Wbi Bullbear Value Etf Ten Year Return
| WBIF Etf | USD 28.63 0.20 0.69% |
WBI BullBear Value fundamentals help investors to digest information that contributes to WBI BullBear's financial success or failures. It also enables traders to predict the movement of WBI Etf. The fundamental analysis module provides a way to measure WBI BullBear's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to WBI BullBear etf.
WBI |
WBI BullBear Value ETF Ten Year Return Analysis
WBI BullBear's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current WBI BullBear Ten Year Return | 2.60 % |
Most of WBI BullBear's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, WBI BullBear Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, WBI BullBear Value has a Ten Year Return of 2.6%. This is much higher than that of the WBI Investments family and significantly higher than that of the Tactical Allocation category. The ten year return for all United States etfs is notably lower than that of the firm.
Did you try this?
Run Money Flow Index Now
Money Flow IndexDetermine momentum by analyzing Money Flow Index and other technical indicators |
| All Next | Launch Module |
Fund Asset Allocation for WBI BullBear
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks.Asset allocation divides WBI BullBear's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
WBI Fundamentals
| Price To Earning | 15.37 X | |||
| Price To Book | 1.92 X | |||
| Price To Sales | 1.16 X | |||
| Number Of Employees | 310 | |||
| Beta | 0.67 | |||
| Total Asset | 40.74 M | |||
| One Year Return | 4.00 % | |||
| Three Year Return | (1.40) % | |||
| Five Year Return | 1.60 % | |||
| Ten Year Return | 2.60 % | |||
| Net Asset | 40.74 M | |||
| Last Dividend Paid | 0.079 | |||
| Equity Positions Weight | 5.43 % |
About WBI BullBear Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze WBI BullBear Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of WBI BullBear using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of WBI BullBear Value based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Currently Active Assets on Macroaxis
When determining whether WBI BullBear Value is a strong investment it is important to analyze WBI BullBear's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WBI BullBear's future performance. For an informed investment choice regarding WBI Etf, refer to the following important reports:Check out WBI BullBear Piotroski F Score and WBI BullBear Altman Z Score analysis. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
The market value of WBI BullBear Value is measured differently than its book value, which is the value of WBI that is recorded on the company's balance sheet. Investors also form their own opinion of WBI BullBear's value that differs from its market value or its book value, called intrinsic value, which is WBI BullBear's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WBI BullBear's market value can be influenced by many factors that don't directly affect WBI BullBear's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WBI BullBear's value and its price as these two are different measures arrived at by different means. Investors typically determine if WBI BullBear is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WBI BullBear's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.