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 +18.68% over the past year and +7.83% YTD, with dividends reinvested. Since Aug. 2, 2018, NTSX is up +158.06% in nominal total return, or +12.72%/yr, and is currently −1.76% below its total-return high on Jun. 2, 2026.

Data ending Thu Jul. 2, 2026

Thu 2018-08-02💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
NTSX
×
+7.83%
2026-07-02
+18.68%
2026-07-02
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Returns

Thu 2018-08-02💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
NTSX
×
+158.06%
+12.72%/yr
+11.22%/yr
(R2=0.843)
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Growth of $10,000

Thu 2018-08-02💬 to Thu 2026-07-02 Start
Value
End
Value
NTSX
×
$10,000.00
2018-08-02
$25,805.72
2026-07-02
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Annual Returns

Year NTSX
2026 (YTD) +7.83%
2025 +18.82%
2024 +20.20%
2023 +22.70%
2022 −25.84%
2021 +22.21%
2020 +24.87%
2019 +32.15%
2018 −8.70%

Drawdowns

Thu 2018-08-02💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
NTSX
×
−1.76%
from 2026-06-02 peak
−31.34%
2022-10-14
from 2021-12-27 peak
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
NTSX
×
+18.68% +36.56%
+16.86%/yr
+64.45%
+18.03%/yr
+51.87%
+8.72%/yr
WisdomTree 90/60 US Balanced Exchange-Traded Fund