FinWise Bancorp (FINW) Stock Total Returns
Growth of $10,000 chart
2021-11-19 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$12,875
Total Return
28.75%
CAGR
5.89%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.26% |
| Median | +0.56% |
| Best | +40.68% |
| Worst | -41.02% |
| % of Windows Positive | 51.5% |
1-Year (252 Trading Days)
| Average | +15.71% |
| Median | +14.06% |
| Best | +121.78% |
| Worst | -57.03% |
| % of Windows Positive | 66.7% |
3-Year (756 Trading Days)
| Average | +54.38% |
| Median | +72.42% |
| Best | +128.88% |
| Worst | -19.59% |
| % of Windows Positive | 83.5% |
Risk Metrics
| Maximum Drawdown | -63.35% |
| Average Drawdown | -36.17% |
| Drawdown Duration | 891 Trading Days |
| Sortino Ratio | 0.53 |
| Calmar Ratio | 0.09 |
| CVaR (5%) | -4.95% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -8.64% (-25.72% ann.) | $863.99 | $0.00 | $0.00 | $0.00 |
| 2025 | +12.27% | +$1226.54 | $0.00 | $0.00 | $0.00 |
| 2024 | +11.67% | +$1167.01 | $0.00 | $0.00 | $0.00 |
| 2023 | +54.54% | +$5453.55 | $0.00 | $0.00 | $0.00 |
| 2022 | -32.85% | $3284.99 | $0.00 | $0.00 | $0.00 |
| 2021 partial | +8.33% (+100.48% ann.) | +$832.68 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | November 19, 2021 – November 29, 2021 | -1.02% | -31.26% | $102.12 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -29.46% | -30.96% | $2945.73 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +59.71% | +28.74% | +$5971.15 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +16.08% | +9.84% | +$1607.65 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
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.