For the month ended June 30, WBIB “also provided solid diversification benefits, with a Beta of only 0.82, a correlation of 0.82 and a coefficient of determination of just 0.67 to the S&P 500 Index. During the first half of 2015, the Fund has a Win: Loss ratio of 1.3 to 1, with 73 positive days versus only 56 negative days. The Fund’s active strategy aims to capture up-market performance and avoiding down-market performance,” according to WBI.
WBIB charges 1% per year.
Chart Courtesy: WBI