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

ETF | Large Blend |

Last Closing

USD 45.83

Change

+0.07 (+0.15)%

Market Cap

USD 1.16B

Volume

0.04M

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: 2025-03-20 )

Largest Industry Peers for Large Blend

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

-0.67 (-0.24%)

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

-0.14 (-0.21%)

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

-0.05 (-0.22%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.09 (-0.18%)

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

-0.29 (-0.26%)

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

-0.13 (-0.19%)

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

-0.14 (-0.19%)

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

-0.24 (-0.42%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.02 (-0.05%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.08 (-0.29%)

USD 3.90B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

+0.14 (+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 -1.84% 63% D 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.84% 63% D 38% F
Trailing 12 Months  
Capital Gain 7.78% 60% D- 71% C-
Dividend Return 0.85% 60% D- 16% F
Total Return 8.63% 64% D 65% D
Trailing 5 Years  
Capital Gain 98.48% 14% F 60% D-
Dividend Return 8.56% 8% B- 15% F
Total Return 107.05% 11% F 54% 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.