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

ETF | Large Blend |

Last Closing

USD 24.549

Change

+0.08 (+0.32)%

Market Cap

N/A

Volume

2.10K

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: 2024-09-26 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+1.26 (+0.45%)

USD 439.91B
SCHX Schwab U.S. Large-Cap ETF

+0.28 (+0.42%)

USD 45.97B
SPLG SPDR® Portfolio S&P 500 ETF

+0.27 (+0.40%)

USD 45.56B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.53 (+0.47%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

+0.03 (+0.06%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.35 (+0.50%)

USD 9.14B
FTCS First Trust Capital Strength E..

+0.02 (+0.02%)

USD 9.02B
SPLV Invesco S&P 500® Low Volatili..

+0.19 (+0.27%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

+0.40 (+0.71%)

USD 5.32B
VONE Vanguard Russell 1000 Index Fu..

-0.04 (-0.02%)

USD 5.13B

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 6.28% 4% F 44% F
Dividend Return 1.18% 83% B 26% F
Total Return 7.47% 4% F 38% F
Trailing 12 Months  
Capital Gain 10.33% 4% F 38% F
Dividend Return 1.79% 83% B 28% F
Total Return 12.12% 3% F 34% F
Trailing 5 Years  
Capital Gain 3.78% 5% F 44% F
Dividend Return 8.62% 63% D 30% F
Total Return 12.40% 4% F 37% 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.