Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAFDP (WaFd, Inc.) | 0.71% | 14.23% | 11.74% | -2.42% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 02/12/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAFDP (WaFd, Inc.) | 02/12/2021 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.16 | 14.23 | 11.74 | -2.42 | NA | NA | NA | … | … | 0.71 | 7.66 | 19.76 | -7.27 | -28.25 | 7.88 |
| Sharpe Ratio | NA | 0.86 | 0.43 | -0.21 | NA | NA | NA | … | … | -0.46 | 0.36 | 0.78 | -0.26 | -1.19 | 1.15 |
| Standard Deviation(%) | NA | 10.60 | 17.26 | 24.83 | NA | NA | NA | … | … | 11.33 | 13.35 | 20.71 | 42.07 | 24.96 | 7.75 |
| Draw Down(%) | NA | 5.36 | 18.62 | 46.37 | NA | NA | NA | … | … | 5.36 | 10.79 | 12.77 | 34.60 | 32.28 | 4.88 |
| Yield(%) | 0.00 | 7.81 | 8.17 | 4.60 | 2.49 | 1.66 | 1.25 | … | … | 1.83 | 7.13 | 8.13 | 6.88 | 4.67 | 4.48 |
Data as of 06/18/2026, Common starting date is 02/12/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFDP (WaFd, Inc.) |
-12.25%
Jun 2021 – Jun 2024 |
-2.57%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFDP (WaFd, Inc.) |
12.07%
May 2023 – May 2026 |
-2.00%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart