NTSX:NYE-WisdomTree 90/60 US Balanced (USD)

ETF | Large Blend |

Last Closing

USD 42.78

Change

+0.02 (+0.05)%

Market Cap

USD 1.05B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-21 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

+0.33 (+0.06%)

USD 533.64B
IVV iShares Core S&P 500 ETF

+0.19 (+0.03%)

USD 470.06B
VOO Vanguard S&P 500 ETF

+0.40 (+0.08%)

USD 462.68B
VTI Vanguard Total Stock Market In..

-0.20 (-0.07%)

USD 394.93B
VIG Vanguard Dividend Appreciation..

-0.40 (-0.22%)

USD 78.38B
ITOT iShares Core S&P Total U.S. St..

-0.17 (-0.14%)

USD 55.78B
RSP Invesco S&P 500® Equal Weight..

-1.05 (-0.64%)

USD 55.39B
SCHX Schwab U.S. Large-Cap ETF

N/A

USD 41.62B
SPLG SPDR® Portfolio S&P 500 ETF

+0.03 (+0.05%)

USD 37.89B
IWB iShares Russell 1000 ETF

+0.07 (+0.02%)

USD 36.17B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 6.45 % 0.95 %

+0.03 (+0%)

USD 0.82B
FIVR 5.78 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.85% 36% F 68% D+
Dividend Return 0.27% 21% F 12% F
Total Return 9.12% 35% F 66% D+
Trailing 12 Months  
Capital Gain 21.85% 27% F 70% C-
Dividend Return 1.37% 35% F 17% F
Total Return 23.21% 26% F 68% D+
Trailing 5 Years  
Capital Gain 65.12% 37% F 74% C
Dividend Return 6.87% 23% F 21% F
Total Return 71.99% 38% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.63% 30% F 69% C-
Dividend Return 10.67% 27% F 66% D+
Total Return 1.04% 23% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 18.51% 53% F 60% D-
Risk Adjusted Return 57.67% 26% F 80% B-
Market Capitalization 1.05B 55% F 55% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.