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 +14.56% over the past year and +6.29% YTD, with dividends reinvested. Since Aug. 2, 2018, NTSX is up +154.37% in nominal total return, or +12.41%/yr, and is currently −3.17% below its total-return high on Jun. 2, 2026.

Data ending Mon Jul. 27, 2026

Growth of $10,000

Thu 2018-08-02💬 to Mon 2026-07-27 Overall
Return
Exponential
Trendline
NTSX
×
+154.37%
+12.41%/yr
+11.27%/yr
R2=0.847
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2018-08-02💬 to Mon 2026-07-27 Start
Value
End
Value
NTSX
×
$10,000.00
2018-08-02
$25,436.94
2026-07-27

This Year’s Performance

through 2026-07-27

  YTD YoY
NTSX
×
+6.29% +14.56%

Drawdowns

  Current
Drawdown
Worst
Drawdown
NTSX
×
−3.17%
on 2026-07-27
from 2026-06-02 peak
−31.34%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Mon 2026-07-27 1 yr 2 yr 3 yr 5 yr 10 yr
NTSX
×
+14.56% +34.46%
+15.95%/yr
+59.77%
+16.90%/yr
+46.39%
+7.92%/yr

Annual Returns

Year NTSX
2026 (YTD) +6.29%
2025 +18.82%
2024 +20.20%
2023 +22.70%
2022 −25.84%
2021 +22.21%
2020 +24.87%
2019 +32.15%
2018 −8.70%