Performance analysis of TFS Financial (TFSL)
Annual Return
Over the past 3 years, TFSL has had an average annual return of +21.05%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, TFSL has had an average annual return of +7.17%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, TFSL has had an average annual return of +6.96%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Apr 23, 2007, TFSL has had an average annual return of +6.38%, underperforming the benchmark SPY, which returned +10.80% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +42.39% | +15.89% | -6.74% | +11.22% | -12.94% | +7.13% | -4.34% | +29.25% | +13.91% | -18.49% | +3.66% | +29.15% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +24.03% | +25.94% | +7.36% | -0.66% | -24.92% | -3.64% | +9.81% | +1.27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.20% | -0.39% | +2.31% | +7.05% | +5.78% | +13.27% | +3.55% | +42.39% | |||||
| 2025 | +9.23% | -3.86% | -3.95% | +4.60% | +1.93% | +0.13% | +1.24% | +7.25% | -4.32% | +0.95% | +7.14% | -4.21% | +15.89% |
| 2024 | -9.33% | -4.28% | +0.68% | -4.38% | +9.75% | -2.04% | +7.45% | +0.15% | -3.23% | -0.08% | +10.04% | -9.33% | -6.74% |
| 2023 | -1.11% | +1.68% | -11.05% | -4.67% | -3.73% | +11.14% | +15.43% | -6.20% | -11.28% | +0.34% | +13.73% | +11.21% | +11.22% |
| 2022 | -2.74% | -1.21% | -1.68% | -9.70% | +0.20% | -6.81% | +6.70% | -2.39% | -7.26% | +8.08% | -0.82% | +5.57% | -12.94% |
| 2021 | +0.23% | +10.52% | +5.67% | -3.98% | +13.29% | -7.22% | -4.04% | +2.62% | -3.27% | +2.10% | -6.08% | -0.72% | +7.13% |
| 2020 | +3.81% | +0.05% | -24.24% | -10.61% | +12.89% | -5.56% | +1.19% | +6.70% | -3.13% | +6.94% | +11.27% | +2.50% | -4.34% |
| 2019 | +1.11% | +5.03% | -2.42% | +1.03% | +3.18% | +6.73% | -0.60% | -1.01% | +2.92% | +6.88% | +5.35% | -1.68% | +29.25% |
| 2018 | -2.15% | +0.28% | +1.35% | +1.50% | +7.31% | -0.40% | -3.49% | +1.44% | -1.22% | -2.00% | +10.65% | +0.69% | +13.91% |
| 2017 | -8.14% | -2.86% | -1.46% | -0.48% | -5.56% | -0.16% | +3.30% | -3.75% | +6.07% | -4.40% | -0.11% | -1.90% | -18.49% |
Drawdown analysis of TFS Financial (TFSL)
The maximum drawdown for the TFSL was -45.52%, occurring on Sep 22, 2011. Recovery took 694 trading sessions.
The current TFSL drawdown is -0.49%.
Since Apr 23, 2007 TFSL has experienced the following drawdowns:
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.52% | Apr 22, 2010 | 359 | Sep 22, 2011 | 694 | Jun 27, 2014 | 1053 |
| -42.89% | Jun 4, 2021 | 488 | May 12, 2023 | 753 | May 14, 2026 | 1241 |
| -42.39% | Mar 4, 2020 | 22 | Apr 3, 2020 | 231 | Mar 5, 2021 | 253 |
| -26.80% | Oct 9, 2007 | 192 | Jul 15, 2008 | 47 | Sep 19, 2008 | 239 |
| -24.51% | Dec 9, 2016 | 292 | Feb 8, 2018 | 333 | Jun 7, 2019 | 625 |
| -22.96% | Nov 5, 2008 | 167 | Jul 8, 2009 | 170 | Mar 11, 2010 | 337 |
| -18.88% | Dec 16, 2015 | 36 | Feb 9, 2016 | 202 | Nov 25, 2016 | 238 |
| -14.57% | May 16, 2007 | 62 | Aug 14, 2007 | 27 | Sep 21, 2007 | 89 |
| -9.52% | Sep 19, 2008 | 14 | Oct 9, 2008 | 19 | Nov 5, 2008 | 33 |
| -9.23% | Mar 8, 2021 | 40 | May 4, 2021 | 7 | May 13, 2021 | 47 |
| -8.99% | Aug 17, 2015 | 6 | Aug 25, 2015 | 31 | Oct 8, 2015 | 37 |
| -8.10% | Feb 21, 2020 | 5 | Feb 28, 2020 | 3 | Mar 4, 2020 | 8 |
| -8.01% | Jun 27, 2014 | 24 | Aug 1, 2014 | 21 | Sep 2, 2014 | 45 |
| -7.82% | Nov 24, 2014 | 45 | Jan 30, 2015 | 87 | Jun 5, 2015 | 132 |
| -5.15% | Jul 26, 2019 | 22 | Aug 27, 2019 | 14 | Sep 17, 2019 | 36 |
| -4.97% | May 17, 2021 | 6 | May 25, 2021 | 3 | May 28, 2021 | 9 |
| -4.54% | Sep 2, 2014 | 28 | Oct 10, 2014 | 12 | Oct 28, 2014 | 40 |
| -4.05% | Nov 27, 2019 | 26 | Jan 7, 2020 | 17 | Jan 31, 2020 | 43 |
| -3.94% | Oct 23, 2015 | 5 | Oct 30, 2015 | 5 | Nov 6, 2015 | 10 |
| -3.84% | Jun 12, 2026 | 3 | Jun 17, 2026 | 4 | Jun 24, 2026 | 7 |
| -3.42% | Jun 26, 2015 | 7 | Jul 8, 2015 | 19 | Aug 4, 2015 | 26 |
| -3.12% | Sep 17, 2019 | 11 | Oct 2, 2019 | 7 | Oct 11, 2019 | 18 |
| -3.10% | Oct 12, 2015 | 2 | Oct 14, 2015 | 4 | Oct 20, 2015 | 6 |
| -2.91% | Jul 6, 2026 | 2 | Jul 8, 2026 | 6 | Jul 16, 2026 | 8 |
| -2.48% | Dec 1, 2015 | 8 | Dec 11, 2015 | 2 | Dec 15, 2015 | 10 |