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

ETF | Large Blend |

Last Closing

USD 43.7

Change

-0.21 (-0.48)%

Market Cap

USD 1.09B

Volume

0.10M

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: 2024-07-01 )

Largest Industry Peers for Large Blend

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

+2.45 (+0.45%)

USD 524.51B
IVV iShares Core S&P 500 ETF

+2.42 (+0.44%)

USD 487.95B
VOO Vanguard S&P 500 ETF

+2.28 (+0.45%)

USD 470.28B
VTI Vanguard Total Stock Market In..

+1.11 (+0.41%)

USD 395.02B
VIG Vanguard Dividend Appreciation..

+0.20 (+0.11%)

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

+0.35 (+0.29%)

USD 56.96B
RSP Invesco S&P 500® Equal Weight..

+0.07 (+0.04%)

USD 53.98B
SCHX Schwab U.S. Large-Cap ETF

+0.28 (+0.43%)

USD 42.96B
IWB iShares Russell 1000 ETF

+1.12 (+0.37%)

USD 37.56B
SPLG SPDR® Portfolio S&P 500 ETF

+0.28 (+0.43%)

USD 36.98B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 7.02 % 0.95 %

+0.11 (+0%)

USD 0.81B
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 11.20% 44% F 80% B-
Dividend Return 0.59% 31% F 14% F
Total Return 11.78% 47% F 77% C+
Trailing 12 Months  
Capital Gain 18.01% 39% F 78% C+
Dividend Return 1.34% 33% F 18% F
Total Return 19.35% 41% F 76% C+
Trailing 5 Years  
Capital Gain 58.10% 39% F 79% B-
Dividend Return 6.55% 22% F 21% F
Total Return 64.65% 39% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 9.79% 26% F 70% C-
Dividend Return 10.86% 24% F 67% D+
Total Return 1.07% 23% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 18.57% 53% F 55% F
Risk Adjusted Return 58.46% 20% F 80% B-
Market Capitalization 1.09B 56% F 56% 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.