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Performance analysis of Webster Financial (WBS-P-G)

Annual Return

Over the past 3 years, WBS-P-G has had an average annual return of +8.80%, underperforming the benchmark SPY, which returned +19.27% annual.

Since Feb 2, 2022, WBS-P-G has had an average annual return of +4.99%, underperforming the benchmark SPY, which returned +12.85% annual.

20262025202420232022
+2.25%+13.34%+5.70%+0.82%+0.66%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.51%+4.98%-4.72%+2.60%+1.19%-2.16%+0.13%+2.25%
2025+7.55%+0.50%-2.76%+0.13%-1.13%+3.54%+3.84%+2.08%+3.73%-2.12%-2.52%+0.27%+13.34%
2024+4.35%-2.38%+3.89%-4.64%+3.75%+0.20%-1.09%+3.67%+5.52%+3.08%-0.79%-8.94%+5.70%
2023+4.34%+0.20%-16.94%+12.40%-9.39%+6.84%+1.37%-1.26%-2.14%-6.63%+12.43%+3.78%+0.82%
2022-1.05%+0.04%+2.77%-0.74%-2.14%+2.13%+0.12%-1.43%-8.72%+11.14%-0.38%+0.66%

Drawdown analysis of Webster Financial (WBS-P-G)

The maximum drawdown for the WBS-P-G was -28.05%, occurring on Mar 13, 2023. Recovery took 222 trading sessions.

The current WBS-P-G drawdown is -3.20%.

Since Feb 2, 2022 WBS-P-G has experienced the following drawdowns:

  • 20% or more: 1 time
  • 10% or more: 3 times
DepthStartTo BottomBottomTo RecoverEndTotal
-28.05%Feb 2, 202326Mar 13, 2023222Jan 30, 2024248
-11.40%Oct 31, 2024111Apr 14, 202563Jul 16, 2025174
-10.70%Aug 15, 202254Oct 31, 202245Jan 5, 202399
-7.84%Mar 25, 202414Apr 15, 202424May 17, 202438
-6.15%Sep 30, 202546Dec 4, 202541Feb 4, 202687
-6.06%May 20, 202419Jun 17, 202445Aug 21, 202464
-5.46%Apr 29, 202215May 20, 202251Aug 4, 202266
-5.38%Jan 30, 20247Feb 8, 202431Mar 25, 202438
-4.72%Feb 27, 202622Mar 31, 202622May 1, 202644
-3.32%May 1, 202640Jun 30, 2026OngoingOngoingOngoing
-2.84%Feb 3, 202257Apr 27, 20222Apr 29, 202259
-1.92%Oct 2, 20246Oct 10, 20244Oct 16, 202410
-1.90%Aug 29, 20241Aug 30, 20246Sep 10, 20247
-1.84%Aug 21, 20258Sep 3, 20257Sep 12, 202515
-1.79%Jul 21, 20252Jul 23, 20256Jul 31, 20258
-1.52%Oct 25, 20243Oct 30, 20241Oct 31, 20244
-1.21%Oct 16, 20242Oct 18, 20242Oct 22, 20244
-1.18%Aug 4, 20255Aug 11, 20255Aug 18, 202510
-1.16%Sep 12, 20253Sep 17, 20258Sep 29, 202511
-1.14%Aug 21, 20241Aug 22, 20241Aug 23, 20242
-1.10%Sep 20, 20241Sep 23, 20243Sep 26, 20244
-1.01%Feb 20, 20262Feb 24, 20263Feb 27, 20265
-0.93%Feb 4, 20264Feb 10, 20264Feb 17, 20268
-0.93%Oct 22, 20241Oct 23, 20242Oct 25, 20243
-0.83%Aug 4, 20222Aug 8, 20225Aug 15, 20227