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WSFS: WSFS Financial Corporation (STOCK)
Basic Info 73.27 1.12(1.55%) June 09
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/28/1986 |
| Last Dividend Date: | 05/08/2026 |
| 12-Mo. Yield | 1.37% |
| Expenses | - |
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Performance Analytics (As of 06/09/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.7 | 33.3 | 39.2 | 26.0 | 7.9 | 8.5 | 13.8 | 7.8 | 8.7 | 5.2 | 17.1 | 2.9 | -8.4 | 12.9 | 3.6 | 17.3 | -20.1 | 3.9 | 44.3 | 27.2 | -0.1 | 85.1 | 18.9 | -23.3 | 87.6 | -45.6 | -3.5 | -24.5 | 9.8 | 2.6 | 34.4 | 36.8 | 91.6 | 36.2 | 3.4 | -25.2 | -15.6 | 96.3 | 13.2 | 148.3 | -13.4 | 39.6 | 118.2 | -31.3 | -72.4 | -14.7 | -10.5 | -7.3 | -0.0 |
| Sharpe Ratio | NA | 3.31 | 1.52 | 0.79 | 0.15 | 0.19 | NA | NA | 0.13 | 0.08 | 0.4 | -0.02 | -0.32 | 0.38 | 0.05 | 0.69 | -0.84 | 0.14 | 1.64 | 1.23 | -0.01 | 3.92 | 0.64 | -0.5 | 2.83 | -0.57 | -0.08 | -0.75 | 0.3 | 0.01 | 1.43 | 1.7 | 2.3 | 1.43 | -0.03 | -1.22 | -0.45 | 3.21 | 0.3 | 2.61 | -0.21 | 0.47 | 0.86 | -0.31 | -0.75 | -0.41 | -0.33 | -0.24 | -0.12 |
| Draw Down(%) | NA | 11.5 | 14.9 | 24.7 | 45.5 | 65.5 | NA | NA | 91.9 | 22.4 | 14.8 | 41.2 | 32.2 | 21.6 | 55.6 | 15.7 | 36.4 | 14.5 | 16.7 | 10.5 | 15.3 | 7.6 | 17.4 | 38.5 | 23.6 | 64.1 | 38.1 | 29.0 | 10.0 | 16.9 | 12.3 | 6.6 | 20.8 | 16.1 | 22.6 | 30.9 | 46.6 | 12.4 | 28.9 | 12.5 | 28.6 | 40.0 | 50.0 | 56.0 | 75.4 | 50.0 | 41.1 | 43.5 | 4.7 |
| Standard Deviation(%) | NA | 25.4 | 24.6 | 31.7 | 32.7 | 35.7 | NA | NA | 50.9 | 28.3 | 33.7 | 40.4 | 31.2 | 34.0 | 68.0 | 22.9 | 25.6 | 23.7 | 27.0 | 22.1 | 19.7 | 21.7 | 29.8 | 46.2 | 31.0 | 79.8 | 55.4 | 37.2 | 21.7 | 22.2 | 23.3 | 21.2 | 39.4 | 24.0 | 26.8 | 23.4 | 42.8 | 28.7 | 31.0 | 55.4 | 78.6 | 79.5 | 133.7 | 112.0 | 103.6 | 50.3 | 47.2 | 48.4 | 33.6 |
| Treynor Ratio | NA | 1.44 | 0.46 | 0.23 | 0.05 | 0.06 | NA | NA | 0.07 | 0.02 | 0.1 | 0.0 | -0.13 | 0.14 | 0.02 | 0.18 | -0.29 | 0.02 | 0.36 | 0.31 | 0.0 | 0.81 | 0.15 | -0.16 | 0.98 | -0.24 | -0.05 | -0.2 | 0.06 | 0.0 | 0.49 | 0.88 | 2.1 | 2.35 | -0.04 | -0.72 | -0.2 | 1.81 | 0.31 | -452.9 | -0.38 | 0.61 | 1.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.21 | 0.07 | 0.03 | 0.0 | -0.01 | NA | NA | 0.05 | -0.03 | -0.03 | -0.11 | 0.04 | -0.02 | -0.03 | -0.03 | -0.07 | -0.11 | 0.1 | 0.1 | -0.04 | 0.13 | 0.01 | -0.09 | 0.21 | -0.34 | 0.18 | -0.12 | -0.02 | -0.01 | 0.09 | 0.08 | 0.32 | 0.13 | 0.02 | -0.15 | -0.12 | 0.22 | 0.03 | 0.41 | 0.06 | 0.23 | 0.62 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.58 | 0.81 | 1.09 | 1.0 | 1.11 | NA | NA | 0.94 | 0.97 | 1.35 | 1.7 | 0.77 | 0.94 | 1.35 | 0.9 | 0.73 | 1.74 | 1.21 | 0.88 | 0.92 | 1.04 | 1.28 | 1.42 | 0.89 | 1.89 | 0.89 | 1.36 | 1.13 | 0.99 | 0.69 | 0.41 | 0.43 | 0.15 | 0.23 | 0.4 | 0.95 | 0.51 | 0.31 | 0.0 | 0.43 | 0.61 | 1.0 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.11 | 0.17 | 0.27 | 0.28 | 0.33 | NA | NA | 0.1 | 0.43 | 0.26 | 0.32 | 0.38 | 0.14 | 0.48 | 0.25 | 0.24 | 0.27 | 0.37 | 0.38 | 0.3 | 0.3 | 0.32 | 0.57 | 0.29 | 0.45 | 0.42 | 0.34 | 0.31 | 0.22 | 0.11 | 0.1 | 0.07 | 0.02 | 0.04 | 0.09 | 0.19 | 0.08 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.3 | 1.3 | 1.3 | 1.1 | 1.1 | 1.1 | 1.2 | 0.9 | 0.6 | 0.8 | 0.8 | 0.7 | 1.1 | 1.3 | 1.0 | 1.9 | 1.0 | 1.0 | 0.6 | 0.5 | 0.5 | 0.5 | 0.6 | 1.1 | 1.3 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -43.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.0 | 0.0 | 7.1 | 9.8 | 6.2 | 2.1 | 11.9 | 40.0 | 20.0 | 19.0 | 23.5 | 6.2 | 0.0 | 0.0 | 0.0 | 0.0 | 4.4 | 21.1 | 22.4 | 15.0 | 17.2 | 14.8 | 5.4 | 19.2 | 6.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/1986
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