Performance analysis of WBIF (WBI BULLBEAR VALUE 3000 ETF)
Annual Return
Over the past 3 years, WBIF has had an average annual return of +7.74%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, WBIF has had an average annual return of +3.43%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, WBIF has had an average annual return of +5.70%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Aug 27, 2014, WBIF has had an average annual return of +3.86%, underperforming the benchmark SPY, which returned +13.54% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.78% | +9.16% | +3.43% | +0.49% | -8.37% | +16.56% | -2.71% | +2.68% | -4.69% | +19.42% | +7.68% | -4.90% |
| 2014 | |||||||||||
| -3.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.64% | +3.14% | -4.68% | +5.47% | +4.18% | +4.02% | -0.48% | +14.78% | |||||
| 2025 | +5.16% | +0% | -3.64% | -6.38% | +3.59% | +3.17% | +1.76% | +2.21% | +3.95% | +0.17% | -0.05% | -0.55% | +9.16% |
| 2024 | +0.86% | +5.09% | +4.55% | -5.70% | +4.01% | -3.17% | +1.98% | -0.86% | -0.21% | -1.07% | +6.32% | -7.39% | +3.43% |
| 2023 | +1.29% | -2.02% | -3.17% | -2.36% | +2.26% | +8.62% | +0.65% | -3.82% | -4.38% | -3.48% | +4.79% | +2.99% | +0.49% |
| 2022 | -1.06% | +2.76% | +1.77% | -4.38% | +0.95% | -3.86% | +0.73% | -1.64% | -3.01% | +4.02% | +1.20% | -5.65% | -8.37% |
| 2021 | +1.36% | +3.77% | +6.45% | +5.26% | +1.02% | -0.13% | -1.18% | +2.57% | -7.10% | +2.49% | -3.31% | +5.04% | +16.56% |
| 2020 | -4.15% | -4.19% | -1.93% | +0.43% | +3.54% | -1.68% | +3.80% | +5.33% | -6.60% | -3.86% | +9.12% | -1.38% | -2.71% |
| 2019 | +0.93% | +3.76% | -2.69% | +2.46% | -6.76% | +2.56% | +2.31% | -3.41% | +0.22% | +0.09% | +2.04% | +1.67% | +2.68% |
| 2018 | +3.46% | -4.05% | -1.56% | -1.36% | +1.35% | +0.16% | +3.69% | +4.10% | +0.79% | -5.95% | +0.89% | -5.66% | -4.69% |
| 2017 | +1.57% | +3.19% | +0.13% | +1.11% | -0.00950% | +2.04% | +0.99% | -0.94% | +1.82% | +1.86% | +3.52% | +2.70% | +19.42% |
Drawdown analysis of WBIF (WBI BULLBEAR VALUE 3000 ETF)
The maximum drawdown for the WBIF was -20.29%, occurring on Oct 27, 2023. Recovery took 485 trading sessions.
The current WBIF drawdown is -0.88%.
Since Aug 27, 2014 WBIF has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.29% | Apr 8, 2022 | 390 | Oct 27, 2023 | 485 | Oct 6, 2025 | 875 |
| -19.19% | Sep 21, 2018 | 404 | May 1, 2020 | 232 | Apr 5, 2021 | 636 |
| -14.91% | Feb 26, 2015 | 336 | Jun 27, 2016 | 145 | Jan 24, 2017 | 481 |
| -10.28% | May 10, 2021 | 143 | Dec 1, 2021 | 89 | Apr 8, 2022 | 232 |
| -9.50% | Jan 26, 2018 | 65 | May 1, 2018 | 82 | Aug 27, 2018 | 147 |
| -6.65% | Nov 25, 2014 | 27 | Jan 6, 2015 | 35 | Feb 26, 2015 | 62 |
| -6.60% | Mar 2, 2026 | 20 | Mar 30, 2026 | 15 | Apr 21, 2026 | 35 |
| -6.19% | Sep 5, 2014 | 28 | Oct 15, 2014 | 27 | Nov 21, 2014 | 55 |
| -5.79% | Oct 8, 2025 | 31 | Nov 20, 2025 | 37 | Jan 15, 2026 | 68 |
| -3.82% | Jul 20, 2017 | 22 | Aug 21, 2017 | 30 | Oct 3, 2017 | 52 |
| -3.79% | Apr 26, 2017 | 16 | May 18, 2017 | 9 | Jun 1, 2017 | 25 |
| -2.72% | Apr 21, 2026 | 20 | May 19, 2026 | 3 | May 22, 2026 | 23 |
| -2.58% | Jun 2, 2026 | 4 | Jun 8, 2026 | 4 | Jun 12, 2026 | 8 |
| -2.55% | Mar 15, 2017 | 21 | Apr 13, 2017 | 8 | Apr 26, 2017 | 29 |
| -2.05% | Feb 20, 2026 | 1 | Feb 23, 2026 | 3 | Feb 26, 2026 | 4 |
| -1.93% | Jul 6, 2026 | 2 | Jul 8, 2026 | 6 | Jul 16, 2026 | 8 |
| -1.78% | Jan 25, 2017 | 3 | Jan 30, 2017 | 9 | Feb 10, 2017 | 12 |
| -1.47% | Jan 16, 2026 | 1 | Jan 20, 2026 | 2 | Jan 22, 2026 | 3 |
| -1.15% | Feb 6, 2026 | 4 | Feb 12, 2026 | 3 | Feb 18, 2026 | 7 |
| -1.15% | Jun 19, 2017 | 8 | Jun 29, 2017 | 6 | Jul 10, 2017 | 14 |
| -1.15% | Apr 16, 2021 | 2 | Apr 20, 2021 | 5 | Apr 27, 2021 | 7 |
| -1.12% | Oct 27, 2017 | 9 | Nov 9, 2017 | 8 | Nov 21, 2017 | 17 |
| -1.04% | Oct 6, 2025 | 1 | Oct 7, 2025 | 1 | Oct 8, 2025 | 2 |
| -1.04% | Mar 1, 2017 | 6 | Mar 9, 2017 | 4 | Mar 15, 2017 | 10 |
| -1.03% | Oct 23, 2017 | 2 | Oct 25, 2017 | 2 | Oct 27, 2017 | 4 |