Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSFS (WSFS Financial Corporation) | 29.49% | 38.52% | 27.79% | 7.23% | 8.26% | 13.33% | 7.74% | … | … |
Data as of 06/04/2026, Common starting date is 11/28/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSFS (WSFS Financial Corporation) | 11/28/1986 | 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 (%) | -1.44 | 38.52 | 27.79 | 7.23 | 8.26 | 13.33 | 7.74 | … | … | 29.49 | 5.23 | 17.14 | 2.86 | -8.44 | 12.86 | 3.62 | 17.33 | -20.08 | 3.91 | 44.32 | 27.21 | -0.12 | 85.11 | 18.85 | -23.27 | 87.59 | -45.64 | -3.51 | -24.52 | 9.82 | 2.56 | 34.38 | 36.75 | 91.62 | 36.17 | 3.38 | -25.19 | -15.63 | 96.32 | 13.19 | 148.28 | -13.43 | 39.58 | 118.18 | -31.25 | -72.41 | -14.71 | -10.53 | -7.32 | 0.00 |
| Sharpe Ratio | NA | 1.34 | 0.82 | 0.15 | 0.18 | NA | NA | … | … | 3.47 | 0.08 | 0.40 | -0.02 | -0.32 | 0.38 | 0.05 | 0.69 | -0.84 | 0.14 | 1.64 | 1.23 | -0.01 | 3.92 | 0.64 | -0.50 | 2.83 | -0.57 | -0.08 | -0.75 | 0.30 | 0.01 | 1.43 | 1.70 | 2.30 | 1.43 | -0.03 | -1.22 | -0.45 | 3.21 | 0.30 | 2.61 | -0.21 | 0.47 | 0.86 | -0.31 | -0.75 | -0.41 | -0.33 | -0.24 | -0.12 |
| Standard Deviation(%) | NA | 24.51 | 32.00 | 32.65 | 35.71 | NA | NA | … | … | 25.28 | 28.29 | 33.71 | 40.39 | 31.21 | 34.01 | 67.98 | 22.95 | 25.63 | 23.73 | 26.96 | 22.09 | 19.69 | 21.72 | 29.82 | 46.25 | 30.96 | 79.79 | 55.40 | 37.18 | 21.74 | 22.19 | 23.28 | 21.19 | 39.41 | 23.98 | 26.81 | 23.43 | 42.81 | 28.74 | 31.03 | 55.35 | 78.57 | 79.52 | 133.73 | 112.03 | 103.64 | 50.32 | 47.22 | 48.39 | 33.61 |
| Draw Down(%) | NA | 14.91 | 24.67 | 45.54 | 65.49 | NA | NA | … | … | 11.45 | 22.44 | 14.85 | 41.21 | 32.24 | 21.57 | 55.58 | 15.67 | 36.45 | 14.52 | 16.66 | 10.52 | 15.26 | 7.58 | 17.42 | 38.49 | 23.63 | 64.08 | 38.12 | 29.00 | 10.05 | 16.91 | 12.28 | 6.61 | 20.81 | 16.12 | 22.60 | 30.91 | 46.60 | 12.37 | 28.95 | 12.50 | 28.57 | 40.00 | 50.00 | 56.00 | 75.41 | 50.00 | 41.07 | 43.55 | 4.65 |
| Yield(%) | 0.00 | 1.37 | 1.82 | 1.14 | 1.42 | 3.13 | 1.70 | … | … | 0.67 | 1.27 | 1.32 | 1.33 | 1.06 | 1.15 | 1.09 | 1.23 | 0.87 | 0.64 | 0.81 | 0.83 | 0.66 | 1.09 | 1.28 | 0.97 | 1.85 | 0.99 | 0.96 | 0.57 | 0.51 | 0.45 | 0.51 | 0.60 | 1.08 | 1.28 | 1.22 | 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 11/28/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSFS (WSFS Financial Corporation) |
-52.71%
Sep 1989 – Sep 1992 |
-37.13%
Sep 1987 – Sep 1992 |
-2.37%
Feb 1987 – Feb 1997 |
1.04%
Feb 1987 – Feb 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSFS (WSFS Financial Corporation) |
80.01%
Oct 1992 – Oct 1995 |
67.95%
Sep 1992 – Sep 1997 |
36.66%
Nov 1992 – Nov 2002 |
30.01%
Dec 1991 – Dec 2006 |
Annualized Rolling Returns Comparison Chart