Performance analysis of Webster Financial (WBS-P-F)
Annual Return
Over the past 3 years, WBS-P-F has had an average annual return of +10.56%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, WBS-P-F has had an average annual return of +1.12%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Dec 5, 2017, WBS-P-F has had an average annual return of +3.47%, underperforming the benchmark SPY, which returned +14.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.94% | +8.22% | +8% | +5.37% | -22.54% | +1.32% | +9.41% | +29.14% | -12.16% | +1.84% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.36% | +8.07% | -0.58% | +2.32% | -0.39% | +0.39% | -2.31% | +9.94% | |||||
| 2025 | +5.04% | +4.17% | -1.57% | -5.21% | -2.70% | +5.19% | +1.42% | +5.68% | +0.74% | -0.54% | -1.63% | -1.97% | +8.22% |
| 2024 | +11.06% | -4.36% | +7.30% | -9.01% | +5.57% | +0.45% | +2.43% | +5.70% | +3.08% | -1.29% | -1.11% | -9.86% | +8% |
| 2023 | +20.07% | -3.97% | -19.53% | +14.68% | -7.16% | +2.27% | +0% | +1.77% | -1.56% | -14.55% | +20.48% | +1.14% | +5.37% |
| 2022 | -3.24% | -4.08% | -0.08% | -10.59% | +15.14% | -12.84% | +12.30% | -6.42% | -5.29% | -4.96% | +5% | -6.28% | -22.54% |
| 2021 | -3.53% | -1.25% | +1.15% | +2.55% | -0.58% | +2.83% | +0.38% | +2.03% | -4.03% | +1.67% | -2.38% | +2.82% | +1.32% |
| 2020 | +3.76% | -5.38% | -14.92% | +15.94% | +5.46% | -3.46% | +9.33% | -1.37% | -3.52% | +4.27% | -0.65% | +2.95% | +9.41% |
| 2019 | +9.57% | +3.02% | -0.47% | +4.36% | +1.22% | +3.49% | -0.08% | +6.30% | -1.89% | +0.16% | -1.28% | +2.05% | +29.14% |
| 2018 | -4.68% | +1.17% | +0.15% | -2.28% | +1.13% | +5.08% | -1.97% | +2.01% | -4.34% | -4.57% | -2.03% | -2.08% | -12.16% |
| 2017 | +1.84% | +1.84% |
Drawdown analysis of Webster Financial (WBS-P-F)
The maximum drawdown for the WBS-P-F was -41.03%, occurring on May 4, 2023. Recovery took 690 trading sessions.
The current WBS-P-F drawdown is -3.67%.
Since Dec 5, 2017 WBS-P-F has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.03% | Sep 2, 2021 | 419 | May 4, 2023 | 690 | Feb 4, 2026 | 1109 |
| -40.97% | Feb 11, 2020 | 28 | Mar 23, 2020 | 91 | Jul 31, 2020 | 119 |
| -14.74% | Jul 10, 2018 | 118 | Dec 27, 2018 | 43 | Mar 1, 2019 | 161 |
| -7.43% | Sep 21, 2020 | 7 | Sep 30, 2020 | 192 | Jul 7, 2021 | 199 |
| -7.22% | Dec 29, 2017 | 87 | May 7, 2018 | 38 | Jun 29, 2018 | 125 |
| -7.06% | Feb 17, 2026 | 28 | Mar 27, 2026 | 29 | May 8, 2026 | 57 |
| -5.51% | Sep 3, 2019 | 47 | Nov 7, 2019 | 38 | Jan 3, 2020 | 85 |
| -4.71% | May 8, 2026 | 51 | Jul 23, 2026 | Ongoing | Ongoing | Ongoing |
| -4.42% | Jul 7, 2021 | 15 | Jul 28, 2021 | 26 | Sep 2, 2021 | 41 |
| -3.56% | Aug 7, 2020 | 5 | Aug 14, 2020 | 21 | Sep 15, 2020 | 26 |
| -2.60% | Jul 31, 2020 | 2 | Aug 4, 2020 | 3 | Aug 7, 2020 | 5 |
| -2.33% | Mar 1, 2019 | 20 | Mar 29, 2019 | 4 | Apr 4, 2019 | 24 |
| -2.26% | Jul 12, 2019 | 18 | Aug 7, 2019 | 6 | Aug 15, 2019 | 24 |
| -1.62% | Jan 6, 2020 | 1 | Jan 7, 2020 | 3 | Jan 10, 2020 | 4 |
| -1.46% | Jan 10, 2020 | 6 | Jan 21, 2020 | 4 | Jan 27, 2020 | 10 |
| -1.34% | Apr 29, 2019 | 1 | Apr 30, 2019 | 1 | May 1, 2019 | 2 |
| -1.25% | Apr 4, 2019 | 4 | Apr 10, 2019 | 3 | Apr 15, 2019 | 7 |
| -1.02% | Jul 5, 2019 | 3 | Jul 10, 2019 | 2 | Jul 12, 2019 | 5 |
| -0.97% | May 10, 2019 | 1 | May 13, 2019 | 1 | May 14, 2019 | 2 |
| -0.89% | May 16, 2019 | 2 | May 20, 2019 | 9 | Jun 3, 2019 | 11 |
| -0.75% | Jan 27, 2020 | 1 | Jan 28, 2020 | 2 | Jan 30, 2020 | 3 |
| -0.68% | Jun 7, 2019 | 4 | Jun 13, 2019 | 1 | Jun 14, 2019 | 5 |
| -0.67% | Jun 28, 2019 | 1 | Jul 1, 2019 | 2 | Jul 3, 2019 | 3 |
| -0.64% | Aug 15, 2019 | 2 | Aug 19, 2019 | 2 | Aug 21, 2019 | 4 |
| -0.60% | Jun 29, 2018 | 1 | Jul 2, 2018 | 1 | Jul 3, 2018 | 2 |