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