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 +11.40% over the past year and +9.64% YTD, with dividends reinvested. Since Aug. 2, 2018, NTSX is up +162.39% in nominal total return, or +12.52%/yr, and is currently −1.85% below its total-return high on Aug. 13, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Thu 2018-08-02💬 to Wed 2026-10-07 Overall
Return
Exponential
Trendline
NTSX
×
+162.39%
+12.52%/yr
+11.43%/yr
R2=0.858
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2018-08-02💬 to Wed 2026-10-07 Start
Value
End
Value
NTSX
×
$10,000.00
2018-08-02
$26,238.76
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
NTSX
×
+9.64% +11.40%

Drawdowns

  Current
Drawdown
Worst
Drawdown
NTSX
×
−1.85%
on 2026-10-07
from 2026-08-13 peak
−31.34%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
NTSX
×
+11.40% +32.60%
+15.15%/yr
+77.28%
+21.03%/yr
+52.75%
+8.84%/yr
—

Annual Returns

Year NTSX
2026 (YTD) +9.64%
2025 +18.82%
2024 +20.20%
2023 +22.70%
2022 −25.84%
2021 +22.21%
2020 +24.87%
2019 +32.15%
2018 −8.70%