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 +12.13% over the past year and +6.85% YTD, with dividends reinvested. Since Aug. 2, 2018, NTSX is up +98.86% in real purchasing-power return, or +8.87%/yr, and is currently −1.32% below its real total-return high on Aug. 13, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2018-08-02💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
NTSX × 		+98.86%
+8.87%/yr 		+6.97%/yr
R2=0.645
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2018-08-02💬 to Fri 2026-09-04 Start
Value 		End
Value
NTSX × 		$10,000.00
2018-08-02 		$19,886.03
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
NTSX × 		+6.85% +12.13%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
NTSX × 		−1.32%
on 2026-09-04
from 2026-08-13 peak 		−35.65%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
NTSX × 		+12.13% +28.11%
+13.18%/yr 		+53.74%
+15.41%/yr 		+20.98%
+3.88%/yr 		—

Annual Returns

Year NTSX
2026 (YTD) +6.85%
2025 +15.73%
2024 +16.84%
2023 +18.72%
2022 −30.34%
2021 +14.18%
2020 +23.19%
2019 +29.20%
2018 −8.41%