Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NTSX (WisdomTree U.S. Efficient Core Fund) | 9.50% | 25.65% | 19.74% | 9.87% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NTSX (WisdomTree U.S. Efficient Core Fund) | 08/02/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 25.65 | 19.74 | 9.87 | NA | NA | NA | … | … | 9.50 | 18.82 | 20.20 | 22.68 | -25.82 | 22.22 | 24.88 | 32.15 | -8.69 |
| Sharpe Ratio | NA | 2.00 | 1.14 | 0.44 | NA | NA | NA | … | … | 1.54 | 0.87 | 1.29 | 1.39 | -1.11 | 1.80 | 0.82 | 3.06 | -1.48 |
| Standard Deviation(%) | NA | 12.28 | 15.16 | 17.04 | NA | NA | NA | … | … | 14.31 | 18.49 | 12.83 | 13.82 | 24.58 | 12.36 | 30.04 | 10.01 | 14.58 |
| Draw Down(%) | NA | 9.16 | 16.82 | 31.32 | NA | NA | NA | … | … | 9.16 | 16.73 | 6.58 | 12.59 | 30.85 | 5.65 | 28.33 | 4.42 | 16.44 |
| Yield(%) | 0.00 | 1.32 | 1.55 | 1.26 | 1.40 | 0.93 | 0.70 | … | … | 0.26 | 1.33 | 1.37 | 1.46 | 1.00 | 1.01 | 1.12 | 1.98 | 0.56 |
Data as of 06/04/2026, Common starting date is 08/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTSX (WisdomTree U.S. Efficient Core Fund) |
2.16%
Apr 2021 – Apr 2024 |
7.65%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTSX (WisdomTree U.S. Efficient Core Fund) |
26.35%
Dec 2018 – Dec 2021 |
13.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart