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

ETF | Large Blend |

Last Closing

USD 48.79

Change

-0.21 (-0.43)%

Market Cap

USD 1.20B

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)

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Relative Returns (From:    To: 2025-02-18 )

Largest Industry Peers for Large Blend

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

+0.43 (+0.14%)

USD 474.06B
SPLG SPDR® Portfolio S&P 500 ETF

+0.17 (+0.24%)

USD 58.63B
SCHX Schwab U.S. Large-Cap ETF

+0.02 (+0.08%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

+0.11 (+0.21%)

USD 15.09B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.17 (+0.14%)

USD 13.57B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.18 (+0.24%)

USD 10.01B
SPLV Invesco S&P 500® Low Volatili..

+0.37 (+0.51%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.02 (-0.03%)

USD 5.86B
SCHK Schwab 1000 ETF

+0.05 (+0.17%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

+0.11 (+0.26%)

USD 4.07B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

+0.03 (+0%)

USD 0.74B

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 4.50% 51% F 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.50% 51% F 63% D
Trailing 12 Months  
Capital Gain 20.47% 50% F 75% C
Dividend Return 0.89% 23% F 12% F
Total Return 21.36% 47% F 73% C
Trailing 5 Years  
Capital Gain 54.74% 28% F 75% C
Dividend Return 6.27% 11% F 18% F
Total Return 61.01% 21% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.46% 19% F 65% D
Dividend Return 11.59% 18% 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 60.33% 24% F 73% C
Market Capitalization 1.20B 66% 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.