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

ETF | Large Blend |

Last Closing

USD 47.76

Change

+0.11 (+0.23)%

Market Cap

USD 1.17B

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)

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Relative Returns (From:    To: 2025-06-02 )

Largest Industry Peers for Large Blend

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

+2.01 (+0.69%)

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

+0.42 (+0.60%)

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

+0.16 (+0.68%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

+0.27 (+0.52%)

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

+0.83 (+0.71%)

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

+0.50 (+0.70%)

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

-0.16 (-0.22%)

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

+0.32 (+0.54%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

+0.06 (+0.14%)

USD 4.33B
SCHK Schwab 1000 ETF

+0.18 (+0.63%)

USD 4.15B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

+0.07 (+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 2.29% 83% B 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.29% 83% B 65% D
Trailing 12 Months  
Capital Gain 12.51% 73% C 78% C+
Dividend Return 0.60% 22% F 9% A-
Total Return 13.11% 69% C- 75% C
Trailing 5 Years  
Capital Gain 55.98% 18% F 66% D+
Dividend Return 6.34% 9% A- 15% F
Total Return 62.31% 14% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 8.43% 23% F 68% D+
Dividend Return 9.52% 21% F 65% D
Total Return 1.09% 28% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 17.45% 45% F 55% F
Risk Adjusted Return 54.55% 24% F 71% C-
Market Capitalization 1.17B 65% 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.