WAFDP vs PMTW

Comparison between WaFd Inc (WAFDP, Company) and Pennymac Mortgage Investment Trust (PMTW, Company).

WAFDP vs PMTW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WAFDP(COMPANY)	PMTW(COMPANY)
Market Cap	$2.23B	$2.23B
Max Drawdown	53.38%	3.87%
Sharpe Ratio	0.51	1.51
5Y Beta	0.19	0.04
Industry	Banks - Regional	N/A
P/E Ratio	6.01	15.59
PEG Ratio	N/A	0.99
Dividend Yield	3.26%	6.31%
5Y Dividends CAGR	23.60%	N/A
5Y EPS CAGR	N/A	-25.74%
Debt to Equity	N/A	80.22%

Market Cap

WAFDP

$2.23B

Winner

PMTW

$2.23B

Max Drawdown

WAFDP

53.38%

Winner

PMTW

3.87%

Sharpe Ratio

WAFDP

0.51

Winner

PMTW

1.51

5Y Beta

WAFDP

0.19

Winner

PMTW

0.04

Industry

WAFDP

Banks - Regional

PMTW

N/A

P/E Ratio

Winner

WAFDP

6.01

PMTW

15.59

PEG Ratio

WAFDP

N/A

PMTW

0.99

Dividend Yield

WAFDP

3.26%

Winner

PMTW

6.31%

5Y Dividends CAGR

WAFDP

23.60%

PMTW

N/A

5Y EPS CAGR

WAFDP

N/A

PMTW

-25.74%

Debt to Equity

WAFDP

N/A

PMTW

80.22%

WAFDP vs PMTW - Historical Returns

Returns include dividend reinvestment.

Period	WAFDP	PMTW
1 month	+0.86%	+1.55%
3 months	+0.06%	+1.97%
6 months	+2.44%	+4.20%
1 year	+8.75%	+9.75%
5 years(CAGR)	-2.50%	N/A
Max(CAGR)	-1.11%	+10.89%

WAFDP

+0.86%

Winner

PMTW

+1.55%

WAFDP

+0.06%

Winner

PMTW

+1.97%

WAFDP

+2.44%

Winner

PMTW

+4.20%

WAFDP

+8.75%

Winner

PMTW

+9.75%

5Y(CAGR)

WAFDP

-2.50%

PMTW

N/A

Max(CAGR)

WAFDP

-1.11%

Winner

PMTW

+10.89%

WAFDP vs PMTW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	WAFDP	PMTW
2026	+2.08%	+4.69%
2025	+5.49%	+7.67%
2024	+20.27%	N/A
2023	-7.85%	N/A
2022	-28.12%	N/A
2021	+8.05%	N/A

WAFDP vs PMTW Drawdown Comparison

The maximum drawdown for WAFDP was -46.44%, occurring on Oct 20, 2023. This drawdown has not yet recovered.

The maximum drawdown for PMTW was -1.73%, occurring on Mar 27, 2026. Recovery took 32 trading sessions.

The current WAFDP drawdown is -13.99%.

Rank	WAFDP	PMTW
#1	-46.44% Nov 5, 2021 - Oct 20, 2023	-1.73% Feb 25, 2026 - Apr 13, 2026
#2	-3.68% Feb 9, 2021 - Mar 26, 2021	-0.94% Jun 16, 2026 - Jul 8, 2026
#3	-3.29% Jun 30, 2021 - Oct 13, 2021	-0.79% Dec 30, 2025 - Feb 2, 2026
#4	-1.99% May 7, 2021 - May 21, 2021	-0.75% Apr 27, 2026 - May 1, 2026
#5	-1.50% Oct 15, 2021 - Nov 4, 2021	-0.74% Nov 5, 2025 - Dec 3, 2025
#6	-0.73% Apr 22, 2021 - May 3, 2021	-0.72% Jun 2, 2026 - Jun 16, 2026
#7	-0.71% Feb 3, 2021 - Feb 9, 2021	-0.71% Sep 5, 2025 - Sep 30, 2025
#8	-0.62% Mar 26, 2021 - Apr 12, 2021	-0.66% May 8, 2026 - Jun 2, 2026
#9	-0.61% Jun 2, 2021 - Jun 9, 2021	-0.59% Oct 8, 2025 - Oct 16, 2025
#10	-0.38% May 21, 2021 - Jun 2, 2021	-0.47% Jul 20, 2026 - Aug 3, 2026
#11	-0.37% Jun 28, 2021 - Jun 30, 2021	-0.47% Oct 23, 2025 - Oct 31, 2025
#12	-0.15% Jun 24, 2021 - Jun 28, 2021	-0.47% Aug 25, 2025 - Aug 29, 2025
#13	-0.08% Jun 10, 2021 - Jun 16, 2021	-0.39% May 1, 2026 - May 8, 2026
#14	-0.04% Apr 16, 2021 - Apr 22, 2021	-0.38% Dec 8, 2025 - Dec 15, 2025
#15	-0.04% Jun 18, 2021 - Jun 23, 2021	-0.36% Jun 26, 2025 - Jul 17, 2025