Wealthbuilder Conservative Market Risk Adjusted Performance
| WCCFX Fund | | | USD 9.37 -0.04 -0.43% |
The Market Risk Adjusted Performance signal for Wealthbuilder Conservative Allocation reflects patterns observed in trading data. Indicator reliability depends on the continuity of available trading data.
Your Current Watchlist provides context for diversified portfolio design. Diversification analysis considers the interaction of positions within a portfolio. The allocation shows a weighting toward Wealthbuilder Conservative Allocation. The position is captured in the allocation summary. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as
signals in price.
Wealthbuilder Conservative Allocation has current Market Risk Adjusted Performance of 0.1905.
MRAP | = | ER[a] + (1/BETA - 1) | X | ER[a] - RFR) |
| = | 0.1905 | |
| ER[a] | = | Expected return on investing in Wealthbuilder Conservative |
| RFR | = | Risk Free Rate of return. Typically T-Bill Rate |
| BETA | = | Beta of the asset with market or selected benchmark. |
Market Risk Adjusted Performance Peers Comparison
Market Risk Adjusted Performance Relative To Other Indicators
Wealthbuilder Conservative Allocation is rated
second in market risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about
9.97 of Maximum Drawdown per Market Risk Adjusted Performance. At
9.97 , Wealthbuilder Conservative Allocation's Maximum Drawdown-to-Market Risk Adjusted Performance multiple reflects the spread between these metrics
Other Technical Indicators