# The Baldwin Insurance Group, Inc. (BWIN) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

The Baldwin Insurance Group, Inc. (BWIN) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: BWIN -16.92%, SPY +84.62%. Regime BWIN BULL · SPY BULL. As of Oct 14, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/BWIN/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=BWIN%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| BWIN | -16.92% | -70.16% | +34.23% |
| SPY | +84.62% | -24.49% | +13.53% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| BWIN | +17.40% | -38.91% | +43.53% | -16.92% |
| SPY | +17.47% | +34.75% | +83.03% | +84.62% |

## Annual

| Year | BWIN | SPY |
|---|---:|---:|
| YTD | +34.23% | +13.53% |
| 2025 | -35.52% | +18.01% |
| 2024 | +63.82% | +25.59% |
| 2023 | -3.88% | +26.73% |
| 2022 | -28.98% | -18.64% |
| 2021 | -6.01% | +6.90% |

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Research context only. Not personalized investment advice.