NPFD vs BWFG

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

Both NPFD and BWFG are from the Financial Services sector.

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

NPFD vs BWFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

NPFD

$448M

BWFG

$448M

Max Drawdown

Winner

NPFD

45.11%

BWFG

66.06%

Sharpe Ratio

NPFD

0.49

Winner

BWFG

1.98

5Y Beta

Winner

NPFD

0.32

BWFG

0.93

Industry

NPFD

Asset Management

BWFG

Banks - Regional

P/E Ratio

Winner

NPFD

5.18

BWFG

11.22

Forward P/E

NPFD

N/A

BWFG

8.14

PEG Ratio

NPFD

0.17

Winner

BWFG

0.05

Dividend Yield

Winner

NPFD

10.80%

BWFG

1.45%

5Y Dividends CAGR

NPFD

N/A

BWFG

12.30%

5Y EPS CAGR

NPFD

N/A

BWFG

31.06%

Debt to Equity

NPFD

38.62%

Winner

BWFG

0.00%

Free Cash Flow Yield

Winner

NPFD

13.07%

BWFG

6.82%

NPFD vs BWFG - Historical Returns

Returns include dividend reinvestment.

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

NPFD

-0.23%

Winner

BWFG

+9.47%

NPFD

-1.42%

Winner

BWFG

+23.29%

NPFD

+2.16%

Winner

BWFG

+10.07%

NPFD

+8.53%

Winner

BWFG

+64.40%

5Y(CAGR)

NPFD

+2.08%

Winner

BWFG

+18.62%

10Y(CAGR)

NPFD

N/A

BWFG

+12.94%

Max(CAGR)

NPFD

+2.08%

Winner

BWFG

+9.20%

NPFD vs BWFG - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

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

NPFD vs BWFG Drawdown Comparison

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

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

The current NPFD drawdown is -3.08%.

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

Correlation

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

0.86

-101

Dividend Comparison (2015 - 2026)

NPFD vs BWFG dividend yield comparison.

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