Performance analysis of WaFd (WAFD)
Annual Return
Over the past 3 years, WAFD has had an average annual return of +11.49%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, WAFD has had an average annual return of +4.35%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, WAFD has had an average annual return of +6.79%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, WAFD has had an average annual return of +6.84%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.12% | +2.95% | +1.07% | +1.73% | +3.41% | +33.45% | -27.29% | +40.61% | -20.29% | +2.28% | +47.52% | +10.08% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -3.31% | +40.70% | +22.92% | -15.86% | -11.42% | +31.03% | -26.51% | -7.11% | +5.98% | -0.41% | +8.23% | +30.45% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +11.20% | +3.55% | +52.71% | -10.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.84% | -3.69% | +0.77% | +12.74% | +1.22% | -0.59% | +12.12% | ||||||
| 2025 | -7.94% | +0.62% | -3.41% | -0.17% | +0.56% | +3.03% | -0.60% | +8.98% | -3.69% | -4.16% | +9.99% | +1.17% | +2.95% |
| 2024 | -11.89% | -5.31% | +6.57% | -6.68% | +4.37% | +2.03% | +24.53% | +3.76% | -4.96% | -2.50% | +8.41% | -11.86% | +1.07% |
| 2023 | +5.69% | -0.40% | -14.11% | -6.91% | -6.37% | +1.96% | +17.04% | -11.62% | -5.74% | -3.67% | +9.32% | +23.31% | +1.73% |
| 2022 | +4.91% | +2.30% | -7.76% | -7.28% | +7.47% | -7.49% | +13.69% | -5.57% | -6.34% | +29.09% | -8.22% | -4.88% | +3.41% |
| 2021 | +1.71% | +16.38% | +1.92% | +5.68% | +3.14% | -4.68% | +1.54% | +3.93% | +3.03% | +3.06% | -7.52% | +2.74% | +33.45% |
| 2020 | -7.23% | -11.23% | -13.44% | +3% | -2.43% | +3.79% | -13.04% | +1.40% | -11.04% | +2.06% | +10.89% | +10.14% | -27.29% |
| 2019 | +8.91% | +6.18% | -5.84% | +14.71% | -4.15% | +10.65% | +4.72% | -2.10% | +3.90% | -1.43% | +1.53% | -0.43% | +40.61% |
| 2018 | +4.82% | -2.87% | -0.29% | -8.24% | +2.74% | +0.77% | +2.60% | +2.18% | -6.16% | -12.00% | +2.96% | -7.29% | -20.29% |
| 2017 | -3.20% | +3.04% | -2.22% | +1.81% | -4.77% | +3.91% | +0.75% | -6.16% | +7.68% | +3.42% | +0.44% | -1.58% | +2.28% |
Drawdown analysis of WaFd (WAFD)
The maximum drawdown for the WAFD was -61.58%, occurring on Mar 5, 2009. Recovery took 1222 trading sessions.
The current WAFD drawdown is -1.70%.
Since Nov 1, 1999 WAFD has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 6 times
- 20% or more: 8 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.58% | Oct 9, 2007 | 353 | Mar 5, 2009 | 1222 | Jan 10, 2014 | 1575 |
| -45.54% | Dec 20, 2019 | 190 | Sep 23, 2020 | 268 | Oct 15, 2021 | 458 |
| -36.00% | Nov 10, 2022 | 241 | Oct 27, 2023 | 206 | Aug 23, 2024 | 447 |
| -34.63% | Nov 6, 2024 | 105 | Apr 10, 2025 | 281 | May 26, 2026 | 386 |
| -33.84% | Nov 2, 1999 | 76 | Feb 22, 2000 | 151 | Sep 26, 2000 | 227 |
| -31.78% | Jan 22, 2018 | 233 | Dec 24, 2018 | 145 | Jul 24, 2019 | 378 |
| -23.21% | Nov 10, 2015 | 63 | Feb 11, 2016 | 123 | Aug 8, 2016 | 186 |
| -23.19% | May 31, 2002 | 89 | Oct 7, 2002 | 166 | Jun 5, 2003 | 255 |
| -19.65% | Aug 13, 2001 | 46 | Oct 23, 2001 | 62 | Jan 23, 2002 | 108 |
| -19.39% | Jan 14, 2022 | 109 | Jun 23, 2022 | 81 | Oct 18, 2022 | 190 |
| -17.13% | Jan 13, 2014 | 187 | Oct 9, 2014 | 170 | Jun 15, 2015 | 357 |
| -15.56% | Dec 28, 2000 | 7 | Jan 9, 2001 | 23 | Feb 12, 2001 | 30 |
| -14.90% | Feb 10, 2004 | 68 | May 18, 2004 | 76 | Sep 7, 2004 | 144 |
| -14.32% | Feb 23, 2017 | 136 | Sep 7, 2017 | 30 | Oct 19, 2017 | 166 |
| -14.07% | Jun 4, 2007 | 43 | Aug 3, 2007 | 9 | Aug 16, 2007 | 52 |
| -12.68% | Sep 28, 2000 | 14 | Oct 18, 2000 | 29 | Nov 29, 2000 | 43 |
| -11.56% | Jul 13, 2005 | 64 | Oct 12, 2005 | 22 | Nov 11, 2005 | 86 |
| -11.51% | Nov 5, 2021 | 17 | Dec 1, 2021 | 27 | Jan 10, 2022 | 44 |
| -11.15% | Jan 19, 2006 | 143 | Aug 14, 2006 | 176 | Apr 27, 2007 | 319 |
| -11.11% | Feb 12, 2001 | 27 | Mar 22, 2001 | 62 | Jun 20, 2001 | 89 |
| -10.97% | Jun 23, 2015 | 44 | Aug 25, 2015 | 40 | Oct 21, 2015 | 84 |
| -10.02% | Jun 21, 2001 | 6 | Jun 29, 2001 | 11 | Jul 17, 2001 | 17 |
| -9.85% | Dec 2, 2004 | 97 | Apr 22, 2005 | 56 | Jul 13, 2005 | 153 |
| -9.55% | Oct 17, 2024 | 12 | Nov 4, 2024 | 2 | Nov 6, 2024 | 14 |
| -9.00% | Aug 23, 2024 | 26 | Oct 1, 2024 | 12 | Oct 17, 2024 | 38 |