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

ETF | Large Blend |

Last Closing

USD 25.4102

Change

-0.64 (-2.46)%

Market Cap

N/A

Volume

7.92K

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: 2025-04-21 )

Largest Industry Peers for Large Blend

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

-6.15 (-2.38%)

USD 423.10B
SPLG SPDR® Portfolio S&P 500 ETF

-1.46 (-2.36%)

USD 56.21B
SCHX Schwab U.S. Large-Cap ETF

-0.49 (-2.36%)

USD 48.13B
DYNF BlackRock US Equity Factor Rot..

-1.01 (-2.20%)

USD 14.67B
GSLC Goldman Sachs ActiveBeta® U.S..

-2.41 (-2.32%)

USD 11.80B
SPTM SPDR® Portfolio S&P 1500 Comp..

-1.51 (-2.36%)

USD 9.06B
SPLV Invesco S&P 500® Low Volatili..

-1.32 (-1.83%)

USD 7.56B
JQUA JPMorgan U.S. Quality Factor E..

-1.28 (-2.39%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

-0.91 (-2.33%)

USD 3.97B
SCHK Schwab 1000 ETF

-0.59 (-2.33%)

USD 3.74B

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 -10.54% 62% D 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.54% 62% D 35% F
Trailing 12 Months  
Capital Gain -12.05% 10% F 25% F
Dividend Return 0.63% 23% F 10% F
Total Return -11.42% 10% F 22% F
Trailing 5 Years  
Capital Gain 0.60% 3% F 34% F
Dividend Return 6.42% 6% D- 13% F
Total Return 7.02% 3% F 24% F
Average Annual (5 Year Horizon)  
Capital Gain 2.27% 6% D- 45% F
Dividend Return 3.55% 6% D- 41% F
Total Return 1.28% 51% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 10.98% 94% A 76% C+
Risk Adjusted Return 32.33% 7% C- 48% 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.