Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFSL (TFS Financial Corporation) | 24.60% | 35.02% | 19.88% | 1.52% | 5.41% | 8.25% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFSL (TFS Financial Corporation) | 04/23/2007 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.22 | 35.02 | 19.88 | 1.52 | 5.41 | 8.25 | NA | … | … | 24.60 | 21.22 | -6.73 | 11.12 | -13.03 | 7.08 | -4.34 | 29.25 | 13.91 | -18.49 | 3.66 | 29.11 | 24.03 | 25.99 | 7.37 | -0.67 | -24.92 | -3.64 | 9.80 | 1.27 |
| Sharpe Ratio | NA | 1.26 | 0.73 | -0.05 | 0.14 | NA | NA | … | … | 2.46 | 0.83 | -0.41 | 0.31 | -0.60 | 0.28 | -0.11 | 1.98 | 0.68 | -1.15 | 0.20 | 1.85 | 1.55 | 1.50 | 0.45 | -0.02 | -0.81 | -0.13 | 0.30 | -0.06 |
| Standard Deviation(%) | NA | 22.12 | 23.95 | 23.55 | 24.47 | NA | NA | … | … | 23.69 | 22.58 | 25.00 | 24.04 | 24.27 | 25.58 | 43.02 | 14.01 | 18.60 | 16.76 | 17.43 | 15.69 | 15.53 | 17.31 | 16.53 | 30.05 | 30.96 | 28.42 | 28.98 | 18.19 |
| Draw Down(%) | NA | 10.83 | 24.69 | 43.01 | 43.01 | NA | NA | … | … | 10.83 | 14.39 | 18.55 | 24.69 | 27.35 | 19.54 | 42.39 | 6.70 | 11.24 | 22.15 | 17.15 | 8.99 | 8.01 | 11.69 | 17.95 | 28.53 | 44.68 | 20.33 | 24.56 | 14.57 |
| Yield(%) | 0.00 | 8.61 | 8.66 | 5.03 | 5.39 | 7.11 | 4.70 | … | … | 2.09 | 9.12 | 7.74 | 7.84 | 6.28 | 6.37 | 5.68 | 6.40 | 5.68 | 3.10 | 2.44 | 2.31 | 1.17 | 0.00 | 0.00 | 0.00 | 1.15 | 2.18 | 1.69 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFSL (TFS Financial Corporation) |
-12.30%
Sep 2008 – Sep 2011 |
-6.89%
Nov 2007 – Nov 2012 |
1.90%
Apr 2010 – Apr 2020 |
2.65%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFSL (TFS Financial Corporation) |
33.02%
Nov 2012 – Nov 2015 |
18.79%
Nov 2010 – Nov 2015 |
12.32%
Sep 2011 – Sep 2021 |
8.28%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart