Performance analysis of WBIY (WBI POWER FACTOR HIGH DIVIDEND ETF)
Annual Return
Over the past 3 years, WBIY has had an average annual return of +16.41%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, WBIY has had an average annual return of +11.51%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Dec 22, 2016, WBIY has had an average annual return of +9.13%, underperforming the benchmark SPY, which returned +15.03% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.67% | +13% | +8.35% | +13.78% | -0.52% | +28.32% | -8.55% | +24.87% | -14.48% | +14.58% | -1.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.91% | +3.90% | -2.57% | +2% | +2.46% | -0.40% | +5.44% | +17.67% | |||||
| 2025 | +1.66% | +0.12% | -1.43% | -5.82% | +3.17% | +3.51% | +2.24% | +6.32% | -1.61% | -0.30% | +3.56% | +1.42% | +13% |
| 2024 | -0.76% | +1.38% | +6.26% | -4.89% | +2.23% | -0.96% | +5.82% | +0.66% | +2.79% | -1.87% | +5.40% | -7.07% | +8.35% |
| 2023 | +9.53% | -5.05% | -2.61% | -0.76% | -7.16% | +7.51% | +7.87% | -3.55% | -4.69% | -4.28% | +10.14% | +8.49% | +13.78% |
| 2022 | +1.09% | -0.14% | +2.73% | -3.14% | +6.20% | -11.68% | +6.01% | -2.37% | -11.89% | +12.80% | +8.52% | -5.41% | -0.52% |
| 2021 | +3.71% | +7.31% | +6.80% | +1.41% | +3.31% | -1.16% | -0.90% | +2.33% | -2.64% | +0.49% | -2.38% | +7.66% | +28.32% |
| 2020 | -4.43% | -11.15% | -30.70% | +19.01% | +2.49% | +2.21% | -0.09% | +4.24% | -3.70% | -0.32% | +19.28% | +4.54% | -8.55% |
| 2019 | +10.01% | +2.75% | -1.10% | +3.65% | -9.89% | +8.53% | +0.64% | -6.95% | +7.41% | +1.79% | +3.31% | +4.18% | +24.87% |
| 2018 | +2.70% | -4.68% | -0.15% | +2.12% | +0.88% | +2.43% | +0.94% | +0.14% | -0.14% | -5.49% | +1.48% | -14.36% | -14.48% |
| 2017 | -1.87% | +2.52% | -1.09% | +0.05% | -2.90% | +3.68% | -0.23% | -4.94% | +8.56% | -0.57% | +6.34% | +5.02% | +14.58% |
Drawdown analysis of WBIY (WBI POWER FACTOR HIGH DIVIDEND ETF)
The maximum drawdown for the WBIY was -48.78%, occurring on Mar 23, 2020. Recovery took 231 trading sessions.
The current WBIY drawdown is -0.53%.
Since Dec 22, 2016 WBIY has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.78% | Jan 16, 2020 | 45 | Mar 23, 2020 | 231 | Feb 22, 2021 | 276 |
| -21.65% | Aug 21, 2018 | 86 | Dec 24, 2018 | 265 | Jan 14, 2020 | 351 |
| -20.98% | Apr 20, 2022 | 113 | Sep 30, 2022 | 83 | Jan 31, 2023 | 196 |
| -19.38% | Nov 25, 2024 | 90 | Apr 8, 2025 | 72 | Jul 23, 2025 | 162 |
| -16.82% | Feb 2, 2023 | 63 | May 4, 2023 | 155 | Dec 14, 2023 | 218 |
| -9.57% | Jan 26, 2018 | 10 | Feb 9, 2018 | 82 | Jun 8, 2018 | 92 |
| -9.44% | Jan 4, 2017 | 158 | Aug 21, 2017 | 25 | Sep 26, 2017 | 183 |
| -7.44% | Nov 12, 2021 | 12 | Dec 1, 2021 | 18 | Dec 28, 2021 | 30 |
| -6.63% | Jul 23, 2025 | 7 | Aug 1, 2025 | 15 | Aug 22, 2025 | 22 |
| -6.52% | Jun 11, 2021 | 25 | Jul 19, 2021 | 82 | Nov 11, 2021 | 107 |
| -6.48% | Feb 11, 2026 | 25 | Mar 19, 2026 | 48 | May 28, 2026 | 73 |
| -6.39% | Mar 28, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -5.81% | Sep 11, 2025 | 21 | Oct 10, 2025 | 33 | Nov 26, 2025 | 54 |
| -5.66% | Jan 14, 2022 | 27 | Feb 24, 2022 | 23 | Mar 29, 2022 | 50 |
| -5.47% | Jul 17, 2024 | 13 | Aug 5, 2024 | 15 | Aug 26, 2024 | 28 |
| -4.64% | Jan 8, 2024 | 7 | Jan 18, 2024 | 33 | Mar 6, 2024 | 40 |
| -4.57% | Oct 23, 2017 | 11 | Nov 7, 2017 | 14 | Nov 28, 2017 | 25 |
| -4.37% | Mar 12, 2021 | 8 | Mar 24, 2021 | 16 | Apr 16, 2021 | 24 |
| -4.30% | Oct 16, 2024 | 13 | Nov 4, 2024 | 2 | Nov 6, 2024 | 15 |
| -3.18% | Jun 12, 2026 | 3 | Jun 17, 2026 | 6 | Jun 26, 2026 | 9 |
| -3.14% | Jun 11, 2018 | 33 | Jul 27, 2018 | 14 | Aug 16, 2018 | 47 |
| -2.84% | Feb 24, 2021 | 2 | Feb 26, 2021 | 3 | Mar 3, 2021 | 5 |
| -2.58% | May 10, 2021 | 2 | May 12, 2021 | 2 | May 14, 2021 | 4 |
| -2.08% | Mar 29, 2022 | 5 | Apr 5, 2022 | 7 | Apr 14, 2022 | 12 |
| -2.07% | Jan 15, 2026 | 2 | Jan 20, 2026 | 5 | Jan 27, 2026 | 7 |