Performance analysis of WaFd (WAFDP)
Annual Return
Over the past 3 years, WAFDP has had an average annual return of +12.88%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, WAFDP has had an average annual return of -2.06%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Feb 2, 2021, WAFDP has had an average annual return of -1.03%, underperforming the benchmark SPY, which returned +14.66% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.09% | +7.69% | +19.74% | -7.37% | -28.28% | +8.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.13% | -1.03% | +0.15% | +2.05% | -1.52% | +1.33% | +2.30% | +2.09% | |||||
| 2025 | -0.36% | -0.29% | -0.69% | +1.59% | -7.15% | +2.78% | +6.28% | +2.99% | -1.87% | +1.60% | +1.27% | +1.88% | +7.69% |
| 2024 | +14.39% | -8.29% | +1.75% | -1.77% | +3.80% | -6.99% | +12.55% | +5.33% | +13.95% | -5.95% | -1.69% | -5.30% | +19.74% |
| 2023 | +14.97% | -3.15% | -15.99% | -3.09% | -7.77% | +5% | +4.31% | -6.51% | -7.64% | -3.57% | +12.73% | +7.79% | -7.37% |
| 2022 | -4.28% | -10.92% | -1.54% | -11.75% | +11.17% | -13.00% | +17.90% | -8.89% | +2.19% | -11.47% | +8.20% | -4.82% | -28.28% |
| 2021 | -2.72% | +3.44% | +1.87% | +1.39% | +3.67% | -0.64% | -1.62% | +1.28% | +0.61% | -3.11% | +3.90% | +8.05% |
Drawdown analysis of WaFd (WAFDP)
The maximum drawdown for the WAFDP was -46.44%, occurring on Oct 20, 2023. This drawdown has not yet recovered.
The current WAFDP drawdown is -13.57%.
Since Feb 2, 2021 WAFDP has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.44% | Nov 5, 2021 | 491 | Oct 20, 2023 | Ongoing | Ongoing | Ongoing |
| -3.68% | Feb 9, 2021 | 13 | Mar 1, 2021 | 19 | Mar 26, 2021 | 32 |
| -3.29% | Jun 30, 2021 | 29 | Aug 11, 2021 | 44 | Oct 13, 2021 | 73 |
| -1.99% | May 7, 2021 | 3 | May 12, 2021 | 7 | May 21, 2021 | 10 |
| -1.50% | Oct 15, 2021 | 10 | Oct 29, 2021 | 4 | Nov 4, 2021 | 14 |
| -0.74% | Apr 22, 2021 | 6 | Apr 30, 2021 | 1 | May 3, 2021 | 7 |
| -0.71% | Feb 3, 2021 | 3 | Feb 8, 2021 | 1 | Feb 9, 2021 | 4 |
| -0.62% | Mar 26, 2021 | 2 | Mar 30, 2021 | 8 | Apr 12, 2021 | 10 |
| -0.61% | Jun 2, 2021 | 4 | Jun 8, 2021 | 1 | Jun 9, 2021 | 5 |
| -0.38% | May 21, 2021 | 5 | May 28, 2021 | 2 | Jun 2, 2021 | 7 |
| -0.37% | Jun 28, 2021 | 1 | Jun 29, 2021 | 1 | Jun 30, 2021 | 2 |
| -0.15% | Jun 24, 2021 | 1 | Jun 25, 2021 | 1 | Jun 28, 2021 | 2 |
| -0.08% | Jun 10, 2021 | 1 | Jun 11, 2021 | 3 | Jun 16, 2021 | 4 |
| -0.04% | Apr 16, 2021 | 3 | Apr 21, 2021 | 1 | Apr 22, 2021 | 4 |
| -0.04% | Jun 18, 2021 | 1 | Jun 21, 2021 | 2 | Jun 23, 2021 | 3 |