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 Wed 2025-05-14?
NTSX ×
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Returns

Thu 2018-08-02? to Wed 2025-05-14? Overall
Return 		Exponential
Trendline
NTSX × 		+60.02%
+7.18%/yr 		+5.64%/yr
(R2=0.442)
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Growth of $10,000

Thu 2018-08-02? to Wed 2025-05-14? Start
Value 		End
Value
NTSX × 		$10,000.00
2018-08-02 		$16,002.03
2025-05-14
WisdomTree 90/60 US Balanced Exchange-Traded Fund

Annual Returns

Year NTSX
2025 (YTD) +0.72%
2024 +16.83%
2023 +18.72%
2022 −30.34%
2021 +14.17%
2020 +23.22%
2019 +29.17%
2018 −8.41%

Drawdowns

Thu 2018-08-02? to Wed 2025-05-14? Final
Drawdown 		Worst
Drawdown
NTSX × 		−5.41% −35.65%
2022-10-14
WisdomTree 90/60 US Balanced Exchange-Traded Fund