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WBI Tactical BA Institutional (WBBAX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.84+0.03 (+0.28%)
As of 8:01PM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★
Year-to-Date Return2.59%
5-Year Average Return2.45%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Jun 29, 2017)7.99%
Worst 1 Yr Total Return (Jun 29, 2017)-7.05%
Best 3-Yr Total Return7.99%
Worst 3-Yr Total Return-0.01%

Trailing Returns (%) Vs. Benchmarks

ReturnWBBAXCategory
YTD2.59%5.19%
1-Month0.82%0.00%
3-Month2.46%1.80%
1-Year7.65%7.88%
3-Year-0.12%1.38%
5-Year2.45%4.68%
10-Year0.00%3.32%
Last Bull Market10.23%10.37%
Last Bear Market-8.72%-10.42%

Annual Total Return (%) History

Year
WBBAXCategory
2017
N/AN/A
2016
5.56%5.99%
2015
-7.05%-5.93%
2014
6.11%2.41%
2013
1.37%8.62%
2012
7.99%9.45%
2011
0.39%-3.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20170.13%2.46%N/AN/A
2016-0.40%1.00%0.34%4.59%
2015-2.17%-1.04%-2.69%-1.34%
20143.64%3.41%-1.49%0.50%
20131.70%-2.05%-0.33%2.11%
20124.74%-1.11%3.88%0.38%
20112.00%-0.20%-6.48%5.45%

Rank In Category (By Total Return)

YTD85
1-Month10
3-Month24
1-Year53
3-Year75
5-Year85

Load Adjusted Returns

1-Year7.65%
3-Year-0.12%
5-Year2.45%
10-YearN/A