Wealthfront Ticker Returns and Risk Information Explained

Wealthfront's ticker returns are calculated daily, providing a clear picture of your investment's performance. This means you can stay on top of your portfolio's progress at all times.

Wealthfront uses a risk score to gauge the potential risk of your portfolio, with a score of 1 being the lowest and 10 being the highest. This score is based on the asset allocation of your investments.

The risk score is not a guarantee of future performance, but it can give you an idea of how your portfolio might react to market fluctuations. It's essential to understand that risk and return are closely tied together.

Wealthfront's risk score is calculated using a proprietary algorithm that takes into account various factors, including the types of investments in your portfolio and their respective risk levels.

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The Wealthfront Risk Parity Fund (WFRPX) has had a compound annualized total return of -1% since 01/22/2018. This means that if you invested $100 in the fund on that date, you would have approximately $99 today.

The fund's maximum drawdown has been 42.8%, which is a significant drop in value. However, it's worth noting that this has occurred over a relatively long period of time.

The Sharpe Ratio of WFRPX is -0.19, which indicates that the fund has not generated excess returns relative to its risk. This is a key metric to consider when evaluating investment performance.

Here's a summary of the fund's annualized returns over different time periods:

The fund's yield is 0.0% for the YTD period, indicating that it has not generated any income for investors during this time.

Wealthfront has raised a total of $274.2M over 8 rounds of funding. Wealthfront's latest funding round was a Convertible Note for $69.7M on September 2, 2022.

The company's valuation has fluctuated over the years, with a post-money valuation of $500M in January 2018. This valuation has remained the same since then.

Wealthfront's revenue is not publicly disclosed for most of its funding rounds, except for the latest one, which reported revenue of $X.XXB((X.XXx))FY XXXX.

Here's a summary of Wealthfront's funding rounds:

The investors for Wealthfront's funding rounds are not publicly disclosed for most rounds, except for the latest one, which was led by UBS.

The Wealthfront Risk Parity Fund (WFRPX) has a compound annualized total return of -1% from 01/22/2018 to 01/03/2025.

Its cumulative total return over the same period is -6.736%, which is a significant decline.

The fund's Maximum Drawdown is 42.8%, indicating a substantial drop in value at some point during this period.

The Sharpe Ratio of -0.19 suggests that the fund's returns have not kept pace with its risk.

The Annualized Standard Deviation of 17.1% indicates a relatively high level of volatility.

Here is a summary of the fund's performance metrics:

In the world of finance, understanding dividend yield is crucial for investors. A dividend yield of 4.37% for WFRPX is significantly higher than the category low of 0.00%.

Dividend yield is a key metric that indicates the ratio of annual dividends per share to the stock's current price. For WFRPX, this yield is 92.10% of the category high.

To put this into perspective, a higher dividend yield often suggests that the stock is undervalued, making it an attractive option for income-seeking investors. However, it's essential to consider other performance metrics to get a comprehensive view of the stock's health.

Here's a comparison of WFRPX's dividend yield with its category:

This table shows that WFRPX's dividend yield is well above the category low and ranks high compared to its peers.

The Wealthfront Risk Parity Fund has a legal name of WEALTHFRONT RISK PARITY FUND.

The fund is part of the Wealthfront family, which is a well-established name in the industry.

It was first introduced on January 22, 2018, making it a relatively new addition to the market.

The fund's shares outstanding is listed as N/A, which suggests that this information is not publicly available.

The share class is denoted as W, which is a specific type of share.

The currency used for this fund is USD, or the United States dollar.

The fund is domiciled in the United States, which is a key factor for investors to consider.

The manager of this fund is Alex Michalka, who has experience in managing similar funds.

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The dividend yield of WFRPX is 4.37%, which is significantly higher than the category low of 0.00%.

This means that investors are currently earning a relatively high return on their investment in the form of dividends.

WFRPX's dividend yield is also higher than the category high of 10.92%, indicating that this stock is a strong performer in its category.

Here's a comparison of WFRPX's dividend yield to its category peers:

WFRPX's dividend yield ranks 92.10% in its category, indicating that it is a top performer.

This is a notable achievement, especially considering the category high is 10.92%.

Overall, WFRPX's dividend information suggests that it is a strong investment opportunity for those seeking regular income.

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Wealthfront is a leading automated investment service provider founded in 2011 in Palo Alto, California. It offers a range of services including investment banking, investing, borrowing, and financial planning.

The company has raised a total of $274.2 million in funding since its inception, demonstrating significant investor interest in its business model and growth potential. This level of investment is a testament to the company's innovative approach to wealth management.

Wealthfront's user-friendly platform has attracted a growing user base, positioning it as a notable competitor in the robo-advisory space. Its automated investment strategies and tax-efficient portfolio management have been key factors in its success.

While there has been speculation about a potential Wealthfront IPO, we currently don't have any concrete information or official announcements regarding the company's plans to go public.

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