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

ETF | Large Blend |

Last Closing

USD 46.93

Change

0.00 (0.00)%

Market Cap

USD 1.21B

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: 2024-11-17 )

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 0.79B

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 19.41% 38% F 75% C
Dividend Return 0.92% 25% F 14% F
Total Return 20.33% 38% F 72% C
Trailing 12 Months  
Capital Gain 27.32% 38% F 74% C
Dividend Return 1.36% 26% F 16% F
Total Return 28.68% 36% F 72% C
Trailing 5 Years  
Capital Gain 62.00% 32% F 75% C
Dividend Return 7.61% 9% A- 20% F
Total Return 69.61% 28% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 10.40% 22% F 66% D+
Dividend Return 11.52% 19% F 64% D
Total Return 1.12% 28% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 19.14% 53% F 57% F
Risk Adjusted Return 60.20% 25% F 76% C+
Market Capitalization 1.21B 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.