All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

NTSX: Total Return Chart (with Dividends Reinvested)

NTSX total return snapshot: NTSX returned +15.88% over the past year and +10.44% YTD, with dividends reinvested. Since Aug. 2, 2018, NTSX is up +164.29% in nominal total return, or +12.76%/yr, and is currently −1.13% below its total-return high on Aug. 13, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2018-08-02💬 to Fri 2026-09-04 Overall
Return
Exponential
Trendline
NTSX
×
+164.29%
+12.76%/yr
+11.37%/yr
R2=0.853
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2018-08-02💬 to Fri 2026-09-04 Start
Value
End
Value
NTSX
×
$10,000.00
2018-08-02
$26,429.13
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
NTSX
×
+10.44% +15.88%

Drawdowns

  Current
Drawdown
Worst
Drawdown
NTSX
×
−1.13%
on 2026-09-04
from 2026-08-13 peak
−31.34%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
NTSX
×
+15.88% +36.27%
+16.74%/yr
+67.70%
+18.81%/yr
+48.08%
+8.17%/yr

Annual Returns

Year NTSX
2026 (YTD) +10.44%
2025 +18.82%
2024 +20.20%
2023 +22.70%
2022 −25.84%
2021 +22.21%
2020 +24.87%
2019 +32.15%
2018 −8.70%