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

ETF | Large Blend |

Last Closing

USD 45.64

Change

+0.11 (+0.24)%

Market Cap

USD 1.06B

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: 2025-05-08 )

Largest Industry Peers for Large Blend

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

-0.31 (-0.11%)

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

-0.07 (-0.11%)

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

-0.01 (-0.04%)

USD 48.13B
DYNF BlackRock US Equity Factor Rot..

-0.04 (-0.08%)

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

-0.23 (-0.21%)

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

-0.08 (-0.12%)

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

-0.09 (-0.12%)

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

-0.19 (-0.33%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

-0.02 (-0.05%)

USD 3.97B
SCHK Schwab 1000 ETF

-0.02 (-0.07%)

USD 3.74B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

+0.04 (+0%)

USD 0.65B

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 -2.25% 68% D+ 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.25% 68% D+ 45% F
Trailing 12 Months  
Capital Gain 8.95% 77% C+ 76% C+
Dividend Return 0.61% 22% F 10% F
Total Return 9.56% 73% C 71% C-
Trailing 5 Years  
Capital Gain 57.65% 15% F 61% D-
Dividend Return 6.70% 10% F 15% F
Total Return 64.35% 14% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 8.89% 21% F 66% D+
Dividend Return 9.99% 20% F 63% D
Total Return 1.10% 27% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 17.82% 48% F 57% F
Risk Adjusted Return 56.06% 24% F 71% C-
Market Capitalization 1.06B 67% 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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.