Summary
WBIF
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return 22.86% Volatility 14.45% Sharpe 0.36
Official loaded data — not a live quote.

WBI BULLBEAR VALUE 3000 ETF

Symbol: WBIF

Exchange: NYSE

Sector: Technology

Category: Tactical Allocation

Inception date: 25/08/2014

Latest date: 11/06/2026

Current price: $34.68

Expense ratio: 1.65%

Assets under management
$23.6M
1.32% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

6.59%

Ann. -38.24% (Sharpe / Sortino numerator)

Volatility

11.42%

Sharpe ratio

-3.667

VaR 95%

-1.44%

CVaR 95%: -1.51%
Max drawdown: -6.31%
Sortino ratio: -5.579
Calmar ratio: -6.06

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

8.11%

Ann. 6.51% (Sharpe / Sortino numerator)

Volatility

12.33%

Sharpe ratio

0.234

VaR 95%

-1.46%

CVaR 95%: -1.64%
Max drawdown: -6.60%
Sortino ratio: 0.344
Calmar ratio: 0.99

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.75%

Ann. 0.51% (Sharpe / Sortino numerator)

Volatility

12.79%

Sharpe ratio

-0.244

VaR 95%

-1.44%

CVaR 95%: -1.85%
Max drawdown: -6.60%
Sortino ratio: -0.337
Calmar ratio: 0.08

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

22.86%

Ann. 8.78% (Sharpe / Sortino numerator)

Volatility

14.45%

Sharpe ratio

0.356

VaR 95%

-1.32%

CVaR 95%: -2.27%
Max drawdown: -9.84%
Sortino ratio: 0.421
Calmar ratio: 0.89

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

18.13%

Ann. 2.58% (Sharpe / Sortino numerator)

Volatility

13.23%

Sharpe ratio

-0.079

VaR 95%

-1.20%

CVaR 95%: -2.05%
Max drawdown: -17.16%
Sortino ratio: -0.100
Calmar ratio: 0.15

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

27.04%

Ann. 6.40% (Sharpe / Sortino numerator)

Volatility

12.50%

Sharpe ratio

0.221

VaR 95%

-1.17%

CVaR 95%: -1.85%
Max drawdown: -17.16%
Sortino ratio: 0.293
Calmar ratio: 0.37

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 11/06/2025 - 11/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.085%

Best day

2.262%

08/04/2026
Worst day

-3.11%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $34.23 $34.75 $34.23 $34.68 400
10/06/2026 $34.24 $34.33 $34.01 $34.01 10,700
09/06/2026 $34.47 $34.47 $34.34 $34.34 700
08/06/2026 $34.17 $34.17 $33.99 $33.99 2,400
05/06/2026 $34.08 $34.08 $34.01 $34.01 300
04/06/2026 $34.59 $34.68 $34.59 $34.68 9,500
03/06/2026 $34.55 $34.55 $34.55 $34.55 300
02/06/2026 $34.89 $34.89 $34.82 $34.89 3,000
01/06/2026 $34.89 $34.89 $34.84 $34.84 200
29/05/2026 $34.33 $34.33 $34.33 $34.33 100