Performance analysis of NTSX (WISDOMTREE U.S. EFFICIENT CORE FUND)
Annual Return
Over the past 3 years, NTSX has had an average annual return of +17.15%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, NTSX has had an average annual return of +8.29%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Aug 2, 2018, NTSX has had an average annual return of +12.54%, underperforming the benchmark SPY, which returned +14.64% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.27% | +18.83% | +20.20% | +22.70% | -25.84% | +22.21% | +24.85% | +32.03% | -8.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.78% | +0.15% | -5.46% | +9.34% | +4.86% | -0.97% | -0.98% | +7.27% | |||||
| 2025 | +3.19% | -0.31% | -5.39% | +0.17% | +4.98% | +5.39% | +1.56% | +2.44% | +3.86% | +2.33% | +0.29% | -0.66% | +18.83% |
| 2024 | +1.73% | +3.80% | +2.01% | -4.55% | +4.89% | +4.15% | +1.94% | +2.77% | +2.44% | -2.24% | +5.84% | -3.62% | +20.20% |
| 2023 | +6.97% | -3.78% | +5.28% | +1.31% | -0.17% | +4.86% | +2.49% | -1.96% | -5.82% | -3.29% | +10.68% | +5.40% | +22.70% |
| 2022 | -6.28% | -3.44% | +1.22% | -10.14% | -0.50% | -7.67% | +9.48% | -5.26% | -11.24% | +6.67% | +6.19% | -5.97% | -25.84% |
| 2021 | -1.42% | +0.61% | +3.09% | +4.93% | +0.74% | +3.20% | +3.25% | +2.67% | -5.23% | +6.19% | -0.27% | +2.99% | +22.21% |
| 2020 | +2.02% | -6.55% | -8.65% | +11.76% | +5.04% | +1.34% | +6.09% | +6.26% | -3.18% | -3.21% | +10.43% | +3.29% | +24.85% |
| 2019 | +7.88% | +2.49% | +2.86% | +3.45% | -4.27% | +6.63% | +1.32% | +0.40% | +1.09% | +1.65% | +3.06% | +2.05% | +32.03% |
| 2018 | +2.87% | -0.12% | -5.95% | +1.49% | -6.92% | -8.71% |
Drawdown analysis of NTSX (WISDOMTREE U.S. EFFICIENT CORE FUND)
The maximum drawdown for the NTSX was -31.34%, occurring on Oct 14, 2022. Recovery took 416 trading sessions.
The current NTSX drawdown is -2.28%.
Since Aug 2, 2018 NTSX has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.34% | Dec 27, 2021 | 202 | Oct 14, 2022 | 416 | Jun 12, 2024 | 618 |
| -28.33% | Feb 19, 2020 | 23 | Mar 23, 2020 | 76 | Jul 10, 2020 | 99 |
| -16.82% | Dec 6, 2024 | 82 | Apr 8, 2025 | 52 | Jun 24, 2025 | 134 |
| -16.45% | Sep 20, 2018 | 65 | Dec 24, 2018 | 59 | Mar 21, 2019 | 124 |
| -9.16% | Jan 12, 2026 | 52 | Mar 27, 2026 | 12 | Apr 15, 2026 | 64 |
| -8.84% | Sep 2, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -6.58% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -5.65% | Sep 2, 2021 | 19 | Sep 30, 2021 | 21 | Oct 29, 2021 | 40 |
| -5.62% | Feb 12, 2021 | 13 | Mar 4, 2021 | 21 | Apr 5, 2021 | 34 |
| -5.34% | Oct 28, 2025 | 17 | Nov 20, 2025 | 23 | Dec 24, 2025 | 40 |
| -4.76% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -4.42% | Apr 30, 2019 | 23 | Jun 3, 2019 | 8 | Jun 13, 2019 | 31 |
| -4.28% | May 7, 2021 | 3 | May 12, 2021 | 18 | Jun 8, 2021 | 21 |
| -4.16% | Jul 26, 2019 | 6 | Aug 5, 2019 | 22 | Sep 5, 2019 | 28 |
| -3.89% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -3.56% | Aug 21, 2024 | 11 | Sep 6, 2024 | 5 | Sep 13, 2024 | 16 |
| -3.35% | Jan 25, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -2.96% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -2.85% | Sep 12, 2019 | 14 | Oct 2, 2019 | 16 | Oct 24, 2019 | 30 |
| -2.44% | Nov 8, 2024 | 5 | Nov 15, 2024 | 6 | Nov 25, 2024 | 11 |
| -2.37% | May 14, 2026 | 3 | May 19, 2026 | 5 | May 27, 2026 | 8 |
| -2.36% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -2.19% | Jul 12, 2021 | 5 | Jul 19, 2021 | 3 | Jul 22, 2021 | 8 |
| -2.16% | Jul 22, 2020 | 2 | Jul 24, 2020 | 6 | Aug 3, 2020 | 8 |
| -2.02% | Sep 30, 2024 | 5 | Oct 7, 2024 | 5 | Oct 14, 2024 | 10 |