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 +17.41% over the past year and +3.05% YTD, with dividends reinvested. Since Aug. 2, 2018, NTSX is up +91.80% in real purchasing-power return, or +8.65%/yr, and is currently −3.19% below its real total-return high on Jun. 2, 2026.

Thu 2018-08-02💬 to Tue 2026-06-09 YTD
Return
1 Year
Return
NTSX
×
+3.05%
2026-06-09
+17.41%
2026-06-09
WisdomTree 90/60 US Balanced NYSE Exchange-Traded Fund

Returns

Thu 2018-08-02💬 to Tue 2026-06-09 Overall
Return
Exponential
Trendline
NTSX
×
+91.80%
+8.65%/yr
+6.73%/yr
(R2=0.613)
WisdomTree 90/60 US Balanced NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2018-08-02💬 to Tue 2026-06-09 Start
Value
End
Value
NTSX
×
$10,000.00
2018-08-02
$19,179.69
2026-06-09
WisdomTree 90/60 US Balanced NYSE Exchange-Traded Fund

Annual Returns

Year NTSX
2026 (YTD) +3.05%
2025 +15.73%
2024 +16.84%
2023 +18.72%
2022 −30.34%
2021 +14.17%
2020 +23.19%
2019 +29.20%
2018 −8.41%

Drawdowns

Thu 2018-08-02💬 to Tue 2026-06-09 Current
Drawdown
Worst
Drawdown
NTSX
×
−3.19%
from 2026-06-02 peak
−35.65%
2022-10-14
from 2021-12-27 peak
WisdomTree 90/60 US Balanced NYSE Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-09 1
Year
2
Years
3
Years
5
Years
10
Years
NTSX
×
+17.41% +29.83%
+13.94%/yr
+51.69%
+14.90%/yr
+25.21%
+4.60%/yr
WisdomTree 90/60 US Balanced NYSE Exchange-Traded Fund