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

ETF | Large Blend |

Last Closing

USD 29.797

Change

-0.17 (-0.56)%

Market Cap

N/A

Volume

0.02M

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: 2024-11-14 )

Largest Industry Peers for Large Blend

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

-2.19 (-0.74%)

USD 443.32B
SCHX Schwab U.S. Large-Cap ETF

-0.16 (-0.68%)

USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF

-0.46 (-0.65%)

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

-0.79 (-0.67%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

-0.28 (-0.53%)

USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.47 (-0.64%)

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

-0.61 (-0.83%)

USD 7.58B
JQUA JPMorgan U.S. Quality Factor E..

-0.43 (-0.73%)

USD 5.05B
SCHK Schwab 1000 ETF

-0.18 (-0.62%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

-0.84 (-0.68%)

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 7.28% 4% F 51% F
Dividend Return 1.10% 63% D 20% F
Total Return 8.39% 4% F 45% F
Trailing 12 Months  
Capital Gain 12.34% 3% F 49% F
Dividend Return 1.52% 47% F 20% F
Total Return 13.85% 3% F 43% F
Trailing 5 Years  
Capital Gain 7.76% 4% F 50% F
Dividend Return 6.15% 6% D- 16% F
Total Return 13.92% 3% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain 2.77% 4% F 44% F
Dividend Return 3.96% 3% F 41% F
Total Return 1.19% 36% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 11.31% 96% N/A 76% C+
Risk Adjusted Return 35.07% 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.