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

ETF | Large Blend |

Last Closing

USD 48.21

Change

+0.24 (+0.50)%

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: 2025-06-04 )

Largest Industry Peers for Large Blend

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

-1.62 (-0.55%)

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

-0.33 (-0.47%)

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

-0.11 (-0.47%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

-0.29 (-0.55%)

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

-0.37 (-0.32%)

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

-0.34 (-0.47%)

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

-0.26 (-0.36%)

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

-0.14 (-0.24%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

-0.07 (-0.17%)

USD 4.33B
SCHK Schwab 1000 ETF

-0.14 (-0.49%)

USD 4.15B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

-0.08 (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 3.26% 88% B+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.26% 88% B+ 67% D+
Trailing 12 Months  
Capital Gain 11.39% 62% D 76% C+
Dividend Return 0.59% 22% F 9% A-
Total Return 11.98% 56% F 72% C
Trailing 5 Years  
Capital Gain 54.92% 18% F 67% D+
Dividend Return 6.23% 9% A- 15% F
Total Return 61.15% 15% F 61% 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 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.