NTSX Performance & Returns | WisdomTree 90/60 US Balanced

WisdomTree 90/60 US Balanced (NTSX)

32.13

-0.66 (-2.01%) USD | Sep 23, 16:59

Performance Versus Category

20%

15%

10%

View Category Returns. Upgrade now.

Name

YTD

10Y

Total Return (Price)

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of September 22, 2020. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

YTD

WisdomTree 90/60 US Balanced

32.18%

11.43%

S&P 500 Total Return

15.06%

2.11%

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

4.05%

Cornerstone Total Return

-11.13%

-11.55%

7.56%

33.79%

-3.18%

6.07%

10.55%

21.28%

-11.65%

21.83%

14.80%

ProShares Large Cap Core Plus

14.15%

0.55%

16.67%

35.34%

16.48%

-0.51%

13.71%

22.51%

-7.91%

29.26%

-1.52%

Global X S&P 500® Catholic Values ETF

22.83%

-5.80%

31.65%

4.31%

Fidelity® Low Volatility Factor ETF

20.44%

-0.26%

31.10%

2.41%

As of September 22, 2020.

Periodic Total Returns Versus Peers

Name

10Y

15Y

20Y

WisdomTree 90/60 US Balanced

-2.13%

7.45%

42.94%

18.86%

14.82%

S&P 500 Total Return

-2.27%

6.78%

45.18%

12.95%

12.00%

13.56%

13.65%

9.18%

6.30%

9.84%

Cornerstone Total Return

2.30%

12.66%

81.17%

20.72%

10.85%

11.85%

6.18%

1.62%

7.53%

5.37%

ProShares Large Cap Core Plus

-2.82%

5.71%

43.57%

6.91%

8.27%

11.60%

12.82%

13.91%

Global X S&P 500® Catholic Values ETF

-2.16%

6.58%

45.14%

12.99%

11.72%

12.96%

Fidelity® Low Volatility Factor ETF

-0.98%

6.98%

42.27%

8.12%

13.01%

13.57%

As of September 22, 2020. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of August 31, 2020