BWEN vs. ORC
BWEN (Broadwind, Inc.) and ORC (Orchid Island Capital, Inc.) are both stocks. BWEN operates in Specialty Industrial Machinery (Industrials), while ORC operates in REIT - Mortgage (Real Estate). Over the past 10 years, BWEN returned -0.82%/yr vs -3.38%/yr for ORC. At a 0.17 correlation, their price movements are largely independent.
Performance
BWEN vs. ORC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BWEN achieves a 43.46% return, which is significantly higher than ORC's -1.01% return. Over the past 10 years, BWEN has outperformed ORC with an annualized return of -0.82%, while ORC has yielded a comparatively lower -3.38% annualized return.
BWEN
- 1D
- 1.00%
- 1M
- 59.84%
- YTD
- 43.46%
- 6M
- 28.48%
- 1Y
- 130.68%
- 3Y*
- 0.50%
- 5Y*
- -2.76%
- 10Y*
- -0.82%
ORC
- 1D
- -2.08%
- 1M
- -3.37%
- YTD
- -1.01%
- 6M
- -1.27%
- 1Y
- 16.26%
- 3Y*
- 3.95%
- 5Y*
- -9.15%
- 10Y*
- -3.38%
BWEN vs. ORC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWEN Broadwind, Inc. | 43.46% | 50.53% | -32.13% | 54.75% | -4.79% | -76.29% | 377.71% | 27.69% | -52.21% | -32.76% |
ORC Orchid Island Capital, Inc. | -1.01% | 12.66% | 9.87% | -3.10% | -41.63% | 0.07% | 4.75% | 6.68% | -20.38% | 1.07% |
Correlation
The correlation between BWEN and ORC is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2013 | 0.17 |
The correlation between BWEN and ORC shifts across timeframes, from 0.08 (1 year) to 0.22 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
BWEN:
$94.75M
ORC:
$1.25B
BWEN:
$0.22
ORC:
$0.85
BWEN:
18.37
ORC:
7.73
BWEN:
0.07
ORC:
0.03
BWEN:
0.61
ORC:
5.52
BWEN:
1.43
ORC:
0.90
BWEN:
$155.27M
ORC:
$181.13M
BWEN:
$16.34M
ORC:
$87.42M
BWEN:
$13.47M
ORC:
$197.11M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BWEN vs. ORC — Risk / Return Rank
BWEN
ORC
BWEN vs. ORC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadwind, Inc. (BWEN) and Orchid Island Capital, Inc. (ORC). 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.
| BWEN | ORC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.15 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.59 | 1.03 | +1.56 |
| Martin ratioReturn relative to average drawdown | 4.98 | 2.47 | +2.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| BWEN | ORC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.78 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.31 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | -0.09 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | -0.04 | -0.02 |
Drawdowns
BWEN vs. ORC - Drawdown Comparison
The maximum BWEN drawdown since its inception was -99.58%, which is greater than ORC's maximum drawdown of -75.77%. Use the drawdown chart below to compare losses from any high point for BWEN and ORC.
Loading charts...
Drawdown Indicators
| BWEN | ORC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.58% | -75.77% | -23.81% |
Max Drawdown (1Y)Largest decline over 1 year | -50.75% | -15.79% | -34.96% |
Max Drawdown (3Y)Largest decline over 3 years | -69.28% | -43.06% | -26.22% |
Max Drawdown (5Y)Largest decline over 5 years | -76.18% | -67.00% | -9.18% |
Max Drawdown (10Y)Largest decline over 10 years | -87.79% | -75.77% | -12.02% |
Current DrawdownCurrent decline from peak | -98.58% | -46.63% | -51.95% |
Average DrawdownAverage peak-to-trough decline | -81.16% | -28.80% | -52.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.36% | 6.61% | +19.75% |
Volatility
BWEN vs. ORC - Volatility Comparison
Broadwind, Inc. (BWEN) has a higher volatility of 92.63% compared to Orchid Island Capital, Inc. (ORC) at 4.14%. This indicates that BWEN's price experiences larger fluctuations and is considered to be riskier than ORC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BWEN | ORC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 92.63% | 4.14% | +88.49% |
Volatility (6M)Calculated over the trailing 6-month period | 109.13% | 17.26% | +91.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 150.42% | 21.02% | +129.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 105.68% | 29.80% | +75.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 92.26% | 37.68% | +54.58% |
Dividends
BWEN vs. ORC - Dividend Comparison
BWEN has not paid dividends to shareholders, while ORC's dividend yield for the trailing twelve months is around 21.21%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWEN Broadwind, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ORC Orchid Island Capital, Inc. | 21.21% | 20.00% | 18.51% | 21.35% | 29.67% | 17.33% | 15.13% | 16.41% | 16.74% | 18.10% | 15.51% | 19.34% |
Financials
BWEN vs. ORC - Financials Comparison
This section allows you to compare key financial metrics between Broadwind, Inc. and Orchid Island Capital, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BWEN and ORC have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWEN has higher volatility (92.63%) compared to ORC (4.14%). In terms of maximum drawdown, BWEN dropped -99.58% vs ORC's -75.77%.
BWEN currently has the higher Sharpe Ratio (0.87 vs 0.78), 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.
Find the right allocation for BWEN and ORC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer