BWIN vs SPY
Comparison between The Baldwin Insurance Group Inc - Class A (BWIN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BWIN, delivering a return of +13.3% compared to -4.8%
BWIN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BWIN vs SPY - Historical Returns
Returns include dividend reinvestment.
BWIN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BWIN | SPY |
|---|---|---|
| 2026 | -16.40% | +8.26% |
| 2025 | -35.52% | +18.00% |
| 2024 | +63.82% | +25.59% |
| 2023 | -3.88% | +26.72% |
| 2022 | -28.98% | -18.64% |
| 2021 | +24.95% | +30.52% |
| 2020 | +83.64% | +17.28% |
| 2019 | -1.95% | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BWIN vs SPY Drawdown Comparison
The maximum drawdown for BWIN was -70.16%, occurring on Feb 13, 2026. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BWIN drawdown is -64.04%. The current SPY drawdown is -2.90%.
| Rank | BWIN | SPY |
|---|---|---|
| #1 | -70.16% Oct 17, 2024 - Feb 13, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -58.02% Nov 15, 2021 - Jul 26, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -49.09% Nov 14, 2019 - Jun 26, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -28.76% Nov 16, 2020 - Aug 10, 2021 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.31% Sep 3, 2021 - Nov 8, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.93% Sep 2, 2020 - Oct 13, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.31% Oct 13, 2020 - Nov 6, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.66% Jun 26, 2020 - Aug 7, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.46% Jul 30, 2024 - Aug 23, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.97% Sep 19, 2024 - Oct 4, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.86% Oct 24, 2019 - Nov 7, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.20% Aug 18, 2021 - Aug 31, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.00% Nov 8, 2021 - Nov 12, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.45% Aug 30, 2024 - Sep 13, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.42% Oct 4, 2024 - Oct 10, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BWIN and SPY is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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