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 +6.77% over the past year and +4.47% YTD, with dividends reinvested. Since Aug. 2, 2018, NTSX is up +94.44% in real purchasing-power return, or +8.45%/yr, and is currently −3.50% below its real total-return high on Aug. 13, 2026.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Thu 2018-08-02💬 to Wed 2026-10-14 Overall
Return 		Exponential
Trendline
NTSX × 		+94.44%
+8.45%/yr 		+7.04%/yr
R2=0.658
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2018-08-02💬 to Wed 2026-10-14 Start
Value 		End
Value
NTSX × 		$10,000.00
2018-08-02 		$19,443.88
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
NTSX × 		+4.47% +6.77%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
NTSX × 		−3.50%
on 2026-10-14
from 2026-08-13 peak 		−35.65%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
NTSX × 		+6.77% +20.00%
+9.55%/yr 		+58.46%
+16.59%/yr 		+22.34%
+4.12%/yr 		—

Annual Returns

Year NTSX
2026 (YTD) +4.47%
2025 +15.73%
2024 +16.84%
2023 +18.72%
2022 −30.34%
2021 +14.17%
2020 +23.19%
2019 +29.20%
2018 −8.41%