Performance analysis of White Mountains Insurance Group (WTM)
Annual Return
Over the past 3 years, WTM has had an average annual return of +12.89%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, WTM has had an average annual return of +12.31%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, WTM has had an average annual return of +9.76%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, WTM has had an average annual return of +11.51%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.27% | +6.89% | +29.31% | +6.49% | +39.63% | +1.41% | -10.19% | +30.20% | +0.88% | +1.93% | +15.17% | +15.52% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +4.66% | +17.31% | +13.80% | +35.50% | +1.17% | +25.30% | -47.14% | -9.98% | +5.29% | -12.44% | +40.75% | +42.84% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -6.90% | +9.45% | +166.03% | -4.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.59% | +8.59% | -1.02% | +1.59% | -7.49% | -0.68% | -1.27% | ||||||
| 2025 | -0.65% | -4.29% | +4.18% | -8.22% | +0.98% | +0.61% | -0.44% | +2.37% | -8.67% | +13.94% | +6.28% | +2.66% | +6.89% |
| 2024 | +4.72% | +12.02% | +1.69% | -0.90% | +1.62% | +0.58% | -1.73% | +3.26% | -8.03% | +5.95% | +11.84% | -3.23% | +29.31% |
| 2023 | +8.03% | -5.52% | -4.51% | +3.97% | -5.44% | +2.56% | +11.38% | +2.69% | -5.85% | -4.34% | +7.07% | -1.76% | +6.49% |
| 2022 | +2.67% | +0.89% | +8.30% | -7.76% | +18.78% | +0.10% | -0.54% | +10.54% | -4.89% | +8.68% | -4.05% | +4.08% | +39.63% |
| 2021 | +1.93% | +17.16% | -6.63% | +4.53% | +2.40% | -3.80% | -1.43% | -0.95% | -4.57% | -1.37% | -4.94% | +1.10% | +1.41% |
| 2020 | +0.15% | -11.38% | -7.98% | +6.92% | -5.90% | -3.01% | -0.88% | +1.28% | -12.61% | +16.60% | +5.69% | +4.24% | -10.19% |
| 2019 | +4.18% | +5.13% | -1.37% | +1.47% | +4.32% | +4.27% | +5.34% | -1.42% | +1.82% | -0.83% | +3.35% | +0.78% | +30.20% |
| 2018 | -1.34% | -3.94% | +2.07% | +5.20% | +4.25% | +0.50% | +0.71% | +1.63% | +0.85% | -5.26% | +4.75% | -7.65% | +0.88% |
| 2017 | +8.82% | +2.91% | -5.92% | -2.38% | +0.13% | +0.99% | -0.46% | +0.75% | -1.62% | +3.75% | +0.21% | -4.46% | +1.93% |
Drawdown analysis of White Mountains Insurance Group (WTM)
The maximum drawdown for the WTM was -77.48%, occurring on Mar 9, 2009. Recovery took 1448 trading sessions.
The current WTM drawdown is -11.58%.
Since Nov 1, 1999 WTM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.48% | Sep 8, 2005 | 879 | Mar 9, 2009 | 1448 | Dec 5, 2014 | 2327 |
| -40.16% | Feb 11, 2020 | 25 | Mar 18, 2020 | 227 | Feb 10, 2021 | 252 |
| -27.02% | Jun 21, 2001 | 324 | Oct 9, 2002 | 147 | May 12, 2003 | 471 |
| -22.07% | Feb 22, 2021 | 199 | Dec 3, 2021 | 127 | Jun 7, 2022 | 326 |
| -18.77% | Nov 1, 1999 | 88 | Mar 8, 2000 | 4 | Mar 14, 2000 | 92 |
| -18.05% | Nov 25, 2024 | 211 | Oct 1, 2025 | 40 | Nov 26, 2025 | 251 |
| -16.59% | Mar 1, 2017 | 238 | Feb 8, 2018 | 151 | Sep 14, 2018 | 389 |
| -16.37% | Mar 11, 2005 | 19 | Apr 8, 2005 | 93 | Aug 19, 2005 | 112 |
| -15.67% | Apr 6, 2004 | 94 | Aug 20, 2004 | 63 | Nov 18, 2004 | 157 |
| -15.54% | Sep 8, 2022 | 12 | Sep 26, 2022 | 24 | Oct 28, 2022 | 36 |
| -14.93% | Feb 17, 2023 | 68 | May 26, 2023 | 36 | Jul 20, 2023 | 104 |
| -14.80% | Sep 14, 2018 | 69 | Dec 24, 2018 | 108 | May 31, 2019 | 177 |
| -13.91% | Jun 16, 2003 | 27 | Jul 24, 2003 | 50 | Oct 3, 2003 | 77 |
| -13.43% | Nov 30, 2015 | 39 | Jan 27, 2016 | 45 | Apr 1, 2016 | 84 |
| -12.42% | Sep 29, 2000 | 5 | Oct 6, 2000 | 25 | Nov 10, 2000 | 30 |
| -11.68% | Dec 29, 2004 | 17 | Jan 24, 2005 | 10 | Feb 7, 2005 | 27 |
| -11.58% | Apr 17, 2026 | 31 | Jun 2, 2026 | Ongoing | Ongoing | Ongoing |
| -11.31% | Jul 26, 2023 | 66 | Oct 27, 2023 | 55 | Jan 18, 2024 | 121 |
| -10.67% | May 8, 2024 | 66 | Aug 13, 2024 | 46 | Oct 17, 2024 | 112 |
| -9.27% | Nov 28, 2022 | 7 | Dec 7, 2022 | 22 | Jan 10, 2023 | 29 |
| -9.25% | Apr 2, 2001 | 13 | Apr 20, 2001 | 27 | May 30, 2001 | 40 |
| -9.09% | Dec 29, 2000 | 20 | Jan 30, 2001 | 40 | Mar 28, 2001 | 60 |
| -8.41% | Dec 8, 2014 | 18 | Jan 5, 2015 | 29 | Feb 17, 2015 | 47 |
| -8.31% | Mar 20, 2024 | 16 | Apr 12, 2024 | 16 | May 6, 2024 | 32 |
| -8.11% | Oct 31, 2022 | 10 | Nov 14, 2022 | 9 | Nov 28, 2022 | 19 |