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

ETF | Large Blend |

Last Closing

USD 42.65

Change

+0.29 (+0.68)%

Market Cap

USD 1.05B

Volume

0.08M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-24 )

Largest Industry Peers for Large Blend

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

+2.09 (+0.39%)

USD 524.51B
IVV iShares Core S&P 500 ETF

+2.07 (+0.38%)

USD 473.37B
VOO Vanguard S&P 500 ETF

+2.08 (+0.42%)

USD 473.15B
VTI Vanguard Total Stock Market In..

+0.88 (+0.33%)

USD 395.02B
VIG Vanguard Dividend Appreciation..

-1.20 (-0.65%)

USD 79.96B
ITOT iShares Core S&P Total U.S. St..

+0.35 (+0.30%)

USD 56.42B
RSP Invesco S&P 500® Equal Weight..

-1.14 (-0.69%)

USD 53.72B
SCHX Schwab U.S. Large-Cap ETF

+0.23 (+0.36%)

USD 42.96B
SPLG SPDR® Portfolio S&P 500 ETF

+0.25 (+0.39%)

USD 39.37B
IWB iShares Russell 1000 ETF

+0.86 (+0.29%)

USD 36.22B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 7.06 % 0.95 %

-0.05 (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 8.52% 39% F 71% C-
Dividend Return 0.27% 20% F 11% F
Total Return 8.79% 41% F 68% D+
Trailing 12 Months  
Capital Gain 20.34% 27% F 70% C-
Dividend Return 1.35% 35% F 17% F
Total Return 21.70% 25% F 67% D+
Trailing 5 Years  
Capital Gain 64.19% 38% F 75% C
Dividend Return 6.85% 22% F 21% F
Total Return 71.05% 39% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 9.67% 28% F 69% C-
Dividend Return 10.72% 27% F 66% D+
Total Return 1.05% 23% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 18.52% 52% F 59% D-
Risk Adjusted Return 57.85% 25% 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.