Performance analysis of Norwood Financial (NWFL)
Annual Return
Over the past 3 years, NWFL has had an average annual return of +5.05%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, NWFL has had an average annual return of +9.27%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NWFL has had an average annual return of +9.32%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, NWFL has had an average annual return of +9.06%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.94% | +8.40% | -13.61% | +2.42% | +34.14% | +3.34% | -30.33% | +21.47% | +2.66% | +54.43% | +20.41% | +3.23% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +12.57% | +3.53% | +12.94% | +3.34% | +1.31% | +7.91% | -8.97% | +2.14% | +10.57% | -6.71% | +38.45% | +35.41% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +17.76% | +57.09% | -14.70% | -4.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.71% | -4.50% | +1.24% | +0.52% | +3.28% | +6.35% | -2.71% | +13.94% | |||||
| 2025 | -1.02% | -2.93% | -6.46% | +4.89% | +3.96% | -0.85% | -4.79% | +11.63% | -6.06% | +6% | +7.70% | -2.13% | +8.40% |
| 2024 | -15.92% | +0.80% | -1.45% | -10.35% | +5.06% | +0.28% | +17.43% | -7.60% | +1.25% | +7.46% | +5.35% | -11.96% | -13.61% |
| 2023 | +3.59% | -0.36% | -14.04% | -7.67% | -10.27% | +22.43% | +8.92% | -14.82% | -5.05% | +0.53% | +8.20% | +18.77% | +2.42% |
| 2022 | +8.04% | +1.11% | +1.71% | -1.02% | -6.17% | -7.72% | +8.37% | -1.89% | +4.24% | +7.96% | +12.60% | +4.57% | +34.14% |
| 2021 | -4.81% | +3.48% | +4.19% | -3.24% | -0.31% | +2.32% | -2.47% | +1.59% | -0% | +3.67% | -1.57% | +0.89% | +3.34% |
| 2020 | -12.02% | -9.18% | -13.54% | -10.62% | +3.64% | +1.22% | -1.47% | +2.19% | -1.74% | -4.96% | +17.83% | -2.93% | -30.33% |
| 2019 | -10.47% | +4.50% | +0.65% | +5.13% | -0.40% | +8.61% | +0.15% | -11.27% | +2.90% | -0.52% | +12.18% | +11.14% | +21.47% |
| 2018 | -4.16% | -6.02% | +1.93% | -0.87% | +5.44% | +15.37% | +5.03% | +4.36% | -0.20% | -2.39% | -6.55% | -7.07% | +2.66% |
| 2017 | +11.21% | +1.81% | +12.76% | -9.16% | +3.06% | +8.61% | +2.16% | +2.80% | +3.95% | -1.37% | +1.21% | +9.16% | +54.43% |
Drawdown analysis of Norwood Financial (NWFL)
The maximum drawdown for the NWFL was -43.93%, occurring on Apr 23, 2020. Recovery took 919 trading sessions.
The current NWFL drawdown is -4.05%.
Since Nov 1, 1999 NWFL has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.93% | Dec 27, 2019 | 80 | Apr 23, 2020 | 919 | Dec 15, 2023 | 999 |
| -33.58% | Dec 26, 2023 | 323 | Apr 10, 2025 | 203 | Feb 2, 2026 | 526 |
| -29.56% | Sep 25, 2018 | 81 | Jan 23, 2019 | 231 | Dec 20, 2019 | 312 |
| -28.03% | Nov 5, 1999 | 276 | Dec 8, 2000 | 152 | Jul 19, 2001 | 428 |
| -27.60% | Oct 31, 2008 | 93 | Mar 18, 2009 | 70 | Jun 26, 2009 | 163 |
| -25.12% | Aug 7, 2009 | 211 | Jun 10, 2010 | 526 | Jul 11, 2012 | 737 |
| -19.61% | Jan 14, 2005 | 51 | Mar 31, 2005 | 279 | May 9, 2006 | 330 |
| -16.79% | Dec 21, 2017 | 64 | Mar 27, 2018 | 56 | Jun 15, 2018 | 120 |
| -16.18% | Feb 14, 2007 | 418 | Oct 10, 2008 | 15 | Oct 31, 2008 | 433 |
| -14.54% | Jul 29, 2003 | 93 | Dec 9, 2003 | 40 | Feb 6, 2004 | 133 |
| -14.43% | Apr 12, 2004 | 1 | Apr 13, 2004 | 11 | Apr 28, 2004 | 12 |
| -13.53% | Feb 3, 2014 | 26 | Mar 12, 2014 | 282 | Apr 24, 2015 | 308 |
| -13.41% | Apr 30, 2004 | 57 | Jul 23, 2004 | 67 | Oct 27, 2004 | 124 |
| -13.33% | Jun 6, 2013 | 137 | Dec 19, 2013 | 29 | Feb 3, 2014 | 166 |
| -12.87% | Feb 17, 2026 | 21 | Mar 18, 2026 | 58 | Jun 10, 2026 | 79 |
| -12.28% | Apr 24, 2015 | 220 | Mar 9, 2016 | 127 | Sep 8, 2016 | 347 |
| -11.08% | Mar 31, 2017 | 18 | Apr 27, 2017 | 36 | Jun 19, 2017 | 54 |
| -11.01% | Sep 22, 2017 | 15 | Oct 13, 2017 | 38 | Dec 7, 2017 | 53 |
| -9.49% | Jun 22, 2018 | 18 | Jul 19, 2018 | 9 | Aug 1, 2018 | 27 |
| -9.25% | May 10, 2006 | 118 | Oct 26, 2006 | 72 | Feb 12, 2007 | 190 |
| -9.08% | Aug 25, 2017 | 6 | Sep 5, 2017 | 5 | Sep 12, 2017 | 11 |
| -8.98% | Jul 11, 2012 | 28 | Aug 20, 2012 | 25 | Sep 25, 2012 | 53 |
| -8.87% | Jul 27, 2017 | 11 | Aug 11, 2017 | 5 | Aug 18, 2017 | 16 |
| -8.27% | May 30, 2003 | 19 | Jun 26, 2003 | 4 | Jul 2, 2003 | 23 |
| -8.11% | Feb 15, 2017 | 9 | Mar 1, 2017 | 22 | Mar 31, 2017 | 31 |