SMA vs BWIN
Comparison between Smartstop Self Storage REIT Inc (SMA, Company) and The Baldwin Insurance Group Inc - Class A (BWIN, Company).
SMA is from the Real Estate sector, while BWIN is from the Financial Services sector.
SMA vs BWIN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SMA vs BWIN - Historical Returns
Returns include dividend reinvestment.
SMA vs BWIN - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SMA | BWIN |
|---|---|---|
| 2026 | +7.03% | -23.76% |
| 2025 | -2.20% | -35.52% |
| 2024 | N/A | +63.82% |
| 2023 | N/A | -3.88% |
| 2022 | N/A | -28.98% |
| 2021 | N/A | +24.95% |
| 2020 | N/A | +83.64% |
| 2019 | N/A | -1.95% |
SMA vs BWIN Drawdown Comparison
The maximum drawdown for SMA was -21.78%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for BWIN was -70.16%, occurring on Feb 13, 2026. This drawdown has not yet recovered.
The current SMA drawdown is -14.21%. The current BWIN drawdown is -67.21%.
| Rank | SMA | BWIN |
|---|---|---|
| #1 | -21.78% Sep 12, 2025 - Mar 30, 2026 | -70.16% Oct 17, 2024 - Feb 13, 2026 |
| #2 | -8.69% Jul 2, 2025 - Sep 5, 2025 | -58.02% Nov 15, 2021 - Jul 26, 2024 |
| #3 | -5.68% Apr 3, 2025 - Apr 16, 2025 | -49.09% Nov 14, 2019 - Jun 26, 2020 |
| #4 | -4.80% Jun 10, 2025 - Jul 2, 2025 | -28.76% Nov 16, 2020 - Aug 10, 2021 |
| #5 | -3.35% May 2, 2025 - May 8, 2025 | -22.31% Sep 3, 2021 - Nov 8, 2021 |
| #6 | -2.92% May 16, 2025 - Jun 6, 2025 | -14.93% Sep 2, 2020 - Oct 13, 2020 |
| #7 | -2.56% Apr 17, 2025 - Apr 28, 2025 | -12.31% Oct 13, 2020 - Nov 6, 2020 |
| #8 | -1.70% May 9, 2025 - May 15, 2025 | -10.66% Jun 26, 2020 - Aug 7, 2020 |
| #9 | N/A | -7.46% Jul 30, 2024 - Aug 23, 2024 |
| #10 | N/A | -5.97% Sep 19, 2024 - Oct 4, 2024 |
| #11 | N/A | -5.86% Oct 24, 2019 - Nov 7, 2019 |
| #12 | N/A | -5.20% Aug 18, 2021 - Aug 31, 2021 |
| #13 | N/A | -5.00% Nov 8, 2021 - Nov 12, 2021 |
| #14 | N/A | -3.45% Aug 30, 2024 - Sep 13, 2024 |
| #15 | N/A | -3.42% Oct 4, 2024 - Oct 10, 2024 |
Correlation
Correlation between SMA and BWIN is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
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