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

ETF | Large Blend |

Last Closing

USD 45.47

Change

0.00 (0.00)%

Market Cap

USD 1.16B

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: 2025-03-15 )

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 0.71B

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 -2.61% 66% D+ 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.61% 66% D+ 37% F
Trailing 12 Months  
Capital Gain 9.67% 63% D 73% C
Dividend Return 0.87% 31% F 14% F
Total Return 10.54% 58% F 68% D+
Trailing 5 Years  
Capital Gain 93.49% 19% F 65% D
Dividend Return 8.41% 10% F 15% F
Total Return 101.90% 15% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 10.32% 21% F 65% D
Dividend Return 11.45% 19% F 62% D
Total Return 1.13% 28% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 19.13% 54% F 56% F
Risk Adjusted Return 59.85% 24% F 72% C
Market Capitalization 1.16B 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.