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

ETF | Large Blend |

Last Closing

USD 45.59

Change

0.00 (0.00)%

Market Cap

USD 1.06B

Volume

0.02M

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: 2025-05-11 )

Largest Industry Peers for Large Blend

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

+0.19 (+0.07%)

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

+0.08 (+0.12%)

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

+0.04 (+0.17%)

USD 48.13B
DYNF BlackRock US Equity Factor Rot..

+0.10 (+0.19%)

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

-0.01 (-0.01%)

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

+0.03 (+0.04%)

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

-0.51 (-0.71%)

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

-0.22 (-0.37%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

-0.08 (-0.19%)

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 %

-0.03 (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 -2.36% 68% D+ 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.36% 68% D+ 44% F
Trailing 12 Months  
Capital Gain 9.07% 80% B- 76% C+
Dividend Return 0.61% 25% F 10% F
Total Return 9.68% 77% C+ 71% C-
Trailing 5 Years  
Capital Gain 59.96% 15% F 60% D-
Dividend Return 6.81% 10% F 15% F
Total Return 66.77% 11% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 8.75% 21% F 66% D+
Dividend Return 9.85% 20% F 63% D
Total Return 1.10% 28% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 17.71% 48% F 56% F
Risk Adjusted Return 55.64% 24% F 70% C-
Market Capitalization 1.06B 65% 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.

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.