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

ETF | Large Blend |

Last Closing

USD 46.66

Change

0.00 (0.00)%

Market Cap

USD 1.17B

Volume

0.05M

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: 2025-05-26 )

Largest Industry Peers for Large Blend

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

+5.86 (+2.06%)

USD 473.09B
SPLG SPDR® Portfolio S&P 500 ETF

+1.39 (+2.04%)

USD 68.24B
SCHX Schwab U.S. Large-Cap ETF

+0.48 (+2.09%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

+1.07 (+2.10%)

USD 17.32B
GSLC Goldman Sachs ActiveBeta® U.S..

+2.16 (+1.89%)

USD 12.98B
SPTM SPDR® Portfolio S&P 1500 Comp..

+1.45 (+2.06%)

USD 10.11B
SPLV Invesco S&P 500® Low Volatili..

+0.74 (+1.02%)

USD 7.93B
JQUA JPMorgan U.S. Quality Factor E..

+1.05 (+1.81%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

+0.62 (+1.52%)

USD 4.33B
SCHK Schwab 1000 ETF

+0.56 (+2.00%)

USD 4.15B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

+0.29 (+0%)

USD 0.69B

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 -0.06% 76% C+ 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.06% 76% C+ 54% F
Trailing 12 Months  
Capital Gain 9.40% 72% C 74% C
Dividend Return 0.60% 22% F 10% F
Total Return 10.00% 61% D- 69% C-
Trailing 5 Years  
Capital Gain 55.79% 18% F 64% D
Dividend Return 6.48% 9% A- 15% F
Total Return 62.27% 14% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 8.52% 21% F 67% D+
Dividend Return 9.62% 21% F 64% D
Total Return 1.09% 28% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 17.52% 45% F 56% F
Risk Adjusted Return 54.89% 24% F 70% C-
Market Capitalization 1.17B 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.