WBIG:NYE-WBI BullBear Yield 3000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 24.3739

Change

0.00 (0.00)%

Market Cap

N/A

Volume

525.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Large Blend

ETFs Containing WBIG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.52% 4% F 44% F
Dividend Return 1.18% 91% A- 28% F
Total Return 6.71% 4% F 38% F
Trailing 12 Months  
Capital Gain 9.35% 4% F 40% F
Dividend Return 2.04% 92% A 32% F
Total Return 11.39% 3% F 35% F
Trailing 5 Years  
Capital Gain 2.52% 6% D- 46% F
Dividend Return 8.58% 74% C 29% F
Total Return 11.10% 4% F 38% F
Average Annual (5 Year Horizon)  
Capital Gain 0.81% 1% F 41% F
Dividend Return 2.54% 1% F 38% F
Total Return 1.73% 89% A- 40% F
Risk Return Profile  
Volatility (Standard Deviation) 11.41% 93% A 74% C
Risk Adjusted Return 22.25% 5% F 40% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.