NTSX:NYE-WisdomTree 90/60 U.S. Balanced Fund (USD)

ETF | Others |

Last Closing

USD 30.21

Change

-0.29 (-0.95)%

Market Cap

USD 0.04B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-27 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

+0.70 (+3.66%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.44 (+0.79%)

USD 32.43B
DTB DTB

+1.19 (+6.19%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2..

+0.36 (+1.19%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC)

-0.05 (-0.08%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

+0.02 (+0.04%)

USD 22.73B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 19.79B
AVUV Avantis® U.S. Small Cap Value..

+1.53 (+1.72%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.37 (+0.94%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

+0.59 (+1.15%)

USD 9.40B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

+0.12 (+0%)

USD 0.88B

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.99% 80% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.99% 80% B- 74% C
Trailing 12 Months  
Capital Gain 25.33% 86% B+ 82% B
Dividend Return 0.77% 20% F 10% F
Total Return 26.09% 86% B+ 81% B-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 5.47% 86% B+ 63% D
Dividend Return 5.83% 83% B 49% F
Total Return 0.36% 27% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 9.74% 39% F 77% C+
Risk Adjusted Return 59.84% 78% C+ 63% D
Market Capitalization 0.04B 54% F 15% F

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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 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.