Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBS-PF (Webster Financial Corporation) | 12.83% | 19.20% | 12.36% | 2.09% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBS-PF (Webster Financial Corporation) | 12/06/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.92 | 19.20 | 12.36 | 2.09 | NA | NA | NA | … | … | 12.83 | 8.15 | 8.01 | 5.62 | -22.52 | 1.35 | 10.57 | 29.19 | -12.14 | 1.44 |
| Sharpe Ratio | NA | 1.15 | 0.53 | -0.02 | NA | NA | NA | … | … | 1.99 | 0.33 | 0.28 | 0.05 | -1.14 | 0.11 | 0.24 | 2.73 | -1.20 | 6.45 |
| Standard Deviation(%) | NA | 13.58 | 19.11 | 23.94 | NA | NA | NA | … | … | 14.89 | 15.89 | 15.94 | 42.02 | 21.14 | 11.61 | 42.36 | 10.16 | 11.33 | 3.76 |
| Draw Down(%) | NA | 7.66 | 18.11 | 40.99 | NA | NA | NA | … | … | 7.09 | 11.57 | 14.32 | 34.17 | 24.96 | 7.00 | 40.98 | 5.51 | 14.73 | 0.60 |
| Yield(%) | 1.58 | 7.03 | 7.31 | 5.08 | 4.58 | 3.05 | 2.29 | … | … | 3.40 | 6.71 | 7.05 | 6.81 | 5.08 | 4.94 | 6.09 | 6.14 | 5.30 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBS-PF (Webster Financial Corporation) |
-11.38%
Oct 2020 – Oct 2023 |
-1.39%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBS-PF (Webster Financial Corporation) |
13.49%
Mar 2023 – Mar 2026 |
4.80%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart