Bankwell Financial Group, Inc. (BWFG)

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Bankwell Financial Group, Inc. (BWFG) is up 13.1% since the beginning of the year. At $51 per share, BWFG is trading 4.6% below its 52-week high of $54. Investors who bought $1,000 worth of BWFG shares 5 years ago would now be looking at an investment worth $2,014.

Bankwell Financial Group, Inc. (BWFG) has returned 13.07% so far this year and 48.91% over the past 12 months. Over the last ten years, BWFG has returned 11.74% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Apr 5, 2010, BWFG's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.

Historically, 52% of months were positive and 48% were negative. The best month was Mar 2013 with a return of +37.5%, while the worst month was Mar 2020 at -46.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BWFG closed higher 39% of trading days. The best single day was Mar 7, 2013 with a return of +22.2%, while the worst single day was May 28, 2010 at -31.8%.

Bankwell Financial Group, Inc. has an annualized alpha of 6.48%, beta of 0.53, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since April 06, 2010.

• This stock participated in 69.64% of S&P 500 Index downside but only 63.87% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.53 may look defensive, but with R2 of 0.09 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.09 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BWFG ranks 85 for risk / return — in the top 85% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Bankwell Financial Group, Inc. (BWFG) and compare them to S&P 500 Index.

Bankwell Financial Group, Inc. provided a 1.56% dividend yield over the last twelve months, with an annual payout of $0.80 per share.

The table displays the monthly dividend distributions for Bankwell Financial Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Bankwell Financial Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bankwell Financial Group, Inc. was 64.64%, occurring on Apr 3, 2020. Recovery took 467 trading sessions.

The current Bankwell Financial Group, Inc. drawdown is 3.38%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Bankwell Financial Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Bankwell Financial Group, Inc. is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.