Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAFD (WaFd, Inc.) | 12.84% | 29.14% | 13.15% | 4.48% | 6.81% | 8.78% | 4.95% | … | … |
Data as of 06/04/2026, Common starting date is 11/09/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAFD (WaFd, Inc.) | 11/09/1982 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 29.14 | 13.15 | 4.48 | 6.81 | 8.78 | 4.95 | … | … | 12.84 | 2.99 | 1.09 | 1.74 | 3.39 | 33.50 | -27.26 | 40.64 | -20.30 | 2.26 | 47.53 | 10.11 | -3.32 | 40.69 | 22.92 | -15.86 | -11.41 | 31.01 | -26.46 | -7.09 | 6.02 | 8.46 | 17.88 | 42.12 | 22.11 | -5.02 | 52.90 | -26.00 | -15.11 | 18.63 | 13.76 | 47.48 | -26.84 | 6.44 | -32.08 | 55.88 | -29.17 | 27.43 | 8.65 | 9.09 | 21.19 | 48.74 | 46.31 | 63.76 | 16.41 |
| Sharpe Ratio | NA | 1.06 | 0.34 | 0.07 | 0.16 | NA | NA | … | … | 1.23 | 0.00 | -0.08 | -0.05 | 0.07 | 1.26 | -0.48 | 1.98 | -1.04 | 0.08 | 2.10 | 0.48 | -0.17 | 1.99 | 1.10 | -0.47 | -0.40 | 0.60 | -0.37 | -0.40 | 0.19 | 0.36 | 0.87 | 2.04 | 0.72 | -0.25 | 1.15 | -0.99 | -0.54 | 0.41 | 0.40 | 1.83 | -1.47 | 0.15 | -0.68 | 1.81 | -0.62 | 0.78 | 0.15 | 0.13 | 0.56 | 1.47 | 1.11 | 1.76 | 3.32 |
| Standard Deviation(%) | NA | 24.16 | 31.22 | 30.20 | 31.13 | NA | NA | … | … | 25.78 | 28.83 | 32.63 | 36.34 | 26.93 | 26.62 | 57.24 | 19.73 | 21.01 | 20.34 | 22.53 | 21.22 | 19.88 | 20.43 | 20.99 | 34.10 | 28.44 | 51.20 | 73.03 | 25.50 | 14.00 | 17.28 | 19.36 | 20.32 | 29.30 | 30.10 | 42.51 | 29.69 | 34.66 | 36.35 | 25.01 | 23.73 | 20.37 | 28.01 | 50.52 | 28.63 | 55.90 | 27.46 | 25.49 | 36.01 | 29.81 | 29.45 | 35.12 | 32.56 | 55.33 |
| Draw Down(%) | NA | 12.90 | 34.63 | 36.01 | 45.53 | NA | NA | … | … | 8.34 | 24.22 | 18.72 | 33.21 | 19.40 | 11.51 | 43.51 | 9.24 | 31.78 | 14.31 | 16.06 | 10.97 | 17.13 | 12.22 | 15.62 | 32.30 | 34.63 | 33.87 | 50.92 | 22.70 | 11.14 | 11.57 | 14.88 | 8.47 | 23.23 | 19.70 | 23.34 | 35.97 | 30.47 | 18.18 | 15.76 | 12.32 | 29.47 | 17.24 | 44.97 | 11.07 | 48.78 | 26.26 | 21.85 | 33.59 | 15.53 | 14.56 | 30.77 | 19.26 | 10.26 |
| Yield(%) | 0.00 | 3.79 | 3.87 | 3.02 | 3.67 | 4.95 | 2.99 | … | … | 1.68 | 3.38 | 3.15 | 3.00 | 2.85 | 3.60 | 2.41 | 3.01 | 2.04 | 2.47 | 2.43 | 2.37 | 1.55 | 2.23 | 2.21 | 1.54 | 1.07 | 1.33 | 3.26 | 3.53 | 3.53 | 3.31 | 4.08 | 2.82 | 4.73 | 4.89 | 6.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/09/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFD (WaFd, Inc.) |
-19.13%
Dec 1991 – Dec 1994 |
-11.78%
Sep 1989 – Sep 1994 |
-6.04%
Feb 1990 – Feb 2000 |
1.88%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFD (WaFd, Inc.) |
59.36%
Jul 1984 – Jul 1987 |
37.71%
Jul 1984 – Jul 1989 |
17.21%
Dec 1982 – Dec 1992 |
14.46%
Dec 1982 – Dec 1997 |
Annualized Rolling Returns Comparison Chart