Wbi Bullbear Quality Etf Performance
| WBIL Etf | USD 35.03 0.04 0.11% |
The entity maintains a market beta of 0.81, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WBI BullBear's returns are expected to increase less than the market. However, during the bear market, the loss of holding WBI BullBear is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in WBI BullBear Quality are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent forward indicators, WBI BullBear is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors. ...more
| In Threey Sharp Ratio | 0.40 |
WBI |
WBI BullBear Relative Risk vs. Return Landscape
If you would invest 3,408 in WBI BullBear Quality on September 21, 2024 and sell it today you would earn a total of 95.00 from holding WBI BullBear Quality or generate 2.79% return on investment over 90 days. WBI BullBear Quality is currently generating 0.0467% in daily expected returns and assumes 0.8687% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than WBI, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
WBI BullBear Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WBI BullBear's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WBI BullBear Quality, and traders can use it to determine the average amount a WBI BullBear's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0538
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WBIL |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average WBI BullBear is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WBI BullBear by adding it to a well-diversified portfolio.
WBI BullBear Fundamentals Growth
WBI Etf prices reflect investors' perceptions of the future prospects and financial health of WBI BullBear, and WBI BullBear fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WBI Etf performance.
| Price To Earning | 18.93 X | |||
| Price To Book | 2.88 X | |||
| Price To Sales | 1.78 X | |||
| Total Asset | 40.63 M | |||
About WBI BullBear Performance
By examining WBI BullBear's fundamental ratios, stakeholders can obtain critical insights into WBI BullBear's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that WBI BullBear is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund will seek to invest in the equity securities of small-capitalization, mid-capitalization, and large capitalization domestic and foreign companies that the sub-advisor to the fund and an affiliate of the advisor, believes display attractive prospects for growth in a companys intrinsic value, and in other tactical investment opportunities. WBI Largecap is traded on NYSEARCA Exchange in the United States.| The fund keeps most of the net assets in exotic instruments. |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WBI BullBear Quality. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of WBI BullBear Quality 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.