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

ETF | Large Blend |

Last Closing

USD 42.6

Change

+0.29 (+0.69)%

Market Cap

USD 1.00B

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: 2024-03-27 )

Largest Industry Peers for Large Blend

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

+2.32 (+0.93%)

USD 1,599.41B
SPY SPDR S&P 500 ETF Trust

+4.77 (+0.95%)

USD 528.58B
IVV iShares Core S&P 500 ETF

+4.95 (+0.98%)

USD 428.78B
VOO Vanguard S&P 500 ETF

+4.63 (+1.00%)

USD 419.07B
VIG Vanguard Dividend Appreciation..

+0.18 (+0.10%)

USD 77.60B
RSP Invesco S&P 500® Equal Weight..

+0.08 (+0.05%)

USD 53.38B
ITOT iShares Core S&P Total U.S. St..

+1.07 (+0.97%)

USD 51.22B
SCHX Schwab U.S. Large-Cap ETF

+0.55 (+0.92%)

USD 40.18B
IWB iShares Russell 1000 ETF

+2.65 (+0.96%)

USD 33.43B
VV Vanguard Large-Cap Index Fund ..

+2.51 (+1.09%)

USD 32.71B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

+0.09 (+0%)

USD 0.88B

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 8.40% 26% F 72% C
Dividend Return 0.27% 23% F 13% F
Total Return 8.66% 27% F 70% C-
Trailing 12 Months  
Capital Gain 24.38% 32% F 74% C
Dividend Return 1.40% 35% F 18% F
Total Return 25.78% 31% F 72% C
Trailing 5 Years  
Capital Gain 65.04% 37% F 77% C+
Dividend Return 6.90% 23% F 23% F
Total Return 71.94% 37% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 9.12% 33% F 70% C-
Dividend Return 10.13% 32% F 68% D+
Total Return 1.00% 21% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 18.46% 57% F 60% D-
Risk Adjusted Return 54.85% 28% F 82% B
Market Capitalization 1.00B 57% F 55% 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:

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.