Performance analysis of WSFS Financial (WSFS)
Annual Return
Over the past 3 years, WSFS has had an average annual return of +25.53%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, WSFS has had an average annual return of +6.80%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, WSFS has had an average annual return of +8.16%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, WSFS has had an average annual return of +11.66%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +26.83% | +5.24% | +17.13% | +2.87% | -8.43% | +12.86% | +3.62% | +17.33% | -20.08% | +3.91% | +44.32% | +27.21% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -0.11% | +85.10% | +18.85% | -23.27% | +87.60% | -45.64% | -3.51% | -24.52% | +9.82% | +2.56% | +34.38% | +36.75% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +91.62% | +36.12% | +3.37% | -12.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +17.18% | -1.63% | +3.07% | +9.94% | -0.45% | -2.46% | +26.83% | ||||||
| 2025 | +5.40% | -2.80% | -4.46% | -0.62% | +2.93% | +3.99% | -0.29% | +6.63% | -7.48% | -3.41% | +7.48% | -1.02% | +5.24% |
| 2024 | -3.09% | -4.42% | +6.49% | -5.34% | +3.45% | +6.67% | +20.19% | -2.81% | -6.85% | -3.57% | +22.39% | -11.48% | +17.13% |
| 2023 | +6.55% | +3.62% | -24.64% | -6.49% | -4.46% | +12.80% | +15.99% | -9.85% | -7.12% | -3.01% | +9.40% | +19.08% | +2.87% |
| 2022 | +4.51% | -2.72% | -8.28% | -14.05% | +7.11% | -6.29% | +19.03% | +1.64% | -3.91% | +0.22% | +4.53% | -6.53% | -8.43% |
| 2021 | -4.26% | +23.99% | -6.30% | +2.61% | +4.41% | -12.44% | -6.03% | +4.04% | +12.99% | +0.97% | -3.80% | +0.80% | +12.86% |
| 2020 | -9.32% | -13.36% | -27.68% | +17.09% | -4.73% | +3.72% | -0.59% | +3.13% | -7.95% | +17.50% | +20.78% | +17.70% | +3.62% |
| 2019 | +11.24% | +2.89% | -10.81% | +11.87% | -7.83% | +4.06% | +2.59% | -2.42% | +6.99% | -4.38% | +6.03% | -1.35% | +17.33% |
| 2018 | +6.79% | -6.48% | +0.42% | +4.59% | +4.71% | +1.81% | +6.38% | -13.74% | -3.38% | -9.80% | -0.82% | -9.89% | -20.08% |
| 2017 | -2.27% | +0.82% | +0.77% | +2.72% | -6.42% | +2.84% | -0.44% | -0.84% | +9.06% | +1.95% | +2% | -5.44% | +3.91% |
Drawdown analysis of WSFS Financial (WSFS)
The maximum drawdown for the WSFS was -74.97%, occurring on Mar 6, 2009. Recovery took 1168 trading sessions.
The current WSFS drawdown is -4.23%.
Since Nov 1, 1999 WSFS has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 21 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.97% | Feb 2, 2007 | 526 | Mar 6, 2009 | 1168 | Oct 24, 2013 | 1694 |
| -65.49% | Aug 1, 2018 | 412 | Mar 23, 2020 | 399 | Oct 20, 2021 | 811 |
| -45.52% | Jan 14, 2022 | 331 | May 11, 2023 | 295 | Jul 16, 2024 | 626 |
| -32.53% | Nov 8, 1999 | 182 | Jul 28, 2000 | 201 | May 16, 2001 | 383 |
| -24.67% | Nov 25, 2024 | 93 | Apr 11, 2025 | 198 | Jan 27, 2026 | 291 |
| -23.10% | Dec 2, 2015 | 48 | Feb 11, 2016 | 67 | May 18, 2016 | 115 |
| -20.82% | Aug 28, 2002 | 17 | Sep 23, 2002 | 47 | Nov 27, 2002 | 64 |
| -19.93% | Nov 29, 2004 | 102 | Apr 26, 2005 | 124 | Oct 20, 2005 | 226 |
| -19.79% | Jun 28, 2002 | 16 | Jul 23, 2002 | 13 | Aug 9, 2002 | 29 |
| -16.86% | Dec 24, 2013 | 90 | May 6, 2014 | 190 | Feb 5, 2015 | 280 |
| -16.46% | Jun 8, 2016 | 13 | Jun 27, 2016 | 32 | Aug 11, 2016 | 45 |
| -16.12% | Aug 21, 2001 | 19 | Sep 24, 2001 | 81 | Jan 18, 2002 | 100 |
| -14.85% | Jul 23, 2024 | 51 | Oct 3, 2024 | 24 | Nov 6, 2024 | 75 |
| -14.66% | Nov 11, 2021 | 25 | Dec 17, 2021 | 19 | Jan 14, 2022 | 44 |
| -14.52% | Apr 26, 2017 | 93 | Sep 7, 2017 | 24 | Oct 11, 2017 | 117 |
| -14.01% | Aug 31, 2016 | 41 | Oct 28, 2016 | 9 | Nov 10, 2016 | 50 |
| -12.28% | Mar 19, 2004 | 40 | May 17, 2004 | 64 | Aug 18, 2004 | 104 |
| -11.74% | Jan 25, 2018 | 40 | Mar 23, 2018 | 40 | May 21, 2018 | 80 |
| -11.45% | Feb 6, 2026 | 27 | Mar 18, 2026 | 22 | Apr 20, 2026 | 49 |
| -10.52% | Feb 13, 2015 | 52 | Apr 30, 2015 | 27 | Jun 9, 2015 | 79 |
| -10.05% | Apr 19, 2006 | 64 | Jul 20, 2006 | 71 | Oct 30, 2006 | 135 |
| -9.84% | Dec 28, 2006 | 14 | Jan 22, 2007 | 6 | Jan 30, 2007 | 20 |
| -9.84% | Oct 19, 2017 | 15 | Nov 9, 2017 | 13 | Nov 29, 2017 | 28 |
| -9.57% | Aug 17, 2015 | 6 | Aug 25, 2015 | 33 | Oct 12, 2015 | 39 |
| -9.45% | Dec 6, 2002 | 23 | Jan 10, 2003 | 73 | Apr 28, 2003 | 96 |