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

ETF | Large Blend |

Last Closing

USD 24.2694

Change

-0.26 (-1.04)%

Market Cap

N/A

Volume

1.55K

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: 2025-01-31 )

Largest Industry Peers for Large Blend

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

-1.64 (-0.55%)

USD 454.13B
SPLG SPDR® Portfolio S&P 500 ETF

-0.36 (-0.51%)

USD 53.49B
SCHX Schwab U.S. Large-Cap ETF

-0.14 (-0.58%)

USD 51.13B
DYNF BlackRock US Equity Factor Rot..

-0.37 (-0.70%)

USD 13.65B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.68 (-0.57%)

USD 13.10B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.39 (-0.53%)

USD 9.65B
SPLV Invesco S&P 500® Low Volatili..

-0.38 (-0.53%)

USD 7.14B
JQUA JPMorgan U.S. Quality Factor E..

-0.35 (-0.58%)

USD 5.20B
SCHK Schwab 1000 ETF

-0.15 (-0.51%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

-0.21 (-0.49%)

USD 3.77B

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 1.26% 3% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.26% 3% F 42% F
Trailing 12 Months  
Capital Gain 2.75% 3% F 43% F
Dividend Return 1.49% 82% B 24% F
Total Return 4.24% 1% F 34% F
Trailing 5 Years  
Capital Gain 2.92% 3% F 48% F
Dividend Return 8.60% 44% F 24% F
Total Return 11.52% 1% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 1.98% 1% F 40% F
Dividend Return 3.76% 1% F 38% F
Total Return 1.78% 92% A 43% F
Risk Return Profile  
Volatility (Standard Deviation) 11.62% 93% A 76% C+
Risk Adjusted Return 32.32% 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.