Skip to main content

Want a detailed portfolio tracker?

Performance analysis of FinWise Bancorp (FINW)

Annual Return

Over the past 3 years, FINW has had an average annual return of +14.48%, underperforming the benchmark SPY, which returned +19.63% annual.

Since Nov 19, 2021, FINW has had an average annual return of +1.14%, underperforming the benchmark SPY, which returned +12.06% annual.

202620252024202320222021
-25.20%+12.27%+11.67%+54.54%-32.85%+8.33%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-2.40%-3.82%-5.82%-1.96%-7.52%+0.83%-7.45%-25.20%
2025+15.96%+7.01%-11.70%-13.65%-5.15%+4.67%+19.06%+8.17%+0.31%-1.03%-5.94%-0.61%+12.27%
2024-3.50%-28.82%+2.24%+5.57%-1.80%-2.02%+23.80%+3.96%+18.73%+7.24%+11.06%-13.99%+11.67%
2023-6.16%+10.25%-8.04%-4.09%-7.34%+14.31%+10.61%-3.74%-9.34%-1.62%+34.94%+24.76%+54.54%
2022+27.48%+20.14%-18.80%-10.38%-11.45%-31.45%+6.33%+8.46%-16.08%+1.11%-1.76%+3.24%-32.85%
2021+1.34%+6.90%+8.33%

Drawdown analysis of FinWise Bancorp (FINW)

The maximum drawdown for the FINW was -63.35%, occurring on May 22, 2023. Recovery took 584 trading sessions.

The current FINW drawdown is -40.33%.

Since Nov 19, 2021 FINW has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 2 times
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-63.35%Mar 2, 2022307May 22, 2023584Sep 19, 2025891
-42.29%Sep 19, 2025161May 12, 2026OngoingOngoingOngoing
-8.08%Feb 17, 20223Feb 23, 20222Feb 25, 20225
-6.67%Nov 22, 20214Nov 29, 202112Dec 15, 202116
-4.02%Feb 1, 20223Feb 4, 20224Feb 10, 20227
-3.96%Jan 24, 20223Jan 27, 20221Jan 28, 20224
-3.68%Feb 25, 20222Mar 1, 20221Mar 2, 20223
-2.20%Jan 6, 20221Jan 7, 20223Jan 12, 20224
-2.07%Dec 15, 20213Dec 20, 20218Dec 31, 202111
-1.75%Jan 18, 20221Jan 19, 20223Jan 24, 20224