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 +14.17% over the past year and +7.97% YTD, with dividends reinvested. Since Aug. 2, 2018, NTSX is up +100.95% in real purchasing-power return, or +9.08%/yr, and is currently −0.29% below its real total-return high on Aug. 13, 2026.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Thu 2018-08-02💬 to Fri 2026-08-14 Overall
Return 		Exponential
Trendline
NTSX × 		+100.95%
+9.08%/yr 		+6.91%/yr
R2=0.638
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2018-08-02💬 to Fri 2026-08-14 Start
Value 		End
Value
NTSX × 		$10,000.00
2018-08-02 		$20,094.57
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
NTSX × 		+7.97% +14.17%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
NTSX × 		−0.29%
on 2026-08-14
from 2026-08-13 peak 		−35.65%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
NTSX × 		+14.17% +30.98%
+14.45%/yr 		+56.43%
+16.09%/yr 		+23.96%
+4.39%/yr 		—

Annual Returns

Year NTSX
2026 (YTD) +7.97%
2025 +15.73%
2024 +16.84%
2023 +18.72%
2022 −30.34%
2021 +14.18%
2020 +23.19%
2019 +29.20%
2018 −8.41%