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)

×
Thu 2018-08-02? to Thu 2025-05-01?
NTSX
×
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Returns

Thu 2018-08-02? to Thu 2025-05-01? Overall
Return
Exponential
Trendline
NTSX
×
+54.60%
+6.67%/yr
+5.64%/yr
(R2=0.438)
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Growth of $10,000

Thu 2018-08-02? to Thu 2025-05-01? Start
Value
End
Value
NTSX
×
$10,000.00
2018-08-02
$15,459.79
2025-05-01
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Annual Returns

Year NTSX
2025 (YTD) −1.54%
2024 +16.84%
2023 +18.70%
2022 −30.34%
2021 +14.18%
2020 +23.20%
2019 +29.20%
2018 −8.42%

Drawdowns

Thu 2018-08-02? to Thu 2025-05-01? Final
Drawdown
Worst
Drawdown
NTSX
×
−8.62% −35.65%
2022-10-14
WisdomTree 90/60 US Balanced Exchange-Traded Fund