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

ETF | Large Blend |

Last Closing

USD 46.99

Change

+0.10 (+0.21)%

Market Cap

USD 1.17B

Volume

0.05M

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: 2024-09-30 )

Largest Industry Peers for Large Blend

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

+1.11 (+0.39%)

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

+0.29 (+0.43%)

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

+0.24 (+0.35%)

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

+0.39 (+0.35%)

USD 12.90B
DYNF BlackRock US Equity Factor Rot..

+0.21 (+0.43%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.27 (+0.39%)

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

+0.20 (+0.28%)

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

+0.12 (+0.21%)

USD 5.08B
SCHK Schwab 1000 ETF

+0.22 (+0.40%)

USD 3.80B
SUSA iShares MSCI USA ESG Select

+0.46 (+0.38%)

USD 3.71B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 7.04 % 0.95 %

+0.02 (+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 19.57% 49% F 79% B-
Dividend Return 0.92% 25% F 16% F
Total Return 20.48% 48% F 76% C+
Trailing 12 Months  
Capital Gain 35.11% 83% B 80% B-
Dividend Return 1.44% 34% F 19% F
Total Return 36.54% 81% B- 79% B-
Trailing 5 Years  
Capital Gain 72.57% 38% F 78% C+
Dividend Return 7.12% 23% F 21% F
Total Return 79.69% 37% F 75% 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 67% D+ 58% 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:
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.