Wisdomtree 9060 Balanced Etf Performance

NTSX Etf  USD 55.24  0.12  0.22%   
The entity maintains a market beta of 0.75, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WisdomTree 9060's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree 9060 is expected to be smaller as well.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days WisdomTree 9060 Balanced has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, WisdomTree 9060 is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more

WisdomTree 9060 Relative Risk vs. Return Landscape

If you would invest  5,506  in WisdomTree 9060 Balanced on November 3, 2025 and sell it today you would earn a total of  18.00  from holding WisdomTree 9060 Balanced or generate 0.33% return on investment over 90 days. WisdomTree 9060 Balanced is currently generating 0.0078% in daily expected returns and assumes 0.717% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than WisdomTree, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days WisdomTree 9060 is expected to generate 7.04 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.03 times less risky than the market. It trades about 0.01 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 of returns per unit of risk over similar time horizon.
Below is the normalized historical share price chart for WisdomTree 9060 Balanced extending back to August 02, 2018. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of WisdomTree 9060 stands at 55.24, as last reported on the 1st of February, with the highest price reaching 55.42 and the lowest price hitting 55.06 during the day.
3 y Volatility
13.24
200 Day MA
51.7042
1 y Volatility
10.23
50 Day MA
55.0234
Inception Date
2018-08-02
 
Covid
 
Interest Hikes

WisdomTree 9060 Target Price Odds to finish over Current Price

The tendency of WisdomTree Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 55.24 90 days 55.24 
about 31.11
Based on a normal probability distribution, the odds of WisdomTree 9060 to move above the current price in 90 days from now is about 31.11 (This WisdomTree 9060 Balanced probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days WisdomTree 9060 has a beta of 0.75. This indicates as returns on the market go up, WisdomTree 9060 average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding WisdomTree 9060 Balanced will be expected to be much smaller as well. Additionally WisdomTree 9060 Balanced has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   WisdomTree 9060 Price Density   
       Price  

Predictive Modules for WisdomTree 9060

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as WisdomTree 9060 Balanced. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of WisdomTree 9060's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
54.5255.2455.96
Details
Intrinsic
Valuation
LowRealHigh
54.2855.0055.72
Details
Naive
Forecast
LowNextHigh
54.4655.1955.91
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
54.6255.3556.09
Details

WisdomTree 9060 Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. WisdomTree 9060 is not an exception. The market had few large corrections towards the WisdomTree 9060's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold WisdomTree 9060 Balanced, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of WisdomTree 9060 within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.04
β
Beta against Dow Jones0.75
σ
Overall volatility
0.69
Ir
Information ratio -0.07

WisdomTree 9060 Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of WisdomTree 9060 for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for WisdomTree 9060 Balanced can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.

WisdomTree 9060 Fundamentals Growth

WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree 9060, and WisdomTree 9060 fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WisdomTree Etf performance.
Total Asset644.33 M

About WisdomTree 9060 Performance

Evaluating WisdomTree 9060's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if WisdomTree 9060 has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WisdomTree 9060 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Wisdomtree is traded on NYSEARCA Exchange in the United States.
When determining whether WisdomTree 9060 Balanced offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of WisdomTree 9060's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wisdomtree 9060 Balanced Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Wisdomtree 9060 Balanced Etf:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in WisdomTree 9060 Balanced. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real.
You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Investors evaluate WisdomTree 9060 Balanced using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating WisdomTree 9060's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. External factors like market trends, sector rotation, and investor psychology can cause WisdomTree 9060's market price to deviate significantly from intrinsic value.
It's important to distinguish between WisdomTree 9060's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding WisdomTree 9060 should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, WisdomTree 9060's market price signifies the transaction level at which participants voluntarily complete trades.