Performance analysis of Waterstone Financial (WSBF)
Annual Return
Over the past 3 years, WSBF has had an average annual return of +12.65%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, WSBF has had an average annual return of +3.30%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, WSBF has had an average annual return of +8.11%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Oct 5, 2005, WSBF has had an average annual return of +5.76%, underperforming the benchmark SPY, which returned +11.34% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.92% | +28.75% | -0.84% | -13.17% | -15.74% | +23.92% | +6.99% | +20.42% | +4.01% | -2.42% | +32.74% | +8.87% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +31.72% | +42.32% | +312.68% | -41.85% | +58.56% | -38.82% | -73.87% | -28.06% | +55.77% | +1.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.50% | -2.62% | +1.23% | +0.87% | +2.72% | -1.73% | +11.92% | ||||||
| 2025 | +3.45% | +2.40% | -4.40% | -8.94% | +6.78% | +6.89% | -2.58% | +12.62% | +4.07% | -0.94% | +2.35% | +5.68% | +28.75% |
| 2024 | -5.32% | -4.89% | -3.79% | -5.58% | +6.70% | +5.71% | +18.03% | +1.54% | -2.97% | +1.36% | +2.37% | -10.93% | -0.84% |
| 2023 | -5.53% | -0% | -6.02% | -7.22% | -2.38% | +7.17% | -2.40% | -11.04% | -11.77% | +0.04% | +13.05% | +16.30% | -13.17% |
| 2022 | -3.58% | -4.31% | -1.02% | -16.06% | +7.66% | -1.39% | +10.67% | -7.29% | -6.53% | +6.35% | -1.35% | +2.93% | -15.74% |
| 2021 | -0.82% | +5.20% | +5.10% | -2.60% | +0.40% | +1.88% | +1.39% | +2.79% | +1.04% | +1.87% | +0.39% | +5.35% | +23.92% |
| 2020 | -7.50% | -4.92% | -9.89% | +0.76% | +2.62% | -0.47% | +3.95% | +1.37% | +0% | +9.77% | +5.84% | +7.15% | +6.99% |
| 2019 | -5.65% | +7.26% | +0.75% | +1.35% | -0.30% | +3.33% | -0.24% | -1.83% | +3.56% | +9.20% | +1.29% | +0.85% | +20.42% |
| 2018 | +0.98% | +0.58% | +3.51% | -0.18% | +1.17% | -1.73% | +0.40% | -0.58% | +1.48% | -4.04% | +2.57% | +0% | +4.01% |
| 2017 | -0.99% | +2.49% | -1.62% | +4.81% | +2.09% | -0.26% | +0.64% | -6.37% | +10.48% | -0.93% | -1.56% | -9.79% | -2.42% |
Drawdown analysis of Waterstone Financial (WSBF)
The maximum drawdown for the WSBF was -90.64%, occurring on Dec 17, 2009. Recovery took 1673 trading sessions.
The current WSBF drawdown is -3.04%.
Since Oct 5, 2005 WSBF has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.64% | Sep 18, 2006 | 819 | Dec 17, 2009 | 1673 | Aug 11, 2016 | 2492 |
| -51.09% | Jan 6, 2022 | 450 | Oct 23, 2023 | 563 | Jan 22, 2026 | 1013 |
| -33.12% | Dec 17, 2019 | 86 | Apr 22, 2020 | 145 | Nov 16, 2020 | 231 |
| -16.14% | Oct 27, 2017 | 315 | Jan 31, 2019 | 185 | Oct 24, 2019 | 500 |
| -11.30% | Jun 9, 2017 | 52 | Aug 23, 2017 | 24 | Sep 27, 2017 | 76 |
| -10.58% | Oct 6, 2005 | 11 | Oct 21, 2005 | 27 | Nov 30, 2005 | 38 |
| -8.79% | Dec 9, 2016 | 26 | Jan 19, 2017 | 20 | Feb 16, 2017 | 46 |
| -8.60% | Feb 16, 2017 | 23 | Mar 22, 2017 | 22 | Apr 24, 2017 | 45 |
| -7.97% | Jun 30, 2006 | 10 | Jul 17, 2006 | 31 | Aug 29, 2006 | 41 |
| -7.19% | Jan 22, 2026 | 4 | Jan 28, 2026 | 1 | Jan 29, 2026 | 5 |
| -7.19% | Apr 12, 2021 | 22 | May 12, 2021 | 60 | Aug 6, 2021 | 82 |
| -6.98% | Feb 2, 2026 | 24 | Mar 9, 2026 | 22 | Apr 9, 2026 | 46 |
| -6.33% | May 3, 2017 | 10 | May 17, 2017 | 16 | Jun 9, 2017 | 26 |
| -6.07% | Nov 12, 2021 | 11 | Nov 30, 2021 | 24 | Jan 4, 2022 | 35 |
| -5.91% | Jan 14, 2021 | 8 | Jan 27, 2021 | 10 | Feb 10, 2021 | 18 |
| -5.63% | Feb 24, 2021 | 2 | Feb 26, 2021 | 5 | Mar 5, 2021 | 7 |
| -5.56% | Mar 20, 2006 | 16 | Apr 11, 2006 | 15 | May 3, 2006 | 31 |
| -5.55% | Aug 11, 2021 | 27 | Sep 20, 2021 | 25 | Oct 25, 2021 | 52 |
| -5.22% | Apr 9, 2026 | 12 | Apr 27, 2026 | Ongoing | Ongoing | Ongoing |
| -5.11% | Dec 12, 2005 | 5 | Dec 19, 2005 | 30 | Feb 2, 2006 | 35 |
| -4.04% | Mar 12, 2021 | 7 | Mar 23, 2021 | 12 | Apr 9, 2021 | 19 |
| -4.00% | Nov 24, 2020 | 3 | Nov 30, 2020 | 13 | Dec 17, 2020 | 16 |
| -3.43% | May 4, 2006 | 6 | May 12, 2006 | 3 | May 17, 2006 | 9 |
| -3.02% | Jun 12, 2006 | 6 | Jun 20, 2006 | 7 | Jun 29, 2006 | 13 |
| -2.94% | Sep 7, 2016 | 35 | Oct 26, 2016 | 11 | Nov 10, 2016 | 46 |