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

ETF | Large Blend |

Last Closing

USD 44.08

Change

-1.75 (-3.82)%

Market Cap

USD 1.16B

Volume

0.08M

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: 2025-04-03 )

Largest Industry Peers for Large Blend

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

+24.73 (+10.15%)

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

+5.52 (+9.45%)

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

+1.83 (+9.34%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

+3.88 (+8.91%)

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

+9.12 (+9.34%)

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

+5.68 (+9.41%)

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

+3.00 (+4.40%)

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

+4.17 (+8.28%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

+2.38 (+6.40%)

USD 4.00B
SCHK Schwab 1000 ETF

+2.31 (+9.68%)

USD 3.90B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

+1.23 (+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 -5.59% 66% D+ 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.59% 66% D+ 39% F
Trailing 12 Months  
Capital Gain 5.45% 76% C+ 73% C
Dividend Return 0.61% 23% F 10% F
Total Return 6.06% 71% C- 65% D
Trailing 5 Years  
Capital Gain 76.46% 14% F 59% D-
Dividend Return 7.77% 8% B- 14% F
Total Return 84.23% 10% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 9.73% 22% F 66% D+
Dividend Return 10.85% 21% F 62% D
Total Return 1.12% 29% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 18.50% 53% F 57% F
Risk Adjusted Return 58.65% 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.