WBIF:NYE- (USD)

ETF | Large Blend |

Last Closing

USD 28.635

Change

+0.22 (+0.77)%

Market Cap

N/A

Volume

1.30K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-14 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI

+5.81 (+2.14%)

USD 453.93B
SPLG

+1.32 (+2.03%)

USD 56.87B
SCHX

+0.45 (+2.07%)

USD 51.16B
DYNF

+1.08 (+2.25%)

USD 14.94B
GSLC

+2.35 (+2.18%)

USD 13.57B
SPTM

+1.39 (+2.07%)

USD 9.53B
SPLV

+0.77 (+1.07%)

USD 7.46B
JQUA

+1.04 (+1.88%)

USD 5.66B
DIVO

+0.61 (+1.54%)

USD 4.00B
SCHK

+0.58 (+2.19%)

USD 3.90B

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 0.81% 93% A 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.81% 93% A 59% D-
Trailing 12 Months  
Capital Gain -4.54% 6% D- 28% F
Dividend Return 1.02% 57% F 18% F
Total Return -3.52% 6% D- 25% F
Trailing 5 Years  
Capital Gain 14.75% 3% F 40% F
Dividend Return 6.50% 6% D- 13% F
Total Return 21.25% 3% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain 3.10% 4% F 44% F
Dividend Return 4.37% 3% F 41% F
Total Return 1.27% 46% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 11.27% 97% N/A 76% C+
Risk Adjusted Return 38.80% 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.