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

ETF | Large Blend |

Last Closing

USD 24.92

Change

+0.14 (+0.56)%

Market Cap

N/A

Volume

817.00

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: 2024-11-18 )

Largest Industry Peers for Large Blend

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

+1.18 (+0.41%)

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

+0.10 (+0.43%)

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

+0.29 (+0.42%)

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

+0.43 (+0.37%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

+0.15 (+0.29%)

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

+0.25 (+0.35%)

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

+0.17 (+0.23%)

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

+0.19 (+0.33%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.13 (+0.46%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+0.62 (+0.51%)

USD 3.66B

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 7.89% 6% D- 53% F
Dividend Return 1.53% 91% A- 28% F
Total Return 9.42% 7% C- 48% F
Trailing 12 Months  
Capital Gain 13.58% 6% D- 54% F
Dividend Return 2.16% 92% A 30% F
Total Return 15.74% 6% D- 49% F
Trailing 5 Years  
Capital Gain 4.29% 3% F 47% F
Dividend Return 8.82% 31% F 23% F
Total Return 13.11% 1% F 35% 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.