Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSBF (Waterstone Financial, Inc.) | 14.47% | 47.85% | 13.41% | 3.31% | 9.26% | 21.15% | 5.46% | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSBF (Waterstone Financial, Inc.) | 10/05/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 47.85 | 13.41 | 3.31 | 9.26 | 21.15 | 5.46 | … | … | 14.47 | 28.76 | -0.88 | -13.10 | -17.63 | 23.92 | 10.08 | 23.50 | 7.55 | 0.73 | 32.99 | 9.13 | 45.54 | 42.18 | 313.73 | -42.05 | 59.04 | -38.97 | -73.85 | -28.03 | 55.71 | 1.75 |
| Sharpe Ratio | NA | 2.02 | 0.44 | 0.05 | 0.31 | NA | NA | … | … | 1.45 | 1.03 | -0.13 | -0.64 | -0.83 | 1.39 | 0.24 | 1.46 | 0.41 | 0.00 | 2.23 | 0.65 | 2.71 | 1.10 | 6.36 | -0.63 | 0.83 | -0.35 | -0.72 | -1.10 | 2.40 | 0.24 |
| Standard Deviation(%) | NA | 22.82 | 28.67 | 25.92 | 24.98 | NA | NA | … | … | 24.21 | 25.34 | 33.84 | 26.27 | 23.03 | 17.24 | 40.44 | 15.12 | 15.13 | 21.57 | 14.69 | 13.93 | 16.77 | 38.36 | 50.09 | 66.37 | 70.80 | 111.87 | 104.29 | 28.50 | 21.93 | 20.20 |
| Draw Down(%) | NA | 9.20 | 34.53 | 52.15 | 52.15 | NA | NA | … | … | 7.19 | 18.61 | 24.33 | 41.50 | 27.72 | 7.18 | 30.01 | 6.94 | 10.39 | 14.50 | 4.48 | 6.51 | 5.16 | 18.06 | 17.68 | 44.70 | 26.87 | 68.21 | 78.13 | 28.99 | 9.20 | 10.60 |
| Yield(%) | 0.00 | 4.74 | 4.26 | 3.91 | 6.53 | 29.44 | 3.60 | … | … | 1.94 | 4.58 | 4.26 | 4.28 | 3.63 | 6.96 | 6.34 | 5.46 | 6.26 | 5.92 | 2.11 | 1.73 | 2.23 | 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 10/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSBF (Waterstone Financial, Inc.) |
-52.30%
Nov 2006 – Nov 2009 |
-36.18%
Dec 2006 – Dec 2011 |
1.25%
Jun 2006 – Jun 2016 |
4.11%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSBF (Waterstone Financial, Inc.) |
104.57%
Dec 2011 – Dec 2014 |
65.52%
Dec 2011 – Dec 2016 |
36.63%
Dec 2011 – Dec 2021 |
21.12%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart