Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWIN (The Baldwin Insurance Group, Inc.) | NA | -50.27% | -4.96% | -6.85% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/24/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWIN (The Baldwin Insurance Group, Inc.) | 10/24/2019 | 06/09/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -50.27 | -4.96 | -6.85 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/09/2026, Common starting date is 10/24/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWIN (The Baldwin Insurance Group, Inc.) |
-15.94%
Nov 2020 – Nov 2023 |
-4.78%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWIN (The Baldwin Insurance Group, Inc.) |
35.97%
Apr 2020 – Apr 2023 |
33.47%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart