(BWIN) The Baldwin Insurance - Performance 29.3% in 12m
Compare BWIN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.30%
#6 in Group
Rel. Strength
90.27%
#775 in Universe
Total Return 12m
29.31%
#3 in Group
Total Return 5y
270.07%
#3 in Group
P/E -
(?) Percentile in Group
P/E Forward 22.2
30th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.35%
46th Percentile in Group
12m Total Return: BWIN (29.3%) vs XLF (21.5%)
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 | -8.53% | 5.57% | 2.87% |
| 3 Months | -6.79% | -2.66% | -6.42% |
| 12 Months | 29.31% | 21.52% | 9.87% |
| 5 Years | 270.07% | 150.42% | 107.51% |
| Trend Score (consistency of price movement) | BWIN | XLF | S&P 500 |
| 1 Month | -69.7% | 93.3% | 89.4% |
| 3 Months | 27.4% | -60.3% | -72% |
| 12 Months | 21.5% | 81.8% | 49.3% |
| 5 Years | 39.9% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #9 | -13.4% | -11.1% |
| 3 Month | #7 | -4.25% | -0.40% |
| 12 Month | #4 | 6.42% | 17.7% |
| 5 Years | #4 | 47.8% | 78.3% |
FAQs
Does BWIN The Baldwin Insurance outperforms the market?
Yes,
over the last 12 months BWIN made 29.31%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.52%.
Over the last 3 months BWIN made -6.79%, while XLF made -2.66%.
Over the last 3 months BWIN made -6.79%, while XLF made -2.66%.
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 | -6.90% | -11.4% | -15.5% | 19.4% |
| US NASDAQ 100 | QQQ | -7.15% | -13.2% | -15.9% | 18.0% |
| US Dow Jones Industrial 30 | DIA | -7.18% | -10.1% | -14.5% | 22.9% |
| German DAX 40 | DAX | -9.02% | -27.8% | -41.1% | 4.23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -7.56% | -14.8% | -14.7% | 23.7% |
| Hongkong Hang Seng | HSI | -10.4% | -24.7% | -25.0% | 17.2% |
| India NIFTY 50 | INDA | -4.51% | -10.8% | -17.4% | 27.0% |
| Brasil Bovespa | EWZ | -8.95% | -20.1% | -24.7% | 35.8% |
BWIN vs. Sectors BWIN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -7.08% | -12.2% | -21.7% | 8.98% |
| Consumer Discretionary | XLY | -7.82% | -12.0% | -13.3% | 15.3% |
| Consumer Staples | XLP | -6.53% | -10.6% | -22.4% | 21.8% |
| Energy | XLE | -7.88% | -8.61% | -9.51% | 39.1% |
| Financial | XLF | -7.53% | -14.1% | -21.4% | 7.79% |
| Health Care | XLV | -3.11% | -4.15% | -10.3% | 35.2% |
| Industrial | XLI | -8.47% | -15.9% | -16.5% | 19.3% |
| Materials | XLB | -6.89% | -13.2% | -11.5% | 35.3% |
| Real Estate | XLRE | -6.57% | -14.7% | -17.9% | 15.9% |
| Technology | XLK | -7.79% | -15.3% | -13.2% | 22.3% |
| Utilities | XLU | -7.94% | -14.2% | -23.3% | 13.4% |
| Aerospace & Defense | XAR | -7.41% | -17.9% | -24.8% | 4.15% |
| Biotech | XBI | 1.18% | -10.6% | 5.55% | 43.3% |
| Homebuilder | XHB | -6.46% | -11.6% | -1.88% | 39.1% |
| Retail | XRT | -7.05% | -12.1% | -9.22% | 33.6% |