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

ETF | Large Blend |

Last Closing

USD 22.9803

Change

-0.16 (-0.69)%

Market Cap

N/A

Volume

1.23K

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: 2025-03-18 )

Largest Industry Peers for Large Blend

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

-3.01 (-1.08%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF

-0.69 (-1.03%)

USD 56.87B
SCHX Schwab U.S. Large-Cap ETF

-0.25 (-1.12%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.85 (-1.72%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.00 (-0.90%)

USD 12.23B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.71 (-1.03%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili..

-0.15 (-0.20%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.46 (-0.81%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.08 (-0.20%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.30 (-1.10%)

USD 3.90B

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 -4.11% 52% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.11% 52% F 31% F
Trailing 12 Months  
Capital Gain -8.03% 3% F 23% F
Dividend Return 1.30% 82% B 25% F
Total Return -6.72% 3% F 21% F
Trailing 5 Years  
Capital Gain 4.05% 1% F 23% F
Dividend Return 9.11% 11% F 16% F
Total Return 13.17% 1% F 16% F
Average Annual (5 Year Horizon)  
Capital Gain 1.78% 1% F 40% F
Dividend Return 3.57% 1% F 38% F
Total Return 1.80% 92% A 42% F
Risk Return Profile  
Volatility (Standard Deviation) 11.59% 93% A 75% C
Risk Adjusted Return 30.84% 6% D- 45% 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.