Performance analysis of The Baldwin Insurance Group (BWIN)
Annual Return
Over the past 3 years, BWIN has had an average annual return of +0.55%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, BWIN has had an average annual return of +0.18%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 24, 2019, BWIN has had an average annual return of +7.19%, underperforming the benchmark SPY, which returned +16.17% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.82% | -38.00% | +61.36% | -4.45% | -30.38% | +20.49% | +86.72% | -1.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.78% | +5.98% | -5.55% | +3.55% | -14.53% | +36.87% | -1.62% | +8.82% | |||||
| 2025 | +5.65% | +0.46% | +8.63% | -6.87% | -7.43% | +11.11% | -13.94% | -14.04% | -10.92% | -21.66% | +29.01% | -15.72% | -38.00% |
| 2024 | -6.58% | +23.98% | +4.02% | -7.95% | +26.42% | +5.32% | +23.32% | +7.20% | +6.21% | -7.11% | +5.84% | -20.83% | +61.36% |
| 2023 | +13.97% | +0.31% | -11.41% | -1.06% | -20.37% | +23.53% | +0.53% | +6.74% | -12.63% | -9.90% | -16.44% | +37.34% | -4.45% |
| 2022 | -15.48% | -9.01% | -3.38% | -13.83% | +9.08% | -4.24% | +14.16% | +13.89% | -16.08% | +7.59% | +5.96% | -16.32% | -30.38% |
| 2021 | -22.56% | +14.30% | +2.72% | +6.50% | -15.30% | +8.42% | +2.29% | +38.12% | -11.58% | +9.64% | +1.48% | -2.51% | +20.49% |
| 2020 | -6.05% | +2.39% | -31.67% | -5.03% | +23.75% | +39.27% | +1.04% | +57.65% | -9.45% | +2.37% | +15.49% | +1.77% | +86.72% |
| 2019 | -1.04% | +6.30% | -6.79% | -1.95% |
Drawdown analysis of The Baldwin Insurance Group (BWIN)
The maximum drawdown for the BWIN was -70.16%, occurring on Feb 13, 2026. This drawdown has not yet recovered.
The current BWIN drawdown is -52.70%.
Since Oct 24, 2019 BWIN has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.16% | Oct 17, 2024 | 331 | Feb 13, 2026 | Ongoing | Ongoing | Ongoing |
| -58.02% | Nov 15, 2021 | 513 | Nov 30, 2023 | 163 | Jul 26, 2024 | 676 |
| -49.09% | Nov 14, 2019 | 96 | Apr 3, 2020 | 58 | Jun 26, 2020 | 154 |
| -28.76% | Nov 16, 2020 | 50 | Jan 29, 2021 | 133 | Aug 10, 2021 | 183 |
| -22.31% | Sep 3, 2021 | 6 | Sep 14, 2021 | 39 | Nov 8, 2021 | 45 |
| -14.92% | Sep 2, 2020 | 15 | Sep 24, 2020 | 13 | Oct 13, 2020 | 28 |
| -12.31% | Oct 13, 2020 | 13 | Oct 30, 2020 | 5 | Nov 6, 2020 | 18 |
| -10.65% | Jun 26, 2020 | 7 | Jul 8, 2020 | 22 | Aug 7, 2020 | 29 |
| -7.46% | Jul 30, 2024 | 11 | Aug 14, 2024 | 7 | Aug 23, 2024 | 18 |
| -5.97% | Sep 19, 2024 | 2 | Sep 23, 2024 | 9 | Oct 4, 2024 | 11 |
| -5.86% | Oct 24, 2019 | 3 | Oct 29, 2019 | 7 | Nov 7, 2019 | 10 |
| -5.20% | Aug 18, 2021 | 5 | Aug 25, 2021 | 4 | Aug 31, 2021 | 9 |
| -5.00% | Nov 8, 2021 | 2 | Nov 10, 2021 | 2 | Nov 12, 2021 | 4 |
| -3.46% | Aug 30, 2024 | 6 | Sep 10, 2024 | 3 | Sep 13, 2024 | 9 |
| -3.42% | Oct 4, 2024 | 1 | Oct 7, 2024 | 3 | Oct 10, 2024 | 4 |
| -2.44% | Aug 14, 2020 | 2 | Aug 18, 2020 | 1 | Aug 19, 2020 | 3 |
| -1.99% | Aug 25, 2020 | 1 | Aug 26, 2020 | 3 | Aug 31, 2020 | 4 |
| -1.36% | Jul 26, 2024 | 1 | Jul 29, 2024 | 1 | Jul 30, 2024 | 2 |
| -1.20% | Nov 6, 2020 | 1 | Nov 9, 2020 | 1 | Nov 10, 2020 | 2 |
| -0.68% | Aug 10, 2020 | 2 | Aug 12, 2020 | 1 | Aug 13, 2020 | 3 |
| -0.49% | Aug 13, 2021 | 1 | Aug 16, 2021 | 1 | Aug 17, 2021 | 2 |
| -0.25% | Sep 16, 2024 | 1 | Sep 17, 2024 | 1 | Sep 18, 2024 | 2 |
| -0.13% | Nov 11, 2020 | 1 | Nov 12, 2020 | 1 | Nov 13, 2020 | 2 |
| -0.07% | Aug 31, 2020 | 1 | Sep 1, 2020 | 1 | Sep 2, 2020 | 2 |