WSFS Financial is a savings and loan holding company. Through its subsidiaries, Co. provides residential and commercial mortgage, commercial and consumer lending services, as well as retail deposit and cash management services. Co.'s main banking business is commercial lending. Co. has three segments: Wilmington Savings Fund Society, FSB, which is primarily engaged in commercial relationships and retail and customer-generated deposits; Cash Connect®, which is a provider of ATM vault cash, smart safe and other cash logistics services; and Wealth Management, which provides a range of planning and advisory services, investment management, trust services, and credit and deposit products. The WSFS YTD return is shown above.
The YTD Return on the WSFS YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether WSFS YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the WSFS YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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