NTSX Performance & Returns | WisdomTree 90/60 US Balanced

WisdomTree 90/60 US Balanced (NTSX)

37.12

-0.03 (-0.08%) USD | Feb 24, 12:14

Performance Versus Category

20%

15%

10%

View Category Returns. Upgrade now.

Name

YTD

10Y

15Y

Total Return (Price)

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of February 23, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

YTD

WisdomTree 90/60 US Balanced

32.18%

24.85%

1.50%

S&P 500 Total Return

2.11%

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

18.40%

3.57%

Cornerstone Total Return

-11.55%

7.56%

33.79%

-3.18%

6.07%

10.55%

21.28%

-11.65%

21.83%

27.88%

10.45%

WisdomTree US Earnings 500 ETF

-1.20%

14.60%

32.98%

13.59%

-1.57%

13.77%

22.73%

-7.50%

32.54%

11.94%

3.98%

ProShares Large Cap Core Plus

0.55%

16.67%

35.34%

16.48%

-0.51%

13.71%

22.51%

-7.91%

29.26%

10.94%

4.04%

Global X S&P 500® Catholic Values ETF

22.83%

-5.80%

31.65%

18.80%

4.00%

As of February 23, 2021.

Periodic Total Returns Versus Peers

Name

10Y

15Y

20Y

WisdomTree 90/60 US Balanced

-0.19%

6.43%

11.31%

20.00%

18.01%

S&P 500 Total Return

1.18%

8.91%

15.17%

18.38%

14.37%

17.39%

13.81%

9.89%

7.96%

10.28%

Cornerstone Total Return

2.73%

17.36%

25.86%

34.61%

13.70%

18.04%

8.14%

2.51%

9.20%

5.97%

WisdomTree US Earnings 500 ETF

1.41%

9.16%

17.19%

14.09%

11.85%

16.28%

12.95%

9.55%

ProShares Large Cap Core Plus

-0.27%

9.73%

13.89%

12.43%

10.27%

15.10%

12.86%

14.93%

Global X S&P 500® Catholic Values ETF

1.75%

9.44%

15.90%

18.82%

14.52%

15.74%

As of February 23, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

View Upside/Downside Capture Ratio. Upgrade now.

Name

10Y

15Y

Upside

Downside

Capture Ratio

As of January 31, 2021