Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBS (Webster Financial Corporation) | 17.10% | 44.18% | 28.65% | 8.58% | 9.69% | 12.25% | 4.84% | … | … |
Data as of 06/04/2026, Common starting date is 12/12/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBS (Webster Financial Corporation) | 12/12/1986 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 44.18 | 28.65 | 8.58 | 9.69 | 12.25 | 4.84 | … | … | 17.10 | 17.31 | 12.48 | 11.48 | -12.51 | 36.63 | -16.87 | 11.54 | -10.38 | 5.51 | 49.98 | 17.13 | 7.66 | 55.11 | 2.45 | 4.32 | 66.34 | -13.33 | -54.54 | -32.57 | 6.24 | -5.39 | 12.57 | 34.59 | 12.70 | 13.76 | 23.43 | -14.12 | -17.48 | 80.95 | 24.58 | 59.46 | -19.13 | 20.39 | 60.00 | 115.91 | -39.73 | -15.12 | 32.31 | -29.35 | 0.00 |
| Sharpe Ratio | NA | 1.58 | 0.76 | 0.16 | 0.20 | NA | NA | … | … | 1.86 | 0.40 | 0.24 | 0.19 | -0.39 | 1.00 | -0.22 | 0.33 | -0.44 | 0.20 | 1.70 | 0.68 | 0.38 | 2.66 | 0.08 | 0.09 | 1.61 | -0.12 | -0.72 | -1.32 | 0.21 | -0.48 | 0.63 | 1.76 | 0.45 | 0.37 | 0.45 | -0.58 | -0.48 | 3.01 | 1.05 | 1.86 | -0.63 | 0.52 | 1.41 | 2.72 | -0.90 | -0.79 | 0.87 | -0.98 | -0.20 |
| Standard Deviation(%) | NA | 25.60 | 34.43 | 36.34 | 39.91 | NA | NA | … | … | 23.50 | 36.28 | 36.57 | 42.20 | 35.77 | 36.66 | 77.48 | 30.06 | 26.95 | 24.63 | 29.19 | 25.29 | 20.30 | 20.74 | 28.38 | 48.62 | 41.14 | 110.52 | 77.42 | 27.07 | 13.39 | 16.00 | 18.45 | 19.22 | 25.82 | 30.83 | 42.40 | 30.25 | 43.81 | 25.52 | 19.66 | 29.81 | 35.29 | 35.06 | 40.24 | 41.00 | 50.06 | 26.56 | 31.51 | 34.13 | 21.03 |
| Draw Down(%) | NA | 14.02 | 33.08 | 47.90 | 71.99 | NA | NA | … | … | 8.91 | 31.55 | 23.25 | 42.07 | 34.07 | 25.67 | 65.34 | 25.76 | 33.34 | 21.59 | 20.61 | 18.69 | 13.39 | 11.13 | 19.42 | 37.96 | 27.42 | 78.91 | 64.57 | 38.17 | 6.89 | 13.32 | 17.16 | 8.30 | 22.90 | 24.02 | 19.85 | 31.64 | 47.93 | 14.33 | 11.57 | 18.85 | 32.35 | 19.64 | 17.86 | 12.82 | 60.47 | 33.03 | 20.00 | 53.08 | 2.17 |
| Yield(%) | 0.00 | 3.09 | 4.26 | 2.83 | 3.73 | 6.12 | 2.20 | … | … | 1.25 | 2.92 | 3.12 | 3.42 | 2.77 | 3.82 | 3.00 | 3.05 | 2.22 | 1.91 | 2.72 | 2.76 | 3.10 | 2.59 | 1.65 | 0.81 | 0.32 | 0.29 | 3.80 | 2.40 | 2.24 | 1.97 | 1.98 | 2.29 | 2.33 | 2.42 | 2.70 | 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 12/12/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBS (Webster Financial Corporation) |
-55.03%
Feb 2006 – Feb 2009 |
-38.38%
Feb 2004 – Feb 2009 |
-16.70%
Feb 1999 – Feb 2009 |
-4.94%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBS (Webster Financial Corporation) |
78.95%
Feb 2009 – Feb 2012 |
53.25%
Feb 2009 – Feb 2014 |
33.32%
Feb 2009 – Feb 2019 |
23.62%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart