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

ETF | Large Blend |

Last Closing

USD 24.07

Change

+0.07 (+0.27)%

Market Cap

N/A

Volume

5.80K

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: 2025-01-08 )

Largest Industry Peers for Large Blend

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

+0.27 (+0.09%)

USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.06 (+0.09%)

USD 54.47B
SCHX Schwab U.S. Large-Cap ETF

+0.05 (+0.21%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

+0.08 (+0.16%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.24 (+0.21%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.10 (+0.14%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

+0.40 (+0.58%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

+0.13 (+0.23%)

USD 5.38B
SCHK Schwab 1000 ETF

+0.04 (+0.14%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

+0.26 (+0.21%)

USD 3.87B

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 0.43% 26% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.43% 26% F 54% F
Trailing 12 Months  
Capital Gain 3.92% 4% F 50% F
Dividend Return 1.52% 82% B 25% F
Total Return 5.44% 3% F 42% F
Trailing 5 Years  
Capital Gain -1.96% 3% F 47% F
Dividend Return 8.38% 39% F 25% F
Total Return 6.42% 1% F 35% F
Average Annual (5 Year Horizon)  
Capital Gain 1.88% 1% F 40% F
Dividend Return 3.65% 1% F 38% F
Total Return 1.77% 90% A- 43% F
Risk Return Profile  
Volatility (Standard Deviation) 11.64% 93% A 76% C+
Risk Adjusted Return 31.33% 6% D- 46% 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.