Finward Bancorp (FNWD)

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Finward Bancorp (FNWD) is up 27.2% since the beginning of the year. At $44 per share, FNWD is trading just below its 52-week high of $45. Investors who bought $1,000 worth of FNWD shares 5 years ago would now be looking at an investment worth $1,138.

Finward Bancorp (FNWD) has returned 27.20% so far this year and 63.78% over the past 12 months. Over the last ten years, FNWD has returned 7.28% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.

Based on dividend-adjusted daily data since Mar 17, 1998, FNWD's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, an investment would double in approximately 8.9 years.

Historically, 55% of months were positive and 45% were negative. The best month was Feb 2012 with a return of +25.0%, while the worst month was May 2023 at -26.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 9 months.

On a daily basis, FNWD closed higher 21% of trading days. The best single day was Feb 6, 2012 with a return of +25.0%, while the worst single day was Aug 19, 2015 at -12.5%.

Finward Bancorp has an annualized alpha of 8.77%, beta of 0.04, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since March 17, 1998.

• This stock captured 19.57% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -3.73%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.04 may look defensive, but with R2 of 0.00 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 0.00 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.

FNWD ranks 88 for risk / return — above 88% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.

Finward Bancorp provided a 1.08% dividend yield over the last twelve months, with an annual payout of $0.48 per share.

The table displays the monthly dividend distributions for Finward Bancorp. 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 Finward Bancorp. 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 Finward Bancorp was 60.67%, occurring on Nov 1, 2023. Recovery took 680 trading sessions.

The current Finward Bancorp drawdown is 0.74%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Finward Bancorp 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 Finward Bancorp 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.