Bankwell Financial Group, Inc. (BWFG) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
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Investment Performance

Final Value
$21,290
Total Return
112.90%
CAGR
16.32%
Dividends
$1,498.88
Yield on Cost
14.99%

Rolling Returns

1-Month (21 Trading Days)
Average+1.39%
Median+1.36%
Best+26.20%
Worst-18.61%
% of Windows Positive57.5%
1-Year (252 Trading Days)
Average+13.91%
Median+8.16%
Best+93.88%
Worst-38.49%
% of Windows Positive66.0%
3-Year (756 Trading Days)
Average+24.49%
Median+9.12%
Best+134.16%
Worst-13.07%
% of Windows Positive69.3%

Risk Metrics

Maximum Drawdown -39.03%
Average Drawdown -12.95%
Drawdown Duration 625 Trading Days
Sortino Ratio 1.02
Calmar Ratio 0.42
CVaR (5%) -3.78%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +15.25% (+64.63% ann.) +$1525.22 $43.65 $8.73 $0.07
2025 +49.66% +$4966.31 $258.66 $51.74 $0.41
2024 +5.72% +$572.43 $267.58 $53.52 $0.43
2023 +5.08% +$507.73 $274.27 $54.86 $0.44
2022 -8.63% $863.44 $245.33 $49.06 $0.40
2021 +71.11% +$7111.18 $329.93 $65.99 $0.52
2020 -30.47% $3047.26 $195.86 $39.17 $0.32
2019 +1.95% +$194.80 $182.11 $36.42 $0.30
2018 -15.36% $1535.65 $140.41 $28.08 $0.23
2017 +6.37% +$637.03 $86.37 $17.27 $0.15
2016 +65.01% +$6500.58 $111.19 $22.24 $0.19
2015 -5.28% $528.38 $23.81 $4.76 $0.04
2014 +0.48% +$47.84 $0.00 $0.00 $0.00
2013 +54.81% +$5481.48 $0.00 $0.00 $0.00
2012 +3.85% +$384.62 $0.00 $0.00 $0.00
2011 -13.33% $1333.33 $0.00 $0.00 $0.00
2010 partial -11.76% (-15.58% ann.) $1176.47 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial April 5, 2010 – July 25, 2012 -23.53% -10.99% $2352.94 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +133.52% +11.86% +$13351.72 $1330.13 $266.01 $2.20
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -49.50% -99.96% $4950.02 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -3.53% -5.62% $353.11 $170.28 $34.05 $0.27
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +89.79% +83.65% +$8979.01 $470.05 $94.01 $0.74
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -0.16% -0.17% $16.24 $261.07 $52.21 $0.42
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +1.34% +0.72% +$134.50 $460.84 $92.18 $0.74
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +78.84% +44.85% +$7883.96 $402.14 $80.44 $0.64

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2015-12-09 $0.0500 0.26%
2016-02-10 $0.0500 0.26%
2016-05-12 $0.0500 0.23%
2016-08-12 $0.0500 0.23%
2016-11-16 $0.0700 0.26%
2017-02-15 $0.0700 0.22%
2017-05-12 $0.0700 0.19%
2017-08-11 $0.0700 0.21%
2017-11-16 $0.0700 0.21%
2018-02-23 $0.1200 0.37%
2018-05-14 $0.1200 0.39%
2018-08-16 $0.1200 0.38%
2018-11-15 $0.1200 0.40%
2019-02-14 $0.1300 0.43%
2019-05-13 $0.1300 0.45%
2019-08-15 $0.1300 0.52%
2019-11-14 $0.1300 0.45%
2020-02-13 $0.1400 0.49%
2020-05-15 $0.1400 1.03%
2020-08-13 $0.1400 0.87%
2020-11-12 $0.1400 0.82%
2021-02-11 $0.1400 0.67%
2021-05-13 $0.1400 0.51%
2021-08-13 $0.1800 0.58%
2021-11-10 $0.1800 0.58%
2022-02-11 $0.2000 0.58%
2022-05-12 $0.2000 0.58%
2022-08-12 $0.2000 0.60%
2022-11-09 $0.2000 0.65%
2023-02-10 $0.2000 0.64%
2023-05-11 $0.2000 0.92%
2023-08-11 $0.2000 0.72%
2023-11-09 $0.2000 0.80%
2024-02-12 $0.2000 0.77%
2024-05-09 $0.2000 0.84%
2024-08-12 $0.2000 0.77%
2024-11-08 $0.2000 0.65%
2025-02-11 $0.2000 0.63%
2025-05-09 $0.2000 0.58%
2025-08-11 $0.2000 0.50%
2025-11-10 $0.2000 0.46%
2026-02-10 $0.2000 0.40%
Total 42 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-13 $51.17 $10.23 $0.08 1.4315
2021-08-13 $66.05 $13.21 $0.10 1.6983
2021-11-10 $66.35 $13.27 $0.10 1.6565
2022-02-11 $74.06 $14.81 $0.12 1.7375
2022-05-12 $74.41 $14.88 $0.12 1.7304
2022-08-12 $74.75 $14.95 $0.12 1.7757
2022-11-09 $75.10 $15.02 $0.12 1.9843
2023-02-10 $75.50 $15.10 $0.12 1.9464
2023-05-11 $75.89 $15.18 $0.12 2.7705
2023-08-11 $76.45 $15.29 $0.12 2.1806
2023-11-09 $76.88 $15.38 $0.12 2.4119
2024-02-12 $77.36 $15.48 $0.12 2.3335
2024-05-09 $77.83 $15.57 $0.13 2.5892
2024-08-12 $78.35 $15.67 $0.13 2.4387
2024-11-08 $78.84 $15.77 $0.13 2.0463
2025-02-11 $79.24 $15.85 $0.13 2.0105
2025-05-09 $79.65 $15.93 $0.13 1.8610
2025-08-11 $80.02 $16.01 $0.13 1.6060
2025-11-10 $80.34 $16.07 $0.13 1.4411
2026-02-10 $80.63 $16.13 $0.13 1.2908
Total $1498.88 $299.79 $2.39 38.9407

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

DTM

CAGR 31.60% Total 272.10% Final $37,210
2021-07-01 — 2026-04-14
NGVC

CAGR 4.94% Total 93.89% Final $19,389
2012-07-25 — 2026-04-14
VUZI

CAGR -7.52% Total -71.44% Final $2,856
2010-04-05 — 2026-04-14