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

ETF | Large Blend |

Last Closing

USD 42.88

Change

-0.87 (-1.99)%

Market Cap

USD 1.06B

Volume

0.06M

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: 2025-04-16 )

Largest Industry Peers for Large Blend

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

+0.54 (+0.21%)

USD 423.10B
SPLG SPDR® Portfolio S&P 500 ETF

+0.09 (+0.15%)

USD 56.21B
SCHX Schwab U.S. Large-Cap ETF

+0.03 (+0.14%)

USD 48.13B
DYNF BlackRock US Equity Factor Rot..

+0.03 (+0.07%)

USD 14.67B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.37 (+0.36%)

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

+0.11 (+0.17%)

USD 9.06B
SPLV Invesco S&P 500® Low Volatili..

+0.60 (+0.84%)

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

+0.29 (+0.54%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

-0.07 (-0.18%)

USD 3.97B
SCHK Schwab 1000 ETF

+0.02 (+0.08%)

USD 3.74B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 6.04 % 0.95 %

+0.07 (+0%)

USD 0.65B
FIVR 5.78 % 0.00 %

N/A

N/A

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 -8.16% 66% D+ 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.16% 66% D+ 40% F
Trailing 12 Months  
Capital Gain 6.45% 82% B 73% C
Dividend Return 0.63% 23% F 10% F
Total Return 7.09% 79% B- 67% D+
Trailing 5 Years  
Capital Gain 50.72% 14% F 60% D-
Dividend Return 6.82% 8% B- 14% F
Total Return 57.54% 13% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 9.33% 21% F 66% D+
Dividend Return 10.44% 19% F 63% D
Total Return 1.11% 29% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 18.19% 53% F 57% F
Risk Adjusted Return 57.43% 24% F 71% C-
Market Capitalization 1.06B 66% D+ 59% 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.