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

ETF | Large Blend |

Last Closing

USD 44.48

Change

+0.39 (+0.88)%

Market Cap

USD 1.08B

Volume

0.05M

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: 2024-07-03 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+0.06 (+0.02%)

USD 439.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.02 (+0.03%)

USD 46.15B
SCHX Schwab U.S. Large-Cap ETF

+0.05 (+0.07%)

USD 45.97B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.16 (+0.14%)

USD 12.90B
DYNF BlackRock US Equity Factor Rot..

+0.07 (+0.14%)

USD 12.01B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.02 (-0.03%)

USD 9.16B
SPLV Invesco S&P 500® Low Volatili..

-0.12 (-0.17%)

USD 7.54B
JQUA JPMorgan U.S. Quality Factor E..

+0.12 (+0.21%)

USD 5.08B
SCHK Schwab 1000 ETF

+0.08 (+0.15%)

USD 3.80B
SUSA iShares MSCI USA ESG Select

-0.05 (-0.04%)

USD 3.71B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 7.04 % 0.95 %

-0.08 (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 13.18% 49% F 80% B-
Dividend Return 0.59% 31% F 14% F
Total Return 13.77% 51% F 78% C+
Trailing 12 Months  
Capital Gain 20.09% 44% F 78% C+
Dividend Return 1.34% 34% F 18% F
Total Return 21.42% 45% F 76% C+
Trailing 5 Years  
Capital Gain 61.69% 41% F 79% B-
Dividend Return 6.58% 22% F 22% F
Total Return 68.27% 42% 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 1.08B 57% 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.