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

ETF | Large Blend |

Last Closing

USD 46.47

Change

-0.11 (-0.24)%

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: 2024-10-03 )

Largest Industry Peers for Large Blend

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

-0.60 (-0.21%)

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

-0.11 (-0.16%)

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

-0.12 (-0.18%)

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

-0.24 (-0.21%)

USD 12.90B
DYNF BlackRock US Equity Factor Rot..

+0.10 (+0.20%)

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

-0.13 (-0.19%)

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

-0.45 (-0.63%)

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

-0.11 (-0.20%)

USD 5.08B
SCHK Schwab 1000 ETF

-0.13 (-0.24%)

USD 3.80B
SUSA iShares MSCI USA ESG Select

-0.32 (-0.27%)

USD 3.71B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 7.04 % 0.95 %

+0.01 (+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 18.24% 50% F 77% C+
Dividend Return 0.92% 26% F 16% F
Total Return 19.16% 49% F 74% C
Trailing 12 Months  
Capital Gain 34.54% 82% B 79% B-
Dividend Return 1.45% 35% F 18% F
Total Return 35.99% 82% B 77% C+
Trailing 5 Years  
Capital Gain 66.74% 35% F 76% C+
Dividend Return 6.96% 23% F 21% F
Total Return 73.70% 33% 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 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.