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NTSX: WisdomTree 90/60 US Balanced (STOCK)


Basic Info     42.6 0.29(0.69%) March 27

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Asset Class:EQUITY
MyPlanIQ Rating: Not Rated
Start Date:08/02/2018
Last Dividend Date:03/22/2024
12-Mo. Yield 1.15%
Expenses -
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Performance Analytics (As of 03/27/2024)

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Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr Since
08/02/2018
2023 2022 2021 2020 2019 2018
Annualized Return(%) 0.8 8.7 27.1 6.3 12.0 11.2 22.7 -25.8 22.2 24.9 32.2 -8.7
Sharpe Ratio NA 3.47 1.9 0.22 0.53 0.5 1.35 -1.11 1.8 0.82 3.07 -1.46
Draw Down(%) NA 1.8 12.6 31.3 31.3 31.3 12.6 30.9 5.6 28.3 4.4 16.4
Standard Deviation(%) NA 11.3 12.5 17.5 19.8 19.2 13.8 24.6 12.4 30.0 10.0 14.6
Treynor Ratio NA 0.44 0.25 0.04 0.12 0.11 0.2 -0.29 0.27 0.29 0.41 -0.33
Alpha NA 0.01 -0.01 -0.01 0.0 0.0 0.0 -0.04 0.01 0.02 0.03 -0.01
Beta NA 0.89 0.94 0.92 0.87 0.85 0.92 0.95 0.81 0.84 0.76 0.65
RSquared NA 0.86 0.81 0.87 0.92 0.9 0.81 0.92 0.81 0.96 0.92 0.72

*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2018

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