Wealthbuilder Conservative Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Wealthbuilder Conservative's price direction in advance. Along with the technical and fundamental analysis of Wealthbuilder Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Wealthbuilder to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | (0.03) | |||
Jensen Alpha | (0.03) | |||
Total Risk Alpha | (0.05) | |||
Treynor Ratio | (0.09) |
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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.
Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
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Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |