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

ETF | Large Blend |

Last Closing

USD 40.28

Change

-0.21 (-0.52)%

Market Cap

USD 1.00B

Volume

0.06M

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: 2024-04-17 )

Largest Industry Peers for Large Blend

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

-4.16 (-1.65%)

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

-8.08 (-1.58%)

USD 528.58B
IVV iShares Core S&P 500 ETF

-8.15 (-1.59%)

USD 428.78B
VOO Vanguard S&P 500 ETF

-7.41 (-1.58%)

USD 419.07B
VIG Vanguard Dividend Appreciation..

-2.13 (-1.20%)

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

-2.36 (-1.44%)

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

-1.89 (-1.69%)

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

-0.95 (-1.57%)

USD 40.18B
SPLG SPDR® Portfolio S&P 500 ETF

-0.94 (-1.57%)

USD 33.77B
IWB iShares Russell 1000 ETF

-4.54 (-1.62%)

USD 33.43B

ETFs Containing NTSX

HNDL Strategy Shares Nasdaq 7 .. 6.82 % 0.95 %

-0.28 (0%)

USD 0.82B
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 2.49% 21% F 65% D
Dividend Return 0.27% 21% F 13% F
Total Return 2.76% 23% F 62% D
Trailing 12 Months  
Capital Gain 14.40% 30% F 72% C
Dividend Return 1.36% 32% F 18% F
Total Return 15.76% 27% F 69% C-
Trailing 5 Years  
Capital Gain 53.37% 36% F 76% C+
Dividend Return 6.78% 23% F 22% F
Total Return 60.15% 39% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 9.41% 31% F 70% C-
Dividend Return 10.43% 30% F 67% D+
Total Return 1.02% 22% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 18.48% 53% F 59% D-
Risk Adjusted Return 56.47% 27% F 81% 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.