BWFG vs NPFD

Comparison between Bankwell Financial Group Inc (BWFG, Company) and Nuveen Variable Rate Preferred & Income Fund (NPFD, Company).

Both BWFG and NPFD are from the Financial Services sector.

5-Year PerformanceBWFG has outperformed NPFD, delivering a return of +18.6% compared to +2.1%

BWFG vs NPFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWFG(COMPANY)	NPFD(COMPANY)
Market Cap	$448M	$448M
Max Drawdown	66.06%	45.11%
Sharpe Ratio	1.98	0.49
5Y Beta	0.93	0.32
Industry	Banks - Regional	Asset Management
P/E Ratio	11.22	5.18
Forward P/E	8.14	N/A
PEG Ratio	0.05	0.17
Dividend Yield	1.45%	10.80%
5Y Dividends CAGR	12.30%	N/A
5Y EPS CAGR	31.06%	N/A
Debt to Equity	0.00%	38.62%
Free Cash Flow Yield	6.82%	13.07%

Market Cap

BWFG

$448M

Winner

NPFD

$448M

Max Drawdown

BWFG

66.06%

Winner

NPFD

45.11%

Sharpe Ratio

Winner

BWFG

1.98

NPFD

0.49

5Y Beta

BWFG

0.93

Winner

NPFD

0.32

Industry

BWFG

Banks - Regional

NPFD

Asset Management

P/E Ratio

BWFG

11.22

Winner

NPFD

5.18

Forward P/E

BWFG

8.14

NPFD

N/A

PEG Ratio

Winner

BWFG

0.05

NPFD

0.17

Dividend Yield

BWFG

1.45%

Winner

NPFD

10.80%

5Y Dividends CAGR

BWFG

12.30%

NPFD

N/A

5Y EPS CAGR

BWFG

31.06%

NPFD

N/A

Debt to Equity

Winner

BWFG

0.00%

NPFD

38.62%

Free Cash Flow Yield

BWFG

6.82%

Winner

NPFD

13.07%

BWFG vs NPFD - Historical Returns

Returns include dividend reinvestment.

Period	BWFG	NPFD
1 month	+9.47%	-0.23%
3 months	+23.29%	-1.42%
6 months	+10.07%	+2.16%
1 year	+64.40%	+8.53%
5 years(CAGR)	+18.62%	+2.08%
10 years(CAGR)	+12.94%	N/A
Max(CAGR)	+9.20%	+2.08%

Winner

BWFG

+9.47%

NPFD

-0.23%

Winner

BWFG

+23.29%

NPFD

-1.42%

Winner

BWFG

+10.07%

NPFD

+2.16%

Winner

BWFG

+64.40%

NPFD

+8.53%

5Y(CAGR)

Winner

BWFG

+18.62%

NPFD

+2.08%

10Y(CAGR)

BWFG

+12.94%

NPFD

N/A

Max(CAGR)

Winner

BWFG

+9.20%

NPFD

+2.08%

BWFG vs NPFD - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	BWFG	NPFD
2026	+25.66%	+2.27%
2025	+54.53%	+14.63%
2024	+10.41%	+22.72%
2023	+9.40%	-2.09%
2022	-6.83%	-25.24%
2021	+77.17%	+1.40%
2020	-30.46%	N/A
2019	+2.26%	N/A
2018	-13.51%	N/A
2017	+8.05%	N/A
2016	+65.75%	N/A
2015	-4.46%	N/A
2014	+0.10%	N/A
2013	+54.81%	N/A
2012	+3.85%	N/A
2011	-13.33%	N/A
2010	-11.76%	N/A

BWFG vs NPFD Drawdown Comparison

The maximum drawdown for BWFG was -64.65%, occurring on Apr 3, 2020. Recovery took 1084 trading sessions.

The maximum drawdown for NPFD was -39.16%, occurring on May 12, 2023. Recovery took 905 trading sessions.

The current NPFD drawdown is -3.08%.

Rank	BWFG	NPFD
#1	-64.65% Oct 19, 2017 - Feb 9, 2022	-39.16% Jan 13, 2022 - Aug 25, 2025
#2	-43.18% May 19, 2010 - May 15, 2013	-9.89% Feb 19, 2026 - Mar 30, 2026
#3	-38.80% Jun 1, 2022 - Nov 25, 2024	-3.39% Oct 20, 2025 - Feb 2, 2026
#4	-30.17% May 15, 2013 - Jul 6, 2016	-2.00% Sep 24, 2025 - Oct 15, 2025
#5	-19.26% Nov 25, 2024 - May 2, 2025	-0.76% Feb 11, 2026 - Feb 17, 2026
#6	-16.58% May 12, 2017 - Sep 28, 2017	-0.63% Dec 31, 2021 - Jan 6, 2022
#7	-14.32% Dec 27, 2016 - Mar 17, 2017	-0.51% Sep 2, 2025 - Sep 15, 2025
#8	-12.40% Dec 18, 2025 - Apr 8, 2026	-0.46% Feb 5, 2026 - Feb 11, 2026
#9	-12.35% Mar 17, 2017 - Apr 20, 2017	-0.40% Oct 15, 2025 - Oct 20, 2025
#10	-11.55% Sep 24, 2025 - Nov 26, 2025	-0.39% Jan 6, 2022 - Jan 10, 2022
#11	-7.97% May 4, 2022 - Jun 1, 2022	-0.28% Dec 23, 2021 - Dec 30, 2021
#12	-7.45% Apr 9, 2026 - Jun 4, 2026	-0.20% Aug 26, 2025 - Aug 29, 2025
#13	-6.33% May 15, 2025 - Jun 12, 2025	-0.15% Sep 18, 2025 - Sep 22, 2025
#14	-5.87% Feb 16, 2022 - May 2, 2022	-0.04% Dec 17, 2021 - Dec 21, 2021
#15	-5.02% Jul 6, 2016 - Sep 6, 2016	-0.04% Dec 21, 2021 - Dec 23, 2021

Correlation

Correlation between BWFG and NPFD is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2015 - 2026)

BWFG vs NPFD dividend yield comparison.

Year	BWFG	NPFD
2026	0.71%	5.06%
2025	1.75%	10.50%
2024	3.21%	9.57%
2023	2.65%	6.61%
2022	2.72%	8.33%
2021	1.95%	0.00%
2020	2.86%	0.00%
2019	1.80%	0.00%
2018	1.67%	0.00%
2017	0.82%	0.00%
2016	0.68%	0.00%
2015	0.25%	0.00%