WSFS Financial Corporation (WSFS) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$15,064
Total Return
50.64%
CAGR
8.54%
Dividends
$628.85
Yield on Cost
6.29%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.01% |
| Median | +0.00% |
| Best | +33.66% |
| Worst | -25.53% |
| % of Windows Positive | 50.0% |
1-Year (252 Trading Days)
| Average | +6.84% |
| Median | +6.65% |
| Best | +62.53% |
| Worst | -30.19% |
| % of Windows Positive | 57.0% |
3-Year (756 Trading Days)
| Average | +20.57% |
| Median | +18.31% |
| Best | +99.52% |
| Worst | -19.02% |
| % of Windows Positive | 85.0% |
Risk Metrics
| Maximum Drawdown | -45.74% |
| Average Drawdown | -15.24% |
| Drawdown Duration | 627 Trading Days |
| Sortino Ratio | 0.62 |
| Calmar Ratio | 0.19 |
| CVaR (5%) | -4.42% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +26.29% (+115.54% ann.) | +$2628.79 | $30.77 | $6.15 | $0.05 |
| 2025 | +4.98% | +$498.09 | $124.67 | $24.93 | $0.20 |
| 2024 | +16.84% | +$1683.52 | $131.16 | $26.23 | $0.21 |
| 2023 | +2.55% | +$255.00 | $132.92 | $26.58 | $0.21 |
| 2022 | -8.66% | $865.74 | $112.13 | $22.43 | $0.18 |
| 2021 | +12.62% | +$1261.85 | $114.00 | $22.80 | $0.18 |
| 2020 | +3.30% | +$329.50 | $109.60 | $21.92 | $0.18 |
| 2019 | +17.07% | +$1706.72 | $124.39 | $24.88 | $0.20 |
| 2018 | -20.22% | $2021.78 | $87.99 | $17.60 | $0.14 |
| 2017 | +3.78% | +$377.61 | $64.86 | $12.97 | $0.10 |
| 2016 | +44.10% | +$4410.00 | $77.44 | $15.49 | $0.12 |
| 2015 | +27.02% | +$2701.58 | $82.14 | $16.43 | $0.13 |
| 2014 | -0.26% | $25.86 | $65.93 | $13.18 | $0.10 |
| 2013 | +84.78% | +$8478.29 | $113.94 | $22.79 | $0.18 |
| 2012 | +18.58% | +$1857.71 | $133.95 | $26.79 | $0.21 |
| 2011 | -23.46% | $2345.75 | $101.53 | $20.31 | $0.16 |
| 2010 | +87.09% | +$8708.68 | $188.10 | $37.62 | $0.30 |
| 2009 | -45.83% | $4583.43 | $100.56 | $20.11 | $0.16 |
| 2008 | -3.69% | $369.13 | $91.89 | $18.38 | $0.15 |
| 2007 | -24.61% | $2461.41 | $56.87 | $11.37 | $0.09 |
| 2006 | +9.71% | +$970.63 | $50.69 | $10.14 | $0.08 |
| 2005 | +2.46% | +$246.46 | $45.06 | $9.01 | $0.07 |
| 2004 | +34.26% | +$3426.09 | $51.35 | $10.27 | $0.08 |
| 2003 | +36.61% | +$3660.59 | $60.77 | $12.16 | $0.10 |
| 2002 | +91.29% | +$9129.48 | $109.82 | $21.97 | $0.18 |
| 2001 | +35.89% | +$3588.69 | $124.70 | $24.94 | $0.21 |
| 2000 | +3.10% | +$309.54 | $119.28 | $23.85 | $0.20 |
| 1999 | -24.72% | $2472.45 | $71.27 | $14.25 | $0.11 |
| 1998 | -15.63% | $1562.50 | $0.00 | $0.00 | $0.00 |
| 1997 | +96.32% | +$9631.92 | $0.00 | $0.00 | $0.00 |
| 1996 | +13.19% | +$1319.44 | $0.00 | $0.00 | $0.00 |
| 1995 | +148.28% | +$14827.60 | $0.00 | $0.00 | $0.00 |
| 1994 | -13.43% | $1343.29 | $0.00 | $0.00 | $0.00 |
| 1993 | +39.58% | +$3958.35 | $0.00 | $0.00 | $0.00 |
| 1992 | +118.18% | +$11818.16 | $0.00 | $0.00 | $0.00 |
| 1991 | -31.25% | $3125.00 | $0.00 | $0.00 | $0.00 |
| 1990 | -72.07% | $7206.83 | $137.93 | $27.59 | $0.21 |
| 1989 | -11.91% | $1191.35 | $476.50 | $95.30 | $0.76 |
| 1988 | -8.33% | $832.77 | $318.37 | $63.67 | $0.52 |
| 1987 | -6.71% | $671.29 | $97.69 | $19.54 | $0.16 |
| 1986 partial | -1.20% (-11.88% ann.) | $120.48 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +35.49% | +6.85% | +$3549.02 | $188.06 | $37.61 | $0.30 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +163.18% | +45.65% | +$16318.49 | $388.56 | $77.71 | $0.65 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +145.20% | +19.66% | +$14520.36 | $478.86 | $95.78 | $0.77 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -74.01% | -61.47% | $7400.95 | $100.93 | $20.19 | $0.16 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +102.54% | +23.25% | +$10253.79 | $759.95 | $151.99 | $1.22 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +215.01% | +16.37% | +$21500.57 | $1673.33 | $334.67 | $2.68 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -52.25% | -99.98% | $5225.38 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +47.29% | +86.46% | +$4728.99 | $164.53 | $32.90 | $0.26 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +36.17% | +34.03% | +$3617.35 | $136.62 | $27.32 | $0.22 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -4.31% | -4.57% | $430.77 | $113.04 | $22.61 | $0.18 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +9.32% | +4.93% | +$932.24 | $215.16 | $43.03 | $0.34 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +34.07% | +20.28% | +$3407.32 | $187.24 | $37.45 | $0.30 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-08-31 | $0.0167 | 0.34% |
| 1987-11-30 | $0.0167 | 0.49% |
| 1988-02-29 | $0.0167 | 0.38% |
| 1988-05-27 | $0.0167 | 0.50% |
| 1988-08-29 | $0.0333 | 1.05% |
| 1988-11-23 | $0.0333 | 1.08% |
| 1989-03-06 | $0.0333 | 1.10% |
| 1989-05-26 | $0.0333 | 1.18% |
| 1989-08-28 | $0.0333 | 0.78% |
| 1989-12-04 | $0.0333 | 1.10% |
| 1990-03-05 | $0.0333 | 1.48% |
| 1999-02-03 | $0.0100 | 0.18% |
| 1999-04-29 | $0.0100 | 0.20% |
| 1999-07-30 | $0.0100 | 0.20% |
| 1999-11-05 | $0.0100 | 0.20% |
| 2000-02-01 | $0.0100 | 0.27% |
| 2000-05-02 | $0.0133 | 0.33% |
| 2000-08-03 | $0.0133 | 0.40% |
| 2000-11-02 | $0.0133 | 0.36% |
| 2001-02-01 | $0.0133 | 0.30% |
| 2001-05-03 | $0.0133 | 0.29% |
| 2001-08-02 | $0.0133 | 0.23% |
| 2001-11-01 | $0.0133 | 0.22% |
| 2002-01-31 | $0.0133 | 0.23% |
| 2002-05-03 | $0.0167 | 0.22% |
| 2002-08-02 | $0.0167 | 0.20% |
| 2002-11-01 | $0.0167 | 0.18% |
| 2003-01-31 | $0.0167 | 0.15% |
| 2003-05-02 | $0.0167 | 0.15% |
| 2003-08-01 | $0.0167 | 0.11% |
| 2003-10-31 | $0.0167 | 0.11% |
| 2004-01-30 | $0.0167 | 0.10% |
| 2004-05-05 | $0.0200 | 0.13% |
| 2004-07-29 | $0.0200 | 0.12% |
| 2004-11-01 | $0.0200 | 0.11% |
| 2005-02-09 | $0.0200 | 0.10% |
| 2005-05-11 | $0.0233 | 0.13% |
| 2005-08-03 | $0.0233 | 0.12% |
| 2005-11-02 | $0.0233 | 0.11% |
| 2006-02-15 | $0.0233 | 0.11% |
| 2006-05-10 | $0.0267 | 0.13% |
| 2006-08-02 | $0.0267 | 0.13% |
| 2006-11-08 | $0.0267 | 0.13% |
| 2007-02-14 | $0.0267 | 0.11% |
| 2007-05-09 | $0.0333 | 0.15% |
| 2007-08-08 | $0.0333 | 0.18% |
| 2007-11-07 | $0.0333 | 0.19% |
| 2008-02-13 | $0.0333 | 0.21% |
| 2008-05-07 | $0.0400 | 0.24% |
| 2008-08-06 | $0.0400 | 0.22% |
| 2008-11-05 | $0.0400 | 0.24% |
| 2009-02-11 | $0.0400 | 0.46% |
| 2009-05-06 | $0.0400 | 0.47% |
| 2009-08-05 | $0.0400 | 0.43% |
| 2009-11-04 | $0.0400 | 0.42% |
| 2010-02-10 | $0.0400 | 0.44% |
| 2010-05-05 | $0.0400 | 0.28% |
| 2010-08-04 | $0.0400 | 0.32% |
| 2010-11-03 | $0.0400 | 0.30% |
| 2011-02-09 | $0.0400 | 0.27% |
| 2011-05-11 | $0.0400 | 0.28% |
| 2011-08-10 | $0.0400 | 0.32% |
| 2011-11-02 | $0.0400 | 0.32% |
| 2012-02-08 | $0.0400 | 0.28% |
| 2012-05-09 | $0.0400 | 0.30% |
| 2012-08-08 | $0.0400 | 0.29% |
| 2012-11-07 | $0.0400 | 0.27% |
| 2013-02-06 | $0.0400 | 0.26% |
| 2013-05-08 | $0.0400 | 0.24% |
| 2013-08-07 | $0.0400 | 0.20% |
| 2013-11-06 | $0.0400 | 0.17% |
| 2014-02-12 | $0.0400 | 0.17% |
| 2014-05-07 | $0.0400 | 0.18% |
| 2014-08-06 | $0.0400 | 0.17% |
| 2014-11-05 | $0.0500 | 0.19% |
| 2015-02-11 | $0.0500 | 0.19% |
| 2015-05-13 | $0.0500 | 0.20% |
| 2015-08-05 | $0.0500 | 0.18% |
| 2015-11-10 | $0.0600 | 0.18% |
| 2016-02-10 | $0.0600 | 0.22% |
| 2016-05-11 | $0.0600 | 0.18% |
| 2016-08-17 | $0.0600 | 0.16% |
| 2016-11-08 | $0.0700 | 0.20% |
| 2017-02-08 | $0.0700 | 0.16% |
| 2017-05-10 | $0.0700 | 0.15% |
| 2017-08-09 | $0.0700 | 0.16% |
| 2017-11-06 | $0.0900 | 0.18% |
| 2018-02-07 | $0.0900 | 0.19% |
| 2018-05-10 | $0.1100 | 0.21% |
| 2018-08-09 | $0.1100 | 0.22% |
| 2018-11-05 | $0.1100 | 0.26% |
| 2019-02-07 | $0.1100 | 0.26% |
| 2019-05-08 | $0.1200 | 0.27% |
| 2019-08-07 | $0.1200 | 0.30% |
| 2019-11-06 | $0.1200 | 0.27% |
| 2020-02-05 | $0.1200 | 0.29% |
| 2020-05-07 | $0.1200 | 0.46% |
| 2020-08-05 | $0.1200 | 0.43% |
| 2020-11-04 | $0.1200 | 0.35% |
| 2021-02-10 | $0.1200 | 0.26% |
| 2021-05-06 | $0.1300 | 0.25% |
| 2021-08-04 | $0.1300 | 0.30% |
| 2021-11-03 | $0.1300 | 0.24% |
| 2022-02-03 | $0.1300 | 0.25% |
| 2022-05-05 | $0.1300 | 0.31% |
| 2022-08-04 | $0.1500 | 0.32% |
| 2022-11-03 | $0.1500 | 0.32% |
| 2023-02-09 | $0.1500 | 0.30% |
| 2023-05-04 | $0.1500 | 0.45% |
| 2023-08-03 | $0.1500 | 0.35% |
| 2023-11-02 | $0.1500 | 0.42% |
| 2024-02-08 | $0.1500 | 0.36% |
| 2024-05-09 | $0.1500 | 0.32% |
| 2024-08-09 | $0.1500 | 0.30% |
| 2024-11-08 | $0.1500 | 0.27% |
| 2025-02-07 | $0.1500 | 0.25% |
| 2025-05-09 | $0.1700 | 0.32% |
| 2025-08-08 | $0.1700 | 0.32% |
| 2025-11-07 | $0.1700 | 0.32% |
| 2026-02-13 | $0.1700 | 0.26% |
| Total | 120 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-06 | $26.76 | $5.35 | $0.04 | 0.4071 |
| 2021-08-04 | $26.81 | $5.36 | $0.04 | 0.5002 |
| 2021-11-03 | $26.88 | $5.38 | $0.04 | 0.3949 |
| 2022-02-03 | $26.93 | $5.39 | $0.04 | 0.4120 |
| 2022-05-05 | $26.98 | $5.40 | $0.04 | 0.5372 |
| 2022-08-04 | $31.21 | $6.24 | $0.05 | 0.5248 |
| 2022-11-03 | $31.29 | $6.26 | $0.05 | 0.5404 |
| 2023-02-09 | $31.37 | $6.27 | $0.05 | 0.5010 |
| 2023-05-04 | $31.45 | $6.29 | $0.05 | 0.8014 |
| 2023-08-03 | $31.57 | $6.31 | $0.05 | 0.5952 |
| 2023-11-02 | $31.66 | $6.33 | $0.05 | 0.6808 |
| 2024-02-08 | $31.76 | $6.35 | $0.05 | 0.6081 |
| 2024-05-09 | $31.85 | $6.37 | $0.05 | 0.5469 |
| 2024-08-09 | $31.93 | $6.39 | $0.05 | 0.5100 |
| 2024-11-08 | $32.01 | $6.40 | $0.05 | 0.4567 |
| 2025-02-07 | $32.08 | $6.42 | $0.05 | 0.4482 |
| 2025-05-09 | $36.43 | $7.29 | $0.06 | 0.5452 |
| 2025-08-08 | $36.53 | $7.30 | $0.06 | 0.5454 |
| 2025-11-07 | $36.62 | $7.32 | $0.06 | 0.5377 |
| 2026-02-13 | $36.71 | $7.34 | $0.06 | 0.4388 |
| Total | $628.85 | $125.77 | $1.01 | 10.5321 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.