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

ETF | Large Blend |

Last Closing

USD 23.715

Change

-0.36 (-1.47)%

Market Cap

N/A

Volume

2.20K

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: 2025-01-10 )

Largest Industry Peers for Large Blend

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

-4.38 (-1.50%)

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

-1.03 (-1.49%)

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

-0.34 (-1.46%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

-0.88 (-1.70%)

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

-1.75 (-1.51%)

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

-1.06 (-1.48%)

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

-1.24 (-1.78%)

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

-0.80 (-1.39%)

USD 5.38B
SCHK Schwab 1000 ETF

-0.42 (-1.47%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

-1.90 (-1.55%)

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 -1.05% 25% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.05% 25% F 43% F
Trailing 12 Months  
Capital Gain 2.62% 4% F 49% F
Dividend Return 1.53% 82% B 25% F
Total Return 4.14% 4% F 41% F
Trailing 5 Years  
Capital Gain -3.40% 3% F 47% F
Dividend Return 8.38% 39% F 25% F
Total Return 4.98% 1% F 34% 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.