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

ETF | Large Blend |

Last Closing

USD 46.81

Change

-0.62 (-1.31)%

Market Cap

USD 1.20B

Volume

0.05M

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: 2025-03-04 )

Largest Industry Peers for Large Blend

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

+3.23 (+1.14%)

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

+0.73 (+1.08%)

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

+0.26 (+1.14%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

+0.55 (+1.09%)

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

+1.15 (+1.01%)

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

+0.77 (+1.10%)

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

+0.25 (+0.34%)

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

+0.50 (+0.86%)

USD 5.86B
SCHK Schwab 1000 ETF

+0.32 (+1.15%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

+0.50 (+1.22%)

USD 4.07B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

-0.01 (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 0.26% 73% C 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.26% 73% C 48% F
Trailing 12 Months  
Capital Gain 12.80% 56% F 75% C
Dividend Return 0.87% 23% F 12% F
Total Return 13.66% 51% F 71% C-
Trailing 5 Years  
Capital Gain 60.58% 22% F 72% C
Dividend Return 6.78% 10% F 17% F
Total Return 67.37% 17% F 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.39% 19% F 65% D
Dividend Return 11.52% 19% F 62% D
Total Return 1.13% 28% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 19.17% 54% F 56% F
Risk Adjusted Return 60.10% 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.