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

ETF | Large Blend |

Last Closing

USD 43.49

Change

+0.74 (+1.73)%

Market Cap

USD 1.06B

Volume

0.05M

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: 2025-04-23 )

Largest Industry Peers for Large Blend

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

+4.41 (+1.70%)

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

+1.00 (+1.61%)

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SCHX Schwab U.S. Large-Cap ETF

+0.36 (+1.73%)

USD 48.13B
DYNF BlackRock US Equity Factor Rot..

+0.80 (+1.74%)

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

+1.50 (+1.44%)

USD 11.80B
SPTM SPDR® Portfolio S&P 1500 Comp..

+1.01 (+1.58%)

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

-0.23 (-0.32%)

USD 7.56B
JQUA JPMorgan U.S. Quality Factor E..

+0.69 (+1.29%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

+0.36 (+0.93%)

USD 3.97B
SCHK Schwab 1000 ETF

+0.44 (+1.73%)

USD 3.74B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 6.04 % 0.95 %

+0.17 (+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 -6.85% 64% D 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.85% 64% D 38% F
Trailing 12 Months  
Capital Gain 7.06% 86% B+ 74% C
Dividend Return 0.63% 25% F 10% F
Total Return 7.68% 85% B 68% D+
Trailing 5 Years  
Capital Gain 54.27% 14% F 59% D-
Dividend Return 6.88% 8% B- 14% F
Total Return 61.16% 13% F 51% F
Average Annual (5 Year Horizon)  
Capital Gain 9.17% 21% F 66% D+
Dividend Return 10.28% 19% F 63% D
Total Return 1.11% 28% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 18.06% 53% F 57% F
Risk Adjusted Return 56.92% 24% F 71% C-
Market Capitalization 1.06B 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.