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

ETF | Large Blend |

Last Closing

USD 28.397

Change

0.00 (0.00)%

Market Cap

N/A

Volume

900.00

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: 2025-01-11 )

Largest Industry Peers for Large Blend

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 -0.03% 93% A 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.03% 93% A 66% D+
Trailing 12 Months  
Capital Gain 2.88% 6% D- 50% F
Dividend Return 1.11% 54% F 17% F
Total Return 3.98% 3% F 40% F
Trailing 5 Years  
Capital Gain 2.18% 4% F 52% F
Dividend Return 5.84% 7% C- 16% F
Total Return 8.02% 3% F 38% F
Average Annual (5 Year Horizon)  
Capital Gain 3.19% 4% F 44% F
Dividend Return 4.42% 3% F 41% F
Total Return 1.24% 42% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 11.32% 97% N/A 77% C+
Risk Adjusted Return 39.09% 7% C- 53% 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.