WisdomTree 90/60 US Balanced (NTSX) Performance
NTSX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +8.7% since Dec 31, 2025
- 1 year
- +9.6% total return
- 5 years
- +8.0% a year
- Since first price
- +12.3% a year since 2018
NTSX trailing returns vs SPY, QQQ, AGG
| Period | NTSX total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.1% | −0.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.4% | +2.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.3% | +4.8% | +7.8% | +8.4% | −1.5% |
| YTD | +8.7% | +7.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +9.6% | +8.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +79.8%+21.6%/yr | +73.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +46.9%+8.0%/yr | +38.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionAug 2, 2018 | +160.1%+12.3%/yr | +135.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: NTSX vs SPY
From Aug 2, 2018: NTSX grew to $26,014, SPY to $30,472.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
NTSX returns by calendar year
6 of 7 full years positive. Best 2019 (+32.2%), worst 2022 (−25.8%). 2026 is year to date.
NTSX annual returns table
| Year | NTSX | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +8.7% | −9.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.8% | −16.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +20.2% | −6.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +22.7% | −12.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −25.8% | −30.9% | −18.2% | −32.6% | −13.0% |
| 2021 | +22.2% | −5.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +24.9% | −28.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +32.2% | −4.4% | +31.2% | +39.0% | +8.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
NTSX largest drawdowns
Now 2.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 27, 2021 | −31.3% | Oct 14, 2022 | Jun 12, 2024 | 10 months | 2.5 years |
| Feb 19, 2020 | −28.3% | Mar 23, 2020 | Jul 10, 2020 | 33 days | 5 months |
| Dec 6, 2024 | −16.8% | Apr 8, 2025 | Jun 24, 2025 | 4 months | 7 months |
| Sep 20, 2018 | −16.4% | Dec 24, 2018 | Mar 21, 2019 | 3 months | 6 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
NTSX risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +20.1% | +8.8% | +12.0% |
| Volatility (annualized) | 13.0% | 16.4% | 16.2% |
| Sharpe ratio | 1.15 | 0.38 | 0.62 |
| Sortino ratio | 2.18 | 0.56 | 0.96 |
| Best month | +10.7% | +10.7% | +11.8% |
| Worst month | −5.5% | −11.2% | −11.2% |
| Best 12 months | +37.5% | +37.5% | +46.6% |
| Worst 12 months | +8.6% | −25.8% | −25.8% |
| Positive months | 69% | 60% | 65% |
| Beta vs S&P 500 | 1.02 | 1.03 | — |
| Correlation with S&P 500 | 0.97 | 0.98 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
NTSX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 87 | −25.8% | +16.5% | +46.6% | 84% |
| 3-year (a year) | 63 | +2.1% | +9.0% | +26.3% | 100% |
| 5-year (a year) | 39 | +7.6% | +10.8% | +13.3% | 100% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
NTSX performance overview
WisdomTree 90/60 US Balanced (NTSX) returned +9.6% over the past year and +8.0% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +12.3% a year, turning $10,000 into about $26,014. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −31.3%, from Dec 27, 2021 to Oct 14, 2022, and it took 1.7 years to get back to the old high. NTSX finished 6 of its 7 full calendar years with a gain; the best year was 2019 (+32.2%) and the worst 2022 (−25.8%). Volatility has been 16.2% a year.
Related: NTSX chart, NTSX holdings, NTSX dividends, NTSX valuation. See the NTSX overview for the latest quote and fund facts.
NTSX performance FAQ
What is the NTSX return over the past year?
NTSX returned +9.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 8.4%.
What is the average annual return of NTSX?
NTSX has returned +8.0% a year over 5 years, +12.3% a year since August 2, 2018 (total return, distributions reinvested).
How much would $10,000 invested in NTSX be worth?
$10,000 invested in NTSX at its first recorded close on August 2, 2018 would be worth about $26,014 on October 23, 2026 with distributions reinvested.
What was the worst year for NTSX?
The worst calendar year was 2022, with a total return of −25.8%. The best was 2019 at +32.2%.
What is the biggest drawdown of NTSX?
The largest peak-to-trough decline was −31.3% between December 27, 2021 and October 14, 2022. It recovered to the old high on June 12, 2024, 1.7 years after the bottom.
How volatile is NTSX?
Over the past 3 years NTSX had an annualized volatility of 13.0% and a Sharpe ratio of 1.15 (excess return over 1–3 month T-bills per unit of risk).