All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2018-08-02? to Thu 2025-05-01? | ||||||
---|---|---|---|---|---|---|
NTSX × | ||||||
WisdomTree 90/60 US Balanced Exchange-Traded Fund | ||||||
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 | ||||||
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 | ||||||
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% |
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 | ||||||