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 +7.62% over the past year and +5.71% YTD, with dividends reinvested. Since Aug. 2, 2018, NTSX is up +96.74% in real purchasing-power return, or +8.62%/yr, and is currently −2.36% below its real total-return high on Aug. 13, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Thu 2018-08-02💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
NTSX × 		+96.74%
+8.62%/yr 		+7.03%/yr
R2=0.656
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2018-08-02💬 to Wed 2026-10-07 Start
Value 		End
Value
NTSX × 		$10,000.00
2018-08-02 		$19,673.78
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
NTSX × 		+5.71% +7.62%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
NTSX × 		−2.36%
on 2026-10-07
from 2026-08-13 peak 		−35.65%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
NTSX × 		+7.62% +24.42%
+11.54%/yr 		+62.33%
+17.53%/yr 		+24.90%
+4.55%/yr 		—

Annual Returns

Year NTSX
2026 (YTD) +5.71%
2025 +15.73%
2024 +16.84%
2023 +18.72%
2022 −30.34%
2021 +14.17%
2020 +23.19%
2019 +29.20%
2018 −8.41%