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

ETF | Large Blend |

Last Closing

USD 44.88

Change

+0.40 (+0.90)%

Market Cap

USD 1.08B

Volume

0.09M

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: 2024-07-05 )

Largest Industry Peers for Large Blend

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

-4.84 (-0.86%)

USD 548.53B
IVV iShares Core S&P 500 ETF

-4.79 (-0.85%)

USD 487.95B
VOO Vanguard S&P 500 ETF

-4.42 (-0.86%)

USD 470.28B
VTI Vanguard Total Stock Market In..

-1.23 (-0.45%)

USD 408.46B
VIG Vanguard Dividend Appreciation..

+0.45 (+0.24%)

USD 79.38B
ITOT iShares Core S&P Total U.S. St..

-0.60 (-0.49%)

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

+1.99 (+1.21%)

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

-0.48 (-0.72%)

USD 43.76B
IWB iShares Russell 1000 ETF

-1.93 (-0.63%)

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

-0.54 (-0.82%)

USD 36.98B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

N/A
HNDL Strategy Shares Nasdaq 7 .. 0.00 % 0.95 %

+0.05 (+0%)

USD 0.81B

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 14.20% 50% F 82% B
Dividend Return 0.59% 31% F 14% F
Total Return 14.78% 51% F 80% B-
Trailing 12 Months  
Capital Gain 23.16% 52% F 81% B-
Dividend Return 1.36% 35% F 19% F
Total Return 24.52% 53% F 79% B-
Trailing 5 Years  
Capital Gain 63.14% 43% F 80% B-
Dividend Return 6.58% 22% F 22% F
Total Return 69.72% 44% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 9.82% 26% F 70% C-
Dividend Return 10.90% 24% F 67% D+
Total Return 1.08% 23% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 18.59% 53% F 55% F
Risk Adjusted Return 58.63% 20% F 79% 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.