The Baldwin Insurance Group, Inc. (BWIN) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$7,630
Total Return
-23.70%
CAGR
-5.27%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.41% |
| Median | -0.55% |
| Best | +47.73% |
| Worst | -37.95% |
| % of Windows Positive | 48.1% |
1-Year (252 Trading Days)
| Average | +5.95% |
| Median | -7.09% |
| Best | +179.59% |
| Worst | -60.36% |
| % of Windows Positive | 41.7% |
3-Year (756 Trading Days)
| Average | +21.45% |
| Median | +19.96% |
| Best | +119.37% |
| Worst | -47.69% |
| % of Windows Positive | 67.9% |
Risk Metrics
| Maximum Drawdown | -70.16% |
| Average Drawdown | -32.42% |
| Drawdown Duration | 405 Trading Days (Unrecovered) |
| Sortino Ratio | 0.22 |
| Calmar Ratio | -0.08 |
| CVaR (5%) | -6.92% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -21.89% (-44.34% ann.) | $2188.93 | $0.00 | $0.00 | $0.00 |
| 2025 | -38.00% | $3800.31 | $0.00 | $0.00 | $0.00 |
| 2024 | +61.37% | +$6136.56 | $0.00 | $0.00 | $0.00 |
| 2023 | -4.46% | $445.51 | $0.00 | $0.00 | $0.00 |
| 2022 | -30.38% | $3037.94 | $0.00 | $0.00 | $0.00 |
| 2021 | +20.49% | +$2048.71 | $0.00 | $0.00 | $0.00 |
| 2020 | +86.73% | +$8672.90 | $0.00 | $0.00 | $0.00 |
| 2019 partial | -1.95% (-10.06% ann.) | $195.48 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | October 24, 2019 – February 19, 2020 | +3.42% | +10.97% | +$342.09 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -40.03% | -99.71% | $4003.46 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +194.01% | +467.05% | +$19401.38 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +23.72% | +22.37% | +$2371.62 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -26.62% | -28.01% | $2661.99 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +62.18% | +29.81% | +$6218.19 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -62.73% | -43.93% | $6272.83 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.