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

ETF | Large Blend |

Last Closing

USD 24.4007

Change

-0.05 (-0.22)%

Market Cap

N/A

Volume

604.00

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: 2024-10-30 )

Largest Industry Peers for Large Blend

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

-0.71 (-0.25%)

USD 443.55B
SCHX Schwab U.S. Large-Cap ETF

-0.06 (-0.26%)

USD 50.00B
SPLG SPDR® Portfolio S&P 500 ETF

-0.22 (-0.32%)

USD 48.55B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.25 (-0.22%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

-0.08 (-0.16%)

USD 12.68B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.21 (-0.30%)

USD 9.30B
SPLV Invesco S&P 500® Low Volatili..

+0.13 (+0.18%)

USD 7.49B
JQUA JPMorgan U.S. Quality Factor E..

-0.17 (-0.30%)

USD 5.10B
SCHK Schwab 1000 ETF

-0.08 (-0.29%)

USD 3.87B
SUSA iShares MSCI USA ESG Select

-0.55 (-0.46%)

USD 3.72B

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 5.64% 25% F 50% F
Dividend Return -13.60% 60% D- 73% C
Total Return -7.96% 22% F 32% F
Trailing 12 Months  
Capital Gain 15.15% 24% F 48% F
Dividend Return -14.25% 60% D- 74% C
Total Return 0.90% 22% F 32% F
Trailing 5 Years  
Capital Gain 3.17% 25% F 53% F
Dividend Return -6.01% 40% F 80% B-
Total Return -2.84% 22% F 51% F
Average Annual (5 Year Horizon)  
Capital Gain 1.16% 1% F 39% F
Dividend Return 2.90% 1% F 37% F
Total Return 1.73% 89% A- 41% F
Risk Return Profile  
Volatility (Standard Deviation) 11.53% 93% A 75% C
Risk Adjusted Return 25.12% 6% D- 42% 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.