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

ETF | Large Blend |

Last Closing

USD 48.28

Change

0.00 (0.00)%

Market Cap

USD 1.15B

Volume

0.07M

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: 2025-02-08 )

Largest Industry Peers for Large Blend

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 6.38 % 0.95 %

N/A

USD 0.74B
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 3.41% 73% C 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.41% 73% C 64% D
Trailing 12 Months  
Capital Gain 17.73% 49% F 73% C
Dividend Return 0.88% 23% F 12% F
Total Return 18.61% 47% F 71% C-
Trailing 5 Years  
Capital Gain 54.50% 28% F 74% C
Dividend Return 6.33% 11% F 18% F
Total Return 60.82% 21% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.47% 19% F 65% D
Dividend Return 11.60% 19% F 62% D
Total Return 1.13% 28% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 19.21% 54% F 56% F
Risk Adjusted Return 60.37% 24% F 73% C
Market Capitalization 1.15B 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.