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

ETF | Large Blend |

Last Closing

USD 45.81

Change

+0.34 (+0.75)%

Market Cap

USD 1.16B

Volume

0.06M

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: 2025-03-17 )

Largest Industry Peers for Large Blend

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

+2.29 (+0.83%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF

+0.50 (+0.76%)

USD 56.87B
SCHX Schwab U.S. Large-Cap ETF

+0.21 (+0.95%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

+0.30 (+0.61%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.87 (+0.79%)

USD 12.23B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.56 (+0.82%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili..

+0.73 (+1.00%)

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

+0.62 (+1.10%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

+0.28 (+0.70%)

USD 4.00B
SCHK Schwab 1000 ETF

+0.22 (+0.81%)

USD 3.90B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

+0.28 (+0%)

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 -1.88% 63% D 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.88% 63% D 37% F
Trailing 12 Months  
Capital Gain 9.80% 56% F 71% C-
Dividend Return 0.86% 40% F 14% F
Total Return 10.67% 53% F 66% D+
Trailing 5 Years  
Capital Gain 94.52% 17% F 58% F
Dividend Return 8.39% 8% B- 14% F
Total Return 102.92% 11% F 51% F
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.