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WAFD vs. BAC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

WAFD vs. BAC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Washington Federal, Inc. (WAFD) and Bank of America Corporation (BAC). The values are adjusted to include any dividend payments, if applicable.

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WAFD vs. BAC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WAFD
Washington Federal, Inc.
-1.15%2.99%1.09%1.74%3.39%33.50%-27.26%40.64%-20.30%2.26%
BAC
Bank of America Corporation
-10.86%28.04%33.85%4.83%-23.82%49.61%-11.63%46.19%-15.00%35.69%

Fundamentals

Market Cap

WAFD:

$2.42B

BAC:

$367.91B

EPS

WAFD:

$3.10

BAC:

$4.03

PE Ratio

WAFD:

10.14

BAC:

12.11

PEG Ratio

WAFD:

1.66

BAC:

0.59

PS Ratio

WAFD:

2.36

BAC:

1.97

PB Ratio

WAFD:

0.89

BAC:

1.33

Total Revenue (TTM)

WAFD:

$1.05B

BAC:

$188.75B

Gross Profit (TTM)

WAFD:

$546.40M

BAC:

$104.61B

EBITDA (TTM)

WAFD:

$277.06M

BAC:

$36.61B

Returns By Period

In the year-to-date period, WAFD achieves a -1.15% return, which is significantly higher than BAC's -10.86% return. Over the past 10 years, WAFD has underperformed BAC with an annualized return of 6.30%, while BAC has yielded a comparatively higher 16.19% annualized return.


WAFD

1D
1.06%
1M
0.77%
YTD
-1.15%
6M
5.43%
1Y
13.80%
3Y*
5.01%
5Y*
3.62%
10Y*
6.30%

BAC

1D
3.22%
1M
-1.61%
YTD
-10.86%
6M
-4.48%
1Y
19.45%
3Y*
22.60%
5Y*
6.87%
10Y*
16.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

WAFD vs. BAC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WAFD
WAFD Risk / Return Rank: 5959
Overall Rank
WAFD Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
WAFD Sortino Ratio Rank: 5252
Sortino Ratio Rank
WAFD Omega Ratio Rank: 5353
Omega Ratio Rank
WAFD Calmar Ratio Rank: 6363
Calmar Ratio Rank
WAFD Martin Ratio Rank: 6868
Martin Ratio Rank

BAC
BAC Risk / Return Rank: 6565
Overall Rank
BAC Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
BAC Sortino Ratio Rank: 5858
Sortino Ratio Rank
BAC Omega Ratio Rank: 6161
Omega Ratio Rank
BAC Calmar Ratio Rank: 6767
Calmar Ratio Rank
BAC Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WAFD vs. BAC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Washington Federal, Inc. (WAFD) and Bank of America Corporation (BAC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


WAFDBACDifference

Sharpe ratio

Return per unit of total volatility

0.49

0.73

-0.24

Sortino ratio

Return per unit of downside risk

0.86

1.06

-0.19

Omega ratio

Gain probability vs. loss probability

1.12

1.16

-0.04

Calmar ratio

Return relative to maximum drawdown

1.00

1.16

-0.16

Martin ratio

Return relative to average drawdown

3.05

3.17

-0.12

WAFD vs. BAC - Sharpe Ratio Comparison

The current WAFD Sharpe Ratio is 0.49, which is lower than the BAC Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of WAFD and BAC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WAFDBACDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.49

0.73

-0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

0.26

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.20

0.53

-0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.20

0.00

Correlation

The correlation between WAFD and BAC is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

WAFD vs. BAC - Dividend Comparison

WAFD's dividend yield for the trailing twelve months is around 3.44%, more than BAC's 2.26% yield.


TTM20252024202320222021202020192018201720162015
WAFD
Washington Federal, Inc.
3.44%3.37%3.23%3.03%2.86%2.76%3.42%2.24%2.62%2.48%1.63%2.18%
BAC
Bank of America Corporation
2.26%1.96%2.28%2.73%2.60%1.75%2.38%1.87%2.19%1.32%1.13%1.19%

Drawdowns

WAFD vs. BAC - Drawdown Comparison

The maximum WAFD drawdown since its inception was -61.56%, smaller than the maximum BAC drawdown of -93.10%. Use the drawdown chart below to compare losses from any high point for WAFD and BAC.


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Drawdown Indicators


WAFDBACDifference

Max Drawdown

Largest peak-to-trough decline

-61.56%

-93.10%

+31.54%

Max Drawdown (1Y)

Largest decline over 1 year

-14.85%

-17.93%

+3.08%

Max Drawdown (5Y)

Largest decline over 5 years

-36.01%

-46.64%

+10.63%

Max Drawdown (10Y)

Largest decline over 10 years

-45.53%

-48.95%

+3.42%

Current Drawdown

Current decline from peak

-13.14%

-14.37%

+1.23%

Average Drawdown

Average peak-to-trough decline

-16.02%

-28.40%

+12.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.89%

6.57%

-1.68%

Volatility

WAFD vs. BAC - Volatility Comparison

The current volatility for Washington Federal, Inc. (WAFD) is 4.20%, while Bank of America Corporation (BAC) has a volatility of 6.67%. This indicates that WAFD experiences smaller price fluctuations and is considered to be less risky than BAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WAFDBACDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.20%

6.67%

-2.47%

Volatility (6M)

Calculated over the trailing 6-month period

17.49%

16.72%

+0.77%

Volatility (1Y)

Calculated over the trailing 1-year period

28.39%

26.82%

+1.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.15%

26.84%

+3.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.06%

30.80%

+0.26%

Financials

WAFD vs. BAC - Financials Comparison

This section allows you to compare key financial metrics between Washington Federal, Inc. and Bank of America Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
-3.04M
46.88B
(WAFD) Total Revenue
(BAC) Total Revenue
Values in USD except per share items