White Mountains Insurance Group, Ltd. (WTM)

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White Mountains Insurance Group, Ltd. (WTM) is down 3.2% since the beginning of the year. At $2,011 per share, WTM is trading 13.8% below its 52-week high of $2,333. Investors who bought $1,000 worth of WTM shares 5 years ago would now be looking at an investment worth $1,804.

White Mountains Insurance Group, Ltd. (WTM) has returned -3.19% so far this year and 15.19% over the past 12 months. Over the last ten years, WTM has returned 9.56% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since May 9, 1986, WTM's average daily return is +0.05%, while the average monthly return is +1.10%. At this rate, an investment would double in approximately 5.3 years.

Historically, 58% of months were positive and 42% were negative. The best month was Sep 2000 with a return of +67.8%, while the worst month was Oct 2008 at -26.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, WTM closed higher 49% of trading days. The best single day was Aug 2, 1990 with a return of +30.5%, while the worst single day was Dec 23, 1993 at -17.9%.

White Mountains Insurance Group, Ltd. has an annualized alpha of 7.98%, beta of 0.60, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since May 09, 1986.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (57.47%) than losses (35.85%) - typical of diversified or defensive assets.
• Beta of 0.60 may look defensive, but with R2 of 0.18 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WTM ranks 62 for risk / return — better than 62% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

White Mountains Insurance Group, Ltd. provided a 0.05% dividend yield over the last twelve months, with an annual payout of $1.00 per share. The company has been increasing its dividends for 16 consecutive years.

The table displays the monthly dividend distributions for White Mountains Insurance Group, Ltd.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the White Mountains Insurance Group, Ltd.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the White Mountains Insurance Group, Ltd. was 77.47%, occurring on Mar 9, 2009. Recovery took 1448 trading sessions.

The current White Mountains Insurance Group, Ltd. drawdown is 13.31%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of White Mountains Insurance Group, Ltd. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how White Mountains Insurance Group, Ltd. is priced in the market compared to other companies in the Insurance - Property & Casualty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.