(BWIN) The Baldwin Insurance - Performance 57.1% in 12m
Compare BWIN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
57.51%
#6 in Group
Rel. Strength
92.04%
#637 in Universe
Total Return 12m
57.14%
#4 in Group
Total Return 5y
340.23%
#2 in Group
P/E -
(?) Percentile in Group
P/E Forward 22.0
30th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.44%
46th Percentile in Group
12m Total Return: BWIN (57.1%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Insurance Brokers
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: BWIN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BWIN
| Total Return (including Dividends) | BWIN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 1.54% | -4.51% | -5.89% |
| 3 Months | 2.01% | -7.56% | -12.45% |
| 12 Months | 57.14% | 18.95% | 6.72% |
| 5 Years | 340.23% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | BWIN | XLF | S&P 500 |
| 1 Month | -64.3% | -71.4% | -74.5% |
| 3 Months | 39.1% | -76.1% | -88.2% |
| 12 Months | 38.4% | 87.3% | 66.1% |
| 5 Years | 40.1% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #3 | 6.34% | 7.89% |
| 3 Month | #6 | 10.4% | 16.5% |
| 12 Month | #3 | 32.1% | 47.2% |
| 5 Years | #1 | 89.1% | 119% |
FAQs
Does BWIN The Baldwin Insurance outperforms the market?
Yes,
over the last 12 months BWIN made 57.14%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months BWIN made 2.01%, while XLF made -7.56%.
Over the last 3 months BWIN made 2.01%, while XLF made -7.56%.
Performance Comparison BWIN vs Indeces and Sectors
BWIN vs. Indices BWIN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.63% | 7.43% | -13.7% | 50.4% |
| US NASDAQ 100 | QQQ | 1.49% | 7.82% | -13.2% | 51.6% |
| US Dow Jones Industrial 30 | DIA | 1.80% | 7.36% | -14.3% | 51.8% |
| German DAX 40 | DAX | -4.73% | 10.9% | -30.8% | 38.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.08% | 9.04% | -16.0% | 51.3% |
| Hongkong Hang Seng | HSI | -3.66% | 11.4% | -15.2% | 40.9% |
| India NIFTY 50 | INDA | -3.74% | -3.23% | -16.2% | 54.1% |
| Brasil Bovespa | EWZ | -2.93% | 6.62% | -16.7% | 66.6% |
BWIN vs. Sectors BWIN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.38% | 7.20% | -22.5% | 43.6% |
| Consumer Discretionary | XLY | 1.50% | 5.46% | -16.5% | 47.9% |
| Consumer Staples | XLP | -2.67% | -1.66% | -23.9% | 43.2% |
| Energy | XLE | -4.09% | 11.6% | -14.8% | 67.4% |
| Financial | XLF | -0.74% | 6.05% | -21.8% | 38.2% |
| Health Care | XLV | 0.23% | 8.91% | -12.3% | 57.7% |
| Industrial | XLI | -0.49% | 6.24% | -13.8% | 51.8% |
| Materials | XLB | -1.09% | 8.19% | -6.63% | 64.7% |
| Real Estate | XLRE | -4.71% | 4.43% | -15.1% | 40.0% |
| Technology | XLK | 1.99% | 10.5% | -6.90% | 58.4% |
| Utilities | XLU | -2.68% | 1.96% | -19.5% | 32.8% |
| Aerospace & Defense | XAR | -1.06% | 1.50% | -23.5% | 33.0% |
| Biotech | XBI | -2.93% | 13.4% | 0.84% | 66.1% |
| Homebuilder | XHB | -0.32% | 8.38% | 4.19% | 66.3% |
| Retail | XRT | -1.07% | 3.65% | -9.04% | 61.5% |