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

ETF | Large Blend |

Last Closing

USD 45.85

Change

-0.06 (-0.13)%

Market Cap

USD 1.19B

Volume

0.16M

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: 2024-11-04 )

Largest Industry Peers for Large Blend

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

-0.51 (-0.18%)

USD 443.55B
SCHX Schwab U.S. Large-Cap ETF

-0.05 (-0.22%)

USD 50.00B
SPLG SPDR® Portfolio S&P 500 ETF

-0.14 (-0.21%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.21 (-0.19%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

+0.02 (+0.04%)

USD 12.68B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.12 (-0.17%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

-0.06 (-0.08%)

USD 7.49B
JQUA JPMorgan U.S. Quality Factor E..

+0.04 (+0.07%)

USD 5.05B
SCHK Schwab 1000 ETF

-0.06 (-0.22%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+0.09 (+0.08%)

USD 3.66B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 7.03 % 0.95 %

+0.07 (+0%)

USD 0.79B
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 16.67% 63% D 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.67% 63% D 74% C
Trailing 12 Months  
Capital Gain 28.97% 68% D+ 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.97% 68% D+ 75% C
Trailing 5 Years  
Capital Gain 60.65% 53% F 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 60.65% 53% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 10.30% 21% F 68% D+
Dividend Return 11.41% 18% F 65% D
Total Return 1.12% 28% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 19.05% 53% F 56% F
Risk Adjusted Return 59.90% 24% F 76% C+
Market Capitalization 1.19B 68% D+ 60% 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:
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.