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

ETF | Large Blend |

Last Closing

USD 47.34

Change

+0.95 (+2.05)%

Market Cap

USD 1.19B

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: 2024-11-06 )

Largest Industry Peers for Large Blend

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

+7.98 (+2.80%)

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

+0.59 (+2.59%)

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

+1.69 (+2.49%)

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

+3.02 (+2.65%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

+1.33 (+2.64%)

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

+1.89 (+2.68%)

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

+1.20 (+1.68%)

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

+1.13 (+1.99%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.76 (+2.73%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+2.44 (+2.03%)

USD 3.66B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 7.04 % 0.95 %

+0.13 (+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 20.46% 60% D- 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.46% 60% D- 74% C
Trailing 12 Months  
Capital Gain 32.20% 58% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.20% 58% F 73% C
Trailing 5 Years  
Capital Gain 65.87% 53% F 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 65.87% 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.