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

ETF | Large Blend |

Last Closing

USD 46.89

Change

0.00 (0.00)%

Market Cap

USD 1.17B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

Largest Industry Peers for Large Blend

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

N/A

USD 0.82B

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 19.31% 64% D 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.31% 64% D 77% C+
Trailing 12 Months  
Capital Gain 34.12% 86% B+ 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 34.12% 86% B+ 79% B-
Trailing 5 Years  
Capital Gain 68.12% 58% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 68.12% 58% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 9.96% N/A N/A 68% D+
Dividend Return 11.09% N/A N/A 64% D
Total Return 1.13% N/A N/A 26% F
Risk Return Profile  
Volatility (Standard Deviation) 18.74% N/A N/A 55% F
Risk Adjusted Return 59.17% N/A N/A 76% C+
Market Capitalization 1.17B 68% D+ 59% D-

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:
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.