WBIF:NYE-WBI BullBear Value 3000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 29.3619

Change

-0.30 (-1.03)%

Market Cap

N/A

Volume

77.00

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: 2024-10-21 )

Largest Industry Peers for Large Blend

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

-0.91 (-0.31%)

USD 441.03B
SCHX Schwab U.S. Large-Cap ETF

-0.04 (-0.17%)

USD 50.43B
SPLG SPDR® Portfolio S&P 500 ETF

-0.10 (-0.15%)

USD 47.99B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.36 (-0.31%)

USD 13.22B
DYNF BlackRock US Equity Factor Rot..

-0.03 (-0.06%)

USD 12.55B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.19 (-0.27%)

USD 9.35B
SPLV Invesco S&P 500® Low Volatili..

-0.62 (-0.85%)

USD 7.69B
JQUA JPMorgan U.S. Quality Factor E..

-0.30 (-0.52%)

USD 5.20B
SCHK Schwab 1000 ETF

-0.05 (-0.18%)

USD 3.89B
SUSA iShares MSCI USA ESG Select

-0.45 (-0.37%)

USD 3.76B

ETFs Containing WBIF

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 5.72% 24% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.72% 25% F 51% F
Trailing 12 Months  
Capital Gain 13.23% 22% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.23% 24% F 47% F
Trailing 5 Years  
Capital Gain 10.72% 26% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.72% 26% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 2.54% 4% F 46% F
Dividend Return 3.74% 3% F 42% F
Total Return 1.20% 35% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 11.31% 96% N/A 75% C
Risk Adjusted Return 33.07% 7% C- 50% 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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.