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

ETF | Large Blend |

Last Closing

USD 42.23

Change

-0.37 (-0.87)%

Market Cap

USD 1.00B

Volume

0.09M

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: 2024-03-28 )

Largest Industry Peers for Large Blend

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

N/A

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

N/A

USD 528.58B
IVV iShares Core S&P 500 ETF

N/A

USD 428.78B
VOO Vanguard S&P 500 ETF

N/A

USD 419.07B
VIG Vanguard Dividend Appreciation..

N/A

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

N/A

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

N/A

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

N/A

USD 40.18B
IWB iShares Russell 1000 ETF

N/A

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

N/A

USD 32.71B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 6.82 % 0.95 %

N/A

USD 0.88B
FIVR 5.78 % 0.00 %

N/A

N/A

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 7.46% 16% F 67% D+
Dividend Return 0.27% 23% F 14% F
Total Return 7.72% 15% F 65% D
Trailing 12 Months  
Capital Gain 22.12% 24% F 71% C-
Dividend Return 1.39% 35% F 19% F
Total Return 23.51% 24% F 68% D+
Trailing 5 Years  
Capital Gain 63.61% 34% F 76% C+
Dividend Return 6.90% 23% F 24% F
Total Return 70.50% 37% F 74% 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 54% 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.