ETFs - Profile

WisdomTree 90/60 U.S. Balanced Fund

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Rank

Universe Rank
30 7

Summary

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $40.74
    -0.27
  • 52 Week HL
  • $43.27 - $31.94
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
11.3 % YTD

  • 3 Year
  • 79.47%
  • 5 Year
  • 0%
  • Best
  • 30.49%
    2019
  • Worst
  • 0%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
NTSX 11%24%31%0%0%0%0%0%0%0%0%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.2% -13% 13.7% - - - - - - - -
Q2 6.5% 18.7% 4.4% -100% - - - - - - -
Q3 -0.8% 8.9% 2.1% 2.8% - - - - - - -
Q4 - 10% 6.2% -11.6% - - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 -0.3% -0.6% 3.1% 4.7% 0.5% 1.5% 5% 2.7% -5.4% - - -
2020 2% -6.6% -8.8% 11.8% 5% 1.1% 5.2% 7.2% -3.4% -4.1% 11.4% 2.9%

Annual Return

Index Comparison

Alpha

NAV