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

ETF | Large Blend |

Last Closing

USD 24.782

Change

0.00 (0.00)%

Market Cap

N/A

Volume

200.00

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: 2024-11-16 )

Largest Industry Peers for Large Blend

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 7.29% 7% C- 53% F
Dividend Return 1.53% 91% A- 29% F
Total Return 8.82% 7% C- 47% F
Trailing 12 Months  
Capital Gain 13.50% 4% F 53% F
Dividend Return 2.17% 89% A- 31% F
Total Return 15.67% 6% D- 49% F
Trailing 5 Years  
Capital Gain 2.51% 3% F 47% F
Dividend Return 8.72% 28% F 24% F
Total Return 11.23% 1% F 34% F
Average Annual (5 Year Horizon)  
Capital Gain 1.46% 1% F 39% F
Dividend Return 3.18% 1% F 37% F
Total Return 1.72% 89% A- 42% F
Risk Return Profile  
Volatility (Standard Deviation) 11.57% 94% A 76% C+
Risk Adjusted Return 27.50% 6% D- 43% 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.