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

ETF | Large Blend |

Last Closing

USD 47.53

Change

+0.22 (+0.47)%

Market Cap

USD 1.19B

Volume

0.25M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-06 )

Largest Industry Peers for Large Blend

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

-3.29 (-1.12%)

USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF

-0.76 (-1.09%)

USD 54.47B
SCHX Schwab U.S. Large-Cap ETF

-0.30 (-1.27%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

-0.60 (-1.15%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.31 (-1.12%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.81 (-1.12%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

+0.03 (+0.04%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

-0.41 (-0.71%)

USD 5.38B
SCHK Schwab 1000 ETF

-0.32 (-1.11%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

-1.06 (-0.86%)

USD 3.87B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

N/A
HNDL Strategy Shares Nasdaq 7 .. 0.00 % 0.95 %

-0.12 (0%)

USD 0.75B

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 1.80% 84% B 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.80% 84% B 70% C-
Trailing 12 Months  
Capital Gain 21.03% 47% F 78% C+
Dividend Return 0.92% 20% F 12% F
Total Return 21.95% 47% F 76% C+
Trailing 5 Years  
Capital Gain 58.86% 36% F 77% C+
Dividend Return 6.61% 11% F 18% F
Total Return 65.46% 33% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 10.50% 19% F 65% D
Dividend Return 11.64% 19% F 63% D
Total Return 1.13% 28% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 19.23% 54% F 57% F
Risk Adjusted Return 60.51% 25% F 74% 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.