Finward Bancorp (FNWD) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
%
Loading chart…

Investment Performance

Final Value
$7,746
Total Return
-22.54%
CAGR
-4.98%
Dividends
$948.52
Yield on Cost
9.49%

Rolling Returns

1-Month (21 Trading Days)
Average-0.06%
Median-0.60%
Best+22.89%
Worst-29.29%
% of Windows Positive44.5%
1-Year (252 Trading Days)
Average-1.30%
Median-1.59%
Best+73.27%
Worst-45.07%
% of Windows Positive49.1%
3-Year (756 Trading Days)
Average-12.85%
Median-18.81%
Best+50.98%
Worst-42.55%
% of Windows Positive31.9%

Risk Metrics

Maximum Drawdown -61.28%
Average Drawdown -30.73%
Drawdown Duration 1124 Trading Days (Unrecovered)
Sortino Ratio -0.07
Calmar Ratio -0.08
CVaR (5%) -4.11%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -8.27% (-18.50% ann.) $826.57 $34.10 $6.82 $0.05
2025 +26.72% +$2671.88 $171.61 $34.32 $0.27
2024 +13.02% +$1301.53 $191.29 $38.26 $0.31
2023 -28.17% $2817.00 $259.22 $51.84 $0.42
2022 -19.04% $1903.93 $272.72 $54.54 $0.44
2021 +29.94% +$2994.06 $346.45 $69.29 $0.55
2020 -18.93% $1893.26 $273.31 $54.66 $0.44
2019 +9.16% +$915.63 $288.52 $57.70 $0.46
2018 -1.25% $124.84 $269.60 $53.92 $0.43
2017 +17.10% +$1709.85 $298.55 $59.71 $0.47
2016 +29.67% +$2966.61 $364.42 $72.88 $0.58
2015 +19.70% +$1970.50 $404.64 $80.93 $0.65
2014 +9.15% +$915.01 $392.25 $78.45 $0.63
2013 +34.59% +$3458.63 $449.72 $89.94 $0.72
2012 +36.69% +$3669.48 $505.70 $101.14 $0.82
2011 -0.12% $12.27 $407.65 $81.53 $0.65
2010 -11.48% $1147.93 $297.89 $59.58 $0.47
2009 -24.16% $2415.96 $514.50 $102.90 $0.82
2008 +4.44% +$444.38 $609.60 $121.92 $0.98
2007 -21.16% $2116.13 $460.81 $92.16 $0.73
2006 +3.56% +$355.69 $447.51 $89.50 $0.72
2005 -10.36% $1036.26 $365.86 $73.17 $0.59
2004 +19.49% +$1949.44 $200.79 $40.16 $0.33
2003 +31.38% +$3138.41 $498.34 $99.67 $0.79
2002 +19.31% +$1930.83 $534.90 $106.98 $0.86
2001 +10.60% +$1059.72 $528.01 $105.60 $0.84
2000 -6.09% $608.55 $111.63 $22.32 $0.18
1999 +2.38% +$238.09 $0.00 $0.00 $0.00
1998 partial -0.59% (-0.96% ann.) $59.17 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial May 20, 1998 – March 10, 2000 +2.96% +1.63% +$295.86 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +16.16% +5.99% +$1615.51 $1010.44 $202.08 $1.61
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +48.49% +8.23% +$4849.01 $2722.11 $544.42 $4.36
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -38.22% -28.89% $3822.48 $623.68 $124.74 $1.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +19.66% +5.46% +$1966.32 $1563.97 $312.79 $2.49
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +184.97% +14.84% +$18496.88 $4668.09 $933.62 $7.47
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -27.59% -97.49% $2758.54 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +4.09% +6.66% +$408.63 $292.87 $58.58 $0.47
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +34.58% +32.55% +$3458.37 $356.15 $71.23 $0.57
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -30.32% -31.86% $3032.37 $274.32 $54.86 $0.44
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -7.21% -3.96% $721.35 $514.11 $102.82 $0.83
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +11.30% +6.48% +$1130.01 $246.43 $49.29 $0.39

Dividend History

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

Date Per Share Yield %
2000-12-27 $0.2400 1.20%
2001-03-28 $0.2600 1.27%
2001-06-27 $0.2600 1.30%
2001-09-21 $0.2600 1.26%
2001-12-26 $0.2600 1.22%
2002-03-26 $0.2800 1.30%
2002-06-26 $0.2800 1.22%
2002-09-25 $0.2800 1.19%
2002-12-24 $0.2800 1.15%
2003-03-26 $0.3000 1.19%
2003-06-25 $0.3000 1.01%
2003-09-24 $0.3000 1.04%
2003-12-23 $0.3000 0.98%
2004-03-24 $0.3100 1.02%
2004-12-21 $0.3100 0.87%
2005-03-22 $0.3300 0.96%
2005-06-22 $0.3300 0.96%
2005-09-21 $0.3300 0.99%
2005-12-21 $0.3300 1.05%
2006-03-22 $0.3500 1.11%
2006-06-21 $0.3500 1.13%
2006-09-20 $0.3500 1.07%
2006-12-20 $0.3500 1.10%
2007-03-21 $0.3600 1.16%
2007-06-20 $0.3600 1.21%
2007-09-19 $0.3600 1.30%
2007-12-19 $0.3600 1.44%
2008-03-18 $0.3600 1.33%
2008-06-18 $0.3600 1.32%
2008-09-17 $0.3600 1.32%
2008-12-17 $0.3600 1.50%
2009-03-18 $0.3600 2.18%
2009-06-17 $0.3200 1.60%
2009-09-16 $0.3200 1.79%
2009-12-23 $0.2100 1.20%
2010-06-16 $0.2100 1.17%
2010-09-30 $0.1500 0.92%
2010-12-28 $0.1500 1.03%
2011-03-24 $0.1500 0.98%
2011-06-28 $0.1500 1.07%
2011-09-28 $0.1500 1.04%
2011-12-28 $0.1500 1.04%
2012-03-28 $0.1500 0.80%
2012-06-27 $0.1900 1.00%
2012-09-26 $0.1900 0.99%
2012-12-26 $0.1900 1.00%
2013-03-26 $0.1900 0.76%
2013-06-26 $0.2200 0.92%
2013-09-25 $0.2200 0.93%
2013-12-24 $0.2200 0.87%
2014-03-26 $0.2200 0.81%
2014-06-25 $0.2500 0.94%
2014-09-24 $0.2500 0.97%
2014-12-23 $0.2500 0.95%
2015-03-25 $0.2500 0.91%
2015-06-30 $0.2700 1.01%
2015-09-23 $0.2700 0.91%
2015-12-23 $0.2700 0.87%
2016-03-22 $0.2700 0.89%
2016-06-22 $0.2800 0.95%
2016-09-21 $0.2800 0.88%
2016-12-28 $0.2800 0.70%
2017-03-29 $0.2800 0.71%
2017-06-28 $0.2900 0.71%
2017-09-28 $0.2900 0.70%
2017-12-28 $0.2900 0.66%
2018-03-28 $0.2900 0.66%
2018-06-28 $0.3000 0.70%
2018-09-27 $0.3000 0.67%
2018-12-27 $0.3000 0.70%
2019-03-28 $0.3000 0.72%
2019-06-27 $0.3100 0.71%
2019-09-26 $0.3100 0.70%
2019-12-26 $0.3100 0.68%
2020-03-26 $0.3100 0.99%
2020-06-25 $0.3100 0.94%
2020-09-24 $0.3100 1.00%
2020-12-24 $0.3100 0.84%
2021-03-25 $0.3100 0.74%
2021-06-24 $0.3100 0.68%
2021-09-23 $0.3100 0.76%
2021-12-28 $0.3100 0.63%
2022-03-24 $0.3100 0.65%
2022-06-23 $0.3100 0.82%
2022-09-27 $0.3100 0.87%
2022-12-27 $0.3100 0.85%
2023-03-23 $0.3100 0.98%
2023-06-22 $0.3100 1.41%
2023-09-21 $0.3100 1.39%
2024-01-22 $0.1200 0.50%
2024-04-22 $0.1200 0.49%
2024-07-19 $0.1200 0.46%
2024-10-18 $0.1200 0.38%
2025-01-21 $0.1200 0.44%
2025-04-28 $0.1200 0.39%
2025-08-29 $0.1200 0.38%
2025-12-17 $0.1200 0.31%
2026-03-16 $0.1200 0.32%
Total 98 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-24 $67.39 $13.48 $0.11 1.1973
2021-09-23 $67.76 $13.55 $0.11 1.2805
2021-12-28 $68.16 $13.63 $0.11 1.1119
2022-03-24 $68.51 $13.70 $0.11 1.1534
2022-06-23 $68.86 $13.77 $0.11 1.4981
2022-09-27 $69.32 $13.86 $0.11 1.5667
2022-12-27 $69.81 $13.96 $0.11 1.5491
2023-03-23 $70.29 $14.06 $0.11 1.8104
2023-06-22 $70.85 $14.17 $0.11 2.4942
2023-09-21 $71.63 $14.32 $0.12 2.5450
2024-01-22 $28.03 $5.61 $0.05 0.9404
2024-04-22 $28.15 $5.63 $0.05 0.9116
2024-07-19 $28.25 $5.65 $0.05 0.8633
2024-10-18 $28.36 $5.67 $0.05 0.7339
2025-01-21 $28.45 $5.69 $0.05 0.8421
2025-04-28 $28.55 $5.71 $0.05 0.7371
2025-08-29 $28.63 $5.73 $0.05 0.7144
2025-12-17 $28.72 $5.74 $0.05 0.6074
2026-03-16 $28.79 $5.76 $0.05 0.6059
Total $948.52 $189.71 $1.52 23.1627

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.

ANDG

CAGR 166.24% Total 56.89% Final $15,689
2025-12-17 — 2026-06-03
GLSI

CAGR -14.44% Total -57.46% Final $4,254
2020-12-09 — 2026-06-03
PRIM

CAGR 18.19% Total 1866.81% Final $196,681
2008-08-06 — 2026-06-03