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WBI Tactical DG Institutional (WBDGX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.13+0.06 (+0.54%)
At close: 6:57PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return3.79%
5-Year Average Return4.39%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2017)20.47%
Worst 1 Yr Total Return (Apr 29, 2017)-9.95%
Best 3-Yr Total Return20.47%
Worst 3-Yr Total Return-2.03%

Trailing Returns (%) Vs. Benchmarks

ReturnWBDGXCategory
YTD3.79%4.25%
1-Month0.98%0.87%
3-Month2.85%2.93%
1-Year10.96%8.75%
3-Year-0.90%2.09%
5-Year4.39%4.12%
10-Year0.00%3.24%
Last Bull Market22.94%10.37%
Last Bear Market-20.92%-10.42%

Annual Total Return (%) History

Year
WBDGXCategory
2017
N/AN/A
2016
4.17%5.99%
2015
-9.95%-5.93%
2014
0.24%2.41%
2013
20.47%8.62%
2012
15.65%9.45%
2011
-3.33%-3.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.78%N/AN/AN/A
2016-1.61%-1.50%-0.69%8.23%
2015-3.10%0.06%-8.65%1.67%
20140.21%3.99%-3.17%-0.66%
20136.67%-0.99%5.06%8.57%
201211.76%-7.45%8.09%3.44%
20116.33%0.85%-19.59%12.11%

Rank In Category (By Total Return)

YTD63
1-Month46
3-Month56
1-Year28
3-Year85
5-Year49

Load Adjusted Returns

1-Year10.96%
3-Year-0.90%
5-Year4.39%
10-YearN/A