Summary
WBIG
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return 18.68% Volatility 12.32% Sharpe 0.11
Official loaded data — not a live quote.

WBI BULLBEAR YIELD 3000 ETF

Symbol: WBIG

Exchange: NYSE

Sector: Technology

Category: Tactical Allocation

Inception date: 25/08/2014

Latest date: 11/06/2026

Current price: $25.46

Expense ratio: 1.59%

Assets under management
$28.1M
0.78% 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

5.11%

Ann. -28.27% (Sharpe / Sortino numerator)

Volatility

8.57%

Sharpe ratio

-3.721

VaR 95%

-0.91%

CVaR 95%: -1.03%
Max drawdown: -4.51%
Sortino ratio: -5.761
Calmar ratio: -6.28

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

6.32%

Ann. 4.16% (Sharpe / Sortino numerator)

Volatility

9.22%

Sharpe ratio

0.057

VaR 95%

-1.00%

CVaR 95%: -1.18%
Max drawdown: -4.90%
Sortino ratio: 0.088
Calmar ratio: 0.85

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

7.61%

Ann. 1.95% (Sharpe / Sortino numerator)

Volatility

10.43%

Sharpe ratio

-0.161

VaR 95%

-1.05%

CVaR 95%: -1.47%
Max drawdown: -5.07%
Sortino ratio: -0.224
Calmar ratio: 0.39

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

18.68%

Ann. 4.97% (Sharpe / Sortino numerator)

Volatility

12.32%

Sharpe ratio

0.108

VaR 95%

-1.08%

CVaR 95%: -1.97%
Max drawdown: -8.31%
Sortino ratio: 0.119
Calmar ratio: 0.60

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

9.59%

Ann. -0.88% (Sharpe / Sortino numerator)

Volatility

11.53%

Sharpe ratio

-0.391

VaR 95%

-1.12%

CVaR 95%: -1.80%
Max drawdown: -20.20%
Sortino ratio: -0.476
Calmar ratio: -0.04

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

16.65%

Ann. 3.92% (Sharpe / Sortino numerator)

Volatility

11.06%

Sharpe ratio

0.026

VaR 95%

-1.10%

CVaR 95%: -1.64%
Max drawdown: -20.20%
Sortino ratio: 0.034
Calmar ratio: 0.19

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

0.07%

Best day

2.658%

13/10/2025
Worst day

-2.343%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $25.26 $25.47 $25.24 $25.46 4,400
10/06/2026 $25.20 $25.28 $25.12 $25.12 25,600
09/06/2026 $25.29 $25.29 $24.87 $25.21 2,100
08/06/2026 $25.20 $25.20 $25.07 $25.07 5,800
05/06/2026 $25.13 $25.13 $25.07 $25.08 1,300
04/06/2026 $25.41 $25.46 $25.39 $25.46 23,600
03/06/2026 $25.37 $25.38 $25.36 $25.37 800
02/06/2026 $25.65 $25.65 $25.59 $25.61 4,700
01/06/2026 $25.42 $25.63 $25.42 $25.59 1,600
29/05/2026 $25.30 $25.35 $25.30 $25.35 1,500