Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWFG (Bankwell Financial Group, Inc.) | 17.11% | 54.93% | 34.64% | 15.69% | 11.99% | 10.94% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWFG (Bankwell Financial Group, Inc.) | 04/06/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 54.93 | 34.64 | 15.69 | 11.99 | 10.94 | NA | … | … | 17.11 | 50.33 | 6.40 | 5.76 | -8.20 | 71.97 | -30.03 | 2.33 | -15.09 | 6.55 | 65.33 | -5.24 | 0.48 | 54.81 | 3.85 | -13.33 | -11.76 |
| Sharpe Ratio | NA | 1.92 | 1.01 | 0.47 | 0.32 | NA | NA | … | … | 1.47 | 1.62 | 0.08 | 0.07 | -0.43 | 2.88 | -0.53 | 0.04 | -0.88 | 0.21 | 3.68 | -0.19 | 0.01 | 1.27 | 0.16 | -0.97 | -0.32 |
| Standard Deviation(%) | NA | 25.37 | 30.97 | 28.16 | 30.84 | NA | NA | … | … | 26.12 | 29.52 | 35.47 | 29.28 | 22.26 | 25.01 | 57.34 | 20.87 | 18.81 | 28.16 | 17.68 | 27.37 | 34.28 | 43.04 | 24.15 | 13.76 | 49.30 |
| Draw Down(%) | NA | 12.40 | 24.73 | 38.80 | 64.65 | NA | NA | … | … | 9.03 | 14.62 | 23.43 | 31.11 | 21.46 | 10.67 | 56.30 | 20.09 | 23.32 | 16.58 | 7.32 | 15.10 | 27.00 | 17.39 | 19.35 | 16.00 | 32.05 |
| Yield(%) | 0.00 | 2.29 | 3.40 | 2.72 | 2.91 | 3.01 | 1.87 | … | … | 0.89 | 2.64 | 2.73 | 2.81 | 2.47 | 3.37 | 1.93 | 1.81 | 1.42 | 0.87 | 1.11 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWFG (Bankwell Financial Group, Inc.) |
-25.92%
Sep 2017 – Sep 2020 |
-3.72%
Apr 2018 – Apr 2023 |
0.20%
Sep 2010 – Sep 2020 |
7.22%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWFG (Bankwell Financial Group, Inc.) |
35.15%
May 2023 – May 2026 |
29.03%
Sep 2020 – Sep 2025 |
12.43%
May 2012 – May 2022 |
10.81%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart