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FNWD vs SPY

Comparison between Finward Bancorp (FNWD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FNWD, delivering a return of +13.4% compared to -3.1%

FNWD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FNWD
$148M
Winner
SPY
$784B
Expense Ratio
FNWD
N/A
SPY
0.09%
Max Drawdown
FNWD
70.13%
Winner
SPY
56.47%
Sharpe Ratio
FNWD
0.57
Winner
SPY
1.50
5Y Beta
Winner
FNWD
0.28
SPY
1.00
Industry
FNWD
Banks - Regional
SPY
N/A
P/E Ratio
Winner
FNWD
14.97
SPY
28.29
Forward P/E
Winner
FNWD
12.45
SPY
21.76
PEG Ratio
FNWD
1.72
SPY
N/A
Dividend Yield
FNWD
1.41%
SPY
N/A
5Y Dividends CAGR
FNWD
-17.29%
Winner
SPY
5.43%
5Y EPS CAGR
FNWD
-13.09%
Winner
SPY
25.98%
Debt to Equity
Winner
FNWD
0.00%
SPY
30.79%
Free Cash Flow Yield
FNWD
11.18%
SPY
N/A
P/S Ratio
Winner
FNWD
2.17
SPY
3.79
P/B Ratio
Winner
FNWD
0.85
SPY
5.67

FNWD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FNWD
+7.73%
SPY
+0.48%
3M
FNWD
-8.46%
Winner
SPY
+11.67%
6M
FNWD
-12.16%
Winner
SPY
+9.42%
1Y
FNWD
+18.68%
Winner
SPY
+24.27%
5Y(CAGR)
FNWD
-3.08%
Winner
SPY
+13.36%
10Y(CAGR)
FNWD
+4.27%
Winner
SPY
+15.42%
Max(CAGR)
FNWD
+5.49%
Winner
SPY
+8.49%

FNWD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFNWDSPY
2026-4.22%+8.88%
2025+25.37%+18.00%
2024+14.07%+25.59%
2023-27.63%+26.72%
2022-18.90%-18.64%
2021+30.66%+30.52%
2020-18.31%+17.28%
2019+9.77%+31.09%
2018+0.19%-5.24%
2017+15.08%+20.78%
2016+30.57%+13.59%
2015+20.60%+1.31%
2014+9.97%+14.56%
2013+35.53%+29.00%
2012+41.67%+14.17%
2011+0.71%+0.85%
2010-8.50%+13.14%
2009-16.15%+22.67%
2008+5.59%-36.25%
2007-20.48%+5.32%
2006+4.47%+13.85%
2005-9.65%+5.32%
2004+22.13%+10.75%
2003+32.50%+24.18%
2002+20.46%-22.42%
2001+11.72%-10.13%
2000-6.98%-8.84%
1999+1.18%+8.61%

FNWD vs SPY Drawdown Comparison

The maximum drawdown for FNWD was -60.69%, occurring on Nov 1, 2023. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FNWD drawdown is -23.92%. The current SPY drawdown is -2.35%.

RankFNWDSPY
#1-60.69%
Dec 7, 2021 - Nov 1, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-59.81%
Nov 23, 2004 - Dec 23, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-36.62%
Jan 7, 2020 - Apr 26, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-13.88%
Aug 18, 2015 - Sep 15, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.64%
Jan 27, 2000 - Oct 30, 2001		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.59%
Jun 25, 2003 - Nov 21, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.27%
Aug 15, 2018 - Jul 24, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.26%
Feb 14, 2014 - Jan 9, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.25%
Jun 3, 2021 - Nov 3, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.25%
Nov 24, 2003 - Mar 24, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.00%
Jul 23, 2004 - Sep 2, 2004		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.88%
Nov 1, 1999 - Dec 31, 1999		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.07%
Nov 8, 2021 - Dec 3, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.89%
Jan 11, 2018 - Aug 9, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.71%
Jul 19, 2017 - Oct 12, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FNWD and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (1999 - 2026)

FNWD vs SPY dividend yield comparison.

YearFNWDSPY
20260.35%0.24%
20251.36%1.07%
20241.71%1.21%
20233.68%1.40%
20223.43%1.65%
20212.70%1.20%
20203.43%1.52%
20192.68%1.75%
20182.77%2.04%
20172.58%1.80%
20162.86%2.03%
20153.44%2.06%
20143.66%1.87%
20133.40%1.81%
20123.77%2.18%
20114.17%2.05%
20104.83%1.80%
20097.01%1.95%
20086.00%3.02%
20076.00%1.85%
20064.42%1.73%
20054.16%1.73%
20043.40%1.82%
20033.87%1.47%
20024.59%1.70%
20014.89%1.25%
20000.00%1.15%
19990.00%0.24%

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