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BW vs. BWET
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BW vs. BWET - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Babcock & Wilcox Enterprises, Inc. (BW) and Breakwave Tanker Shipping ETF (BWET). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BW achieves a 178.86% return, which is significantly lower than BWET's 875.88% return.


BW

1D
-2.00%
1M
17.24%
YTD
178.86%
6M
174.96%
1Y
2,004.76%
3Y*
46.96%
5Y*
14.74%
10Y*
-22.27%

BWET

1D
4.26%
1M
9.15%
YTD
875.88%
6M
735.56%
1Y
1,800.91%
3Y*
129.64%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BW vs. BWET - Yearly Performance Comparison


2026 (YTD)202520242023
BW
Babcock & Wilcox Enterprises, Inc.
178.86%286.59%12.33%-75.83%
BWET
Breakwave Tanker Shipping ETF
875.88%96.22%-39.21%15.94%

Correlation

The correlation between BW and BWET is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.00

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (All Time)
Calculated using the full available price history since May 4, 2023

0.03

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Return for Risk

BW vs. BWET — Risk / Return Rank

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

BW
BW Risk / Return Rank: 9999
Overall Rank
BW Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
BW Sortino Ratio Rank: 9999
Sortino Ratio Rank
BW Omega Ratio Rank: 9797
Omega Ratio Rank
BW Calmar Ratio Rank: 100100
Calmar Ratio Rank
BW Martin Ratio Rank: 100100
Martin Ratio Rank

BWET
BWET Risk / Return Rank: 9999
Overall Rank
BWET Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
BWET Sortino Ratio Rank: 9797
Sortino Ratio Rank
BWET Omega Ratio Rank: 9797
Omega Ratio Rank
BWET Calmar Ratio Rank: 100100
Calmar Ratio Rank
BWET Martin Ratio Rank: 9999
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.

BW vs. BWET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Babcock & Wilcox Enterprises, Inc. (BW) and Breakwave Tanker Shipping ETF (BWET). 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.


BWBWETDifference
Sharpe ratioReturn per unit of total volatility

-4.39

Sortino ratioReturn per unit of downside risk

-0.48

Omega ratioGain probability vs. loss probability

1.72

1.96

-0.24

Calmar ratioReturn relative to maximum drawdown

58.85

59.51

-0.66

Martin ratioReturn relative to average drawdown

135.77

158.07

-22.30

BW vs. BWET - Sharpe Ratio Comparison

The current BW Sharpe Ratio is 14.19, which is comparable to the BWET Sharpe Ratio of 18.57. The chart below compares the historical Sharpe Ratios of BW and BWET, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BWBWETDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

14.19

18.57

-4.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.19

1.90

-2.09

Drawdowns

BW vs. BWET - Drawdown Comparison

The maximum BW drawdown since its inception was -99.89%, which is greater than BWET's maximum drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for BW and BWET.


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Drawdown Indicators


BWBWETDifference

Max Drawdown

Largest peak-to-trough decline

-99.89%

-56.90%

-42.99%

Max Drawdown (1Y)

Largest decline over 1 year

-34.50%

-30.64%

-3.86%

Max Drawdown (3Y)

Largest decline over 3 years

-96.03%

-56.90%

-39.13%

Max Drawdown (5Y)

Largest decline over 5 years

-97.39%

Max Drawdown (10Y)

Largest decline over 10 years

-99.88%

Current Drawdown

Current decline from peak

-92.53%

-11.29%

-81.24%

Average Drawdown

Average peak-to-trough decline

-82.80%

-24.09%

-58.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.93%

11.51%

+3.42%

Volatility

BW vs. BWET - Volatility Comparison

Babcock & Wilcox Enterprises, Inc. (BW) and Breakwave Tanker Shipping ETF (BWET) have volatilities of 34.66% and 33.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BWBWETDifference

Volatility (1M)

Calculated over the trailing 1-month period

34.66%

33.96%

+0.70%

Volatility (6M)

Calculated over the trailing 6-month period

89.70%

88.49%

+1.21%

Volatility (1Y)

Calculated over the trailing 1-year period

143.20%

98.35%

+44.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

110.03%

70.45%

+39.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

108.14%

70.45%

+37.69%

Dividends

BW vs. BWET - Dividend Comparison

Neither BW nor BWET has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


BW and BWET have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BW has higher volatility (34.66%) compared to BWET (33.96%). In terms of maximum drawdown, BW dropped -99.89% vs BWET's -56.90%.

BWET currently has the higher Sharpe Ratio (18.57 vs 14.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BW and BWET

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