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

ETF | Large Blend |

Last Closing

USD 29.8476

Change

+0.89 (+3.06)%

Market Cap

N/A

Volume

15.00

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: 2024-11-06 )

Largest Industry Peers for Large Blend

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

+7.98 (+2.80%)

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

+0.59 (+2.59%)

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

+1.69 (+2.49%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

+3.02 (+2.65%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

+1.33 (+2.64%)

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

+1.89 (+2.68%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

+1.20 (+1.68%)

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

+1.13 (+1.99%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.76 (+2.73%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+2.44 (+2.03%)

USD 3.66B

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 7.47% 28% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.47% 28% F 54% F
Trailing 12 Months  
Capital Gain 14.17% 26% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.17% 26% F 51% F
Trailing 5 Years  
Capital Gain 8.43% 28% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.43% 28% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 2.69% 4% F 46% F
Dividend Return 3.88% 3% F 42% F
Total Return 1.19% 35% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 11.31% 96% N/A 75% C
Risk Adjusted Return 34.34% 7% C- 52% 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.