All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

NTSX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

NTSX real return snapshot: after CPI-U inflation, NTSX returned +10.78% over the past year and +2.68% YTD, with dividends reinvested. Since Aug. 2, 2018, NTSX is up +91.10% in real purchasing-power return, or +8.46%/yr, and is currently −3.29% below its real total-return high on Jun. 2, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Thu 2018-08-02💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
NTSX × 		+91.10%
+8.46%/yr 		+6.85%/yr
R2=0.630
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2018-08-02💬 to Fri 2026-07-24 Start
Value 		End
Value
NTSX × 		$10,000.00
2018-08-02 		$19,109.85
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
NTSX × 		+2.68% +10.78%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
NTSX × 		−3.29%
on 2026-07-24
from 2026-06-02 peak 		−35.65%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
NTSX × 		+10.78% +26.55%
+12.50%/yr 		+44.84%
+13.14%/yr 		+18.96%
+3.53%/yr 		—

Annual Returns

Year NTSX
2026 (YTD) +2.68%
2025 +15.73%
2024 +16.84%
2023 +18.72%
2022 −30.34%
2021 +14.18%
2020 +23.19%
2019 +29.20%
2018 −8.41%