WBI BullBear Yield 3000 ETF (WBIG) Performance
WBIG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.9% since Dec 31, 2025
- 1 year
- +16.0% total return
- 5 years
- +1.6% a year
- 10 years
- +5.1% a year
- Since first price
- +2.2% a year since 2014
WBIG trailing returns vs AGG, TLT, SPY
| Period | WBIG total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +4.1% | +3.8% | +0.9% | +1.5% | −1.0% |
| 3 months | +4.9% | +4.5% | −0.4% | −1.0% | +3.2% |
| 6 months | +12.1% | +11.4% | −1.5% | −3.8% | +7.8% |
| YTD | +15.9% | +14.8% | −1.0% | −3.4% | +12.3% |
| 1 year | +16.0% | +14.7% | −1.1% | −6.9% | +14.4% |
| 3 years | +33.0%+10.0%/yr | +26.1% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +8.5%+1.6%/yr | −1.4% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +64.6%+5.1%/yr | +39.3% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| Since inceptionAug 27, 2014 | +29.6%+2.2%/yr | +7.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: WBIG vs AGG
From Aug 27, 2014: WBIG grew to $12,956, AGG to $12,243.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
WBIG returns by calendar year
4 of 11 full years positive. Best 2017 (+25.4%), worst 2015 (−10.5%). 2026 is year to date.
WBIG annual returns table
| Year | WBIG | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +15.9% | −6.1% | −1.0% | −3.4% | +12.3% |
| 2025 | −0.4% | −17.4% | +7.2% | +4.3% | +17.7% |
| 2024 | +5.9% | −9.2% | +1.3% | −8.1% | +24.9% |
| 2023 | −2.7% | −12.1% | +5.7% | +2.8% | +26.2% |
| 2022 | −7.7% | −15.4% | −13.0% | −31.2% | −18.2% |
| 2021 | +16.0% | −6.7% | −1.8% | −4.6% | +28.7% |
| 2020 | −3.3% | −12.4% | +7.5% | +18.2% | +18.3% |
| 2019 | +7.1% | −6.7% | +8.5% | +14.1% | +31.2% |
| 2018 | −8.2% | −15.2% | +0.1% | −1.6% | −4.6% |
| 2017 | +25.4% | −2.9% | +3.6% | +9.2% | +21.7% |
| 2016 | −2.7% | −11.1% | +2.4% | +1.2% | +12.0% |
| 2015 | −10.5% | −14.2% | +0.5% | −1.8% | +1.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
WBIG largest drawdowns
Now 0.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 25, 2022 | −25.3% | Apr 21, 2025 | Aug 7, 2026 | 3.1 years | 4.4 years |
| May 15, 2015 | −23.8% | Nov 3, 2016 | Oct 24, 2017 | 1.5 years | 2.4 years |
| Jan 26, 2018 | −19.2% | May 1, 2020 | May 5, 2021 | 2.3 years | 3.3 years |
| Jan 14, 2022 | −7.1% | Feb 24, 2022 | Mar 24, 2022 | 41 days | 2 months |
| Aug 10, 2021 | −6.7% | Dec 1, 2021 | Jan 4, 2022 | 4 months | 5 months |
| Aug 24, 2026 | −6.1% | Sep 30, 2026 | not yet | 37 days | 2 months so far |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
WBIG risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2014 |
|---|---|---|---|---|
| Annualized return | +6.7% | +1.7% | +4.2% | +1.7% |
| Volatility (annualized) | 12.2% | 12.1% | 11.8% | 11.3% |
| Sharpe ratio | 0.24 | -0.10 | 0.21 | 0.04 |
| Sortino ratio | 0.31 | -0.13 | 0.30 | 0.05 |
| Best month | +5.5% | +6.9% | +8.8% | +8.8% |
| Worst month | −7.7% | −7.7% | −7.7% | −7.7% |
| Best 12 months | +21.2% | +21.2% | +30.1% | +30.1% |
| Worst 12 months | −10.5% | −19.0% | −19.0% | −19.0% |
| Positive months | 67% | 58% | 60% | 54% |
| Beta vs S&P 500 | 0.74 | 0.57 | 0.57 | — |
| Correlation with S&P 500 | 0.76 | 0.74 | 0.74 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
WBIG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 135 | −19.0% | +0.1% | +30.1% | 51% |
| 3-year (a year) | 111 | −6.0% | +2.4% | +10.3% | 76% |
| 5-year (a year) | 87 | −2.1% | +1.8% | +8.4% | 83% |
| 10-year (a year) | 27 | −0.1% | +2.2% | +5.2% | 96% |
Every holding period starting at a month-end since 2014. Returns for 3 years and longer are annualized.
WBIG performance overview
WBI BullBear Yield 3000 ETF (WBIG) returned +16.0% over the past year and +5.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2014 it has returned +2.2% a year, turning $10,000 into about $12,956. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −25.3%, from Mar 25, 2022 to Apr 21, 2025, and it took 1.3 years to get back to the old high. WBIG finished 4 of its 11 full calendar years with a gain; the best year was 2017 (+25.4%) and the worst 2015 (−10.5%). Volatility has been 11.3% a year.
Related: WBIG chart, WBIG holdings, WBIG dividends, WBIG bond profile. See the WBIG overview for the latest quote and fund facts.
WBIG performance FAQ
What is the WBIG return over the past year?
WBIG returned +16.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.7%.
What is the average annual return of WBIG?
WBIG has returned +1.6% a year over 5 years, +5.1% a year over 10 years, +2.2% a year since August 27, 2014 (total return, distributions reinvested).
How much would $10,000 invested in WBIG be worth?
$10,000 invested in WBIG at its first recorded close on August 27, 2014 would be worth about $12,956 on October 23, 2026 with distributions reinvested.
What was the worst year for WBIG?
The worst calendar year was 2015, with a total return of −10.5%. The best was 2017 at +25.4%.
What is the biggest drawdown of WBIG?
The largest peak-to-trough decline was −25.3% between March 25, 2022 and April 21, 2025. It recovered to the old high on August 7, 2026, 1.3 years after the bottom.
How volatile is WBIG?
Over the past 3 years WBIG had an annualized volatility of 12.2% and a Sharpe ratio of 0.24 (excess return over 1–3 month T-bills per unit of risk).