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

ETF | Large Blend |

Last Closing

USD 40.63

Change

0.00 (0.00)%

Market Cap

USD 1.00B

Volume

0.10M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-28 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
SPY SPDR S&P 500 ETF Trust

+6.48 (+1.24%)

USD 510.94B
IVV iShares Core S&P 500 ETF

+6.52 (+1.24%)

USD 455.09B
VOO Vanguard S&P 500 ETF

+5.86 (+1.22%)

USD 444.68B
VTI Vanguard Total Stock Market In..

+3.19 (+1.23%)

USD 390.30B
VIG Vanguard Dividend Appreciation..

+1.95 (+1.07%)

USD 77.23B
RSP Invesco S&P 500® Equal Weight..

+1.33 (+0.80%)

USD 55.86B
ITOT iShares Core S&P Total U.S. St..

+1.45 (+1.26%)

USD 54.16B
SCHX Schwab U.S. Large-Cap ETF

+0.79 (+1.27%)

USD 39.95B
IWB iShares Russell 1000 ETF

+3.60 (+1.25%)

USD 35.14B
VV Vanguard Large-Cap Index Fund ..

+3.11 (+1.30%)

USD 34.45B

ETFs Containing NTSX

FIVR 5.78 % 0.00 %

N/A

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

+0.26 (+0%)

USD 0.82B

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 3.38% 15% F 62% D
Dividend Return 0.27% 21% F 13% F
Total Return 3.65% 16% F 58% F
Trailing 12 Months  
Capital Gain 14.39% 24% F 68% D+
Dividend Return 1.35% 32% F 17% F
Total Return 15.74% 24% F 65% D
Trailing 5 Years  
Capital Gain 52.19% 36% F 75% C
Dividend Return 6.67% 23% F 22% F
Total Return 58.86% 39% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.50% 31% F 70% C-
Dividend Return 10.53% 28% F 67% D+
Total Return 1.03% 22% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 18.48% 53% F 60% D-
Risk Adjusted Return 56.96% 27% F 81% B-
Market Capitalization 1.00B 55% 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.