White Mountains Insurance Group, Ltd. (WTM) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$17,708
Total Return
77.08%
CAGR
12.11%
Dividends
$43.47
Yield on Cost
0.43%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.20% |
| Median | +0.76% |
| Best | +21.28% |
| Worst | -13.55% |
| % of Windows Positive | 57.1% |
1-Year (252 Trading Days)
| Average | +16.85% |
| Median | +15.43% |
| Best | +49.76% |
| Worst | -4.26% |
| % of Windows Positive | 95.2% |
3-Year (756 Trading Days)
| Average | +57.49% |
| Median | +54.56% |
| Best | +101.79% |
| Worst | +21.91% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -18.05% |
| Average Drawdown | -5.96% |
| Drawdown Duration | 251 Trading Days |
| Sortino Ratio | 0.91 |
| Calmar Ratio | 0.67 |
| CVaR (5%) | -3.05% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -2.08% (-4.87% ann.) | $208.23 | $4.81 | $0.96 | $0.0078 |
| 2025 | +6.88% | +$688.15 | $5.14 | $1.03 | $0.0082 |
| 2024 | +29.30% | +$2929.89 | $6.64 | $1.33 | $0.01 |
| 2023 | +6.47% | +$647.29 | $7.07 | $1.41 | $0.01 |
| 2022 | +39.60% | +$3960.10 | $9.86 | $1.97 | $0.02 |
| 2021 | +1.39% | +$139.17 | $9.99 | $2.00 | $0.02 |
| 2020 | -10.21% | $1021.01 | $8.96 | $1.79 | $0.01 |
| 2019 | +30.17% | +$3017.28 | $11.66 | $2.33 | $0.02 |
| 2018 | +0.85% | +$85.16 | $11.75 | $2.35 | $0.02 |
| 2017 | +1.91% | +$191.11 | $11.96 | $2.39 | $0.02 |
| 2016 | +15.15% | +$1514.60 | $13.76 | $2.75 | $0.02 |
| 2015 | +15.48% | +$1548.39 | $15.87 | $3.17 | $0.03 |
| 2014 | +4.63% | +$462.68 | $16.58 | $3.32 | $0.03 |
| 2013 | +17.27% | +$1726.88 | $19.42 | $3.88 | $0.03 |
| 2012 | +13.75% | +$1375.31 | $22.05 | $4.41 | $0.04 |
| 2011 | +35.43% | +$3542.52 | $29.80 | $5.96 | $0.05 |
| 2010 | +1.11% | +$111.10 | $30.06 | $6.01 | $0.05 |
| 2009 | +25.15% | +$2514.83 | $37.44 | $7.49 | $0.06 |
| 2008 | -47.68% | $4767.95 | $77.94 | $15.59 | $0.12 |
| 2007 | -10.25% | $1024.69 | $138.66 | $27.73 | $0.22 |
| 2006 | +4.96% | +$496.48 | $143.87 | $28.77 | $0.23 |
| 2005 | -12.66% | $1266.30 | $124.29 | $24.86 | $0.20 |
| 2004 | +40.69% | +$4068.56 | $21.74 | $4.35 | $0.03 |
| 2003 | +42.75% | +$4275.36 | $30.96 | $6.19 | $0.05 |
| 2002 | -6.96% | $696.27 | $28.74 | $5.75 | $0.05 |
| 2001 | +9.38% | +$937.64 | $31.35 | $6.27 | $0.05 |
| 2000 | +166.52% | +$16652.23 | $99.84 | $19.97 | $0.16 |
| 1999 | -13.12% | $1312.28 | $114.64 | $22.93 | $0.18 |
| 1998 | +16.86% | +$1686.33 | $132.70 | $26.54 | $0.21 |
| 1997 | +27.11% | +$2711.20 | $83.74 | $16.75 | $0.13 |
| 1996 | +28.97% | +$2897.31 | $53.74 | $10.75 | $0.08 |
| 1995 | +3.11% | +$311.42 | $0.00 | $0.00 | $0.00 |
| 1994 | -7.96% | $796.18 | $0.00 | $0.00 | $0.00 |
| 1993 | +9.03% | +$902.78 | $0.00 | $0.00 | $0.00 |
| 1992 | +3.04% | +$304.11 | $0.00 | $0.00 | $0.00 |
| 1991 | +35.87% | +$3586.81 | $131.53 | $26.30 | $0.20 |
| 1990 | +51.45% | +$5145.30 | $196.89 | $39.38 | $0.31 |
| 1989 | +20.48% | +$2048.02 | $206.23 | $41.25 | $0.33 |
| 1988 | +15.16% | +$1516.41 | $195.19 | $39.04 | $0.30 |
| 1987 | -26.02% | $2601.94 | $114.24 | $22.84 | $0.19 |
| 1986 | +14.33% | +$1433.13 | $72.99 | $14.60 | $0.11 |
| 1985 partial | +11.26% (+75.92% ann.) | +$1126.13 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +75.12% | +13.00% | +$7512.34 | $694.99 | $139.01 | $1.10 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +129.18% | +38.02% | +$12917.76 | $224.45 | $44.89 | $0.36 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +90.27% | +13.74% | +$9027.46 | $799.70 | $159.94 | $1.28 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -72.89% | -60.30% | $7288.71 | $107.72 | $21.54 | $0.17 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +244.94% | +44.31% | +$24493.88 | $261.15 | $52.23 | $0.42 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +117.31% | +10.80% | +$11730.60 | $131.83 | $26.37 | $0.21 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -38.20% | -99.59% | $3820.48 | $8.73 | $1.75 | $0.01 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +9.59% | +15.88% | +$959.08 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +9.89% | +9.36% | +$988.85 | $10.65 | $2.13 | $0.02 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +33.81% | +36.24% | +$3380.98 | $9.97 | $1.99 | $0.02 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +28.30% | +14.39% | +$2830.41 | $15.04 | $3.01 | $0.02 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +20.61% | +11.61% | +$2060.85 | $11.85 | $2.37 | $0.02 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1986-05-22 | $0.0750 | 0.21% |
| 1986-08-21 | $0.0750 | 0.19% |
| 1986-11-20 | $0.0750 | 0.23% |
| 1987-02-26 | $0.1000 | 0.24% |
| 1987-05-20 | $0.1000 | 0.29% |
| 1987-08-20 | $0.1000 | 0.26% |
| 1987-11-19 | $0.1000 | 0.35% |
| 1988-02-25 | $0.1250 | 0.43% |
| 1988-05-25 | $0.1250 | 0.46% |
| 1988-08-25 | $0.1250 | 0.40% |
| 1988-11-23 | $0.1250 | 0.44% |
| 1989-02-23 | $0.1500 | 0.46% |
| 1989-05-24 | $0.1500 | 0.46% |
| 1989-08-24 | $0.1500 | 0.42% |
| 1989-11-22 | $0.1500 | 0.44% |
| 1990-02-22 | $0.1700 | 0.54% |
| 1990-05-23 | $0.1700 | 0.54% |
| 1990-08-23 | $0.1700 | 0.36% |
| 1990-11-21 | $0.1700 | 0.37% |
| 1991-02-21 | $0.1700 | 0.29% |
| 1991-05-22 | $0.1700 | 0.27% |
| 1991-08-22 | $0.1700 | 0.27% |
| 1991-11-21 | $0.1700 | 0.25% |
| 1996-09-05 | $0.2000 | 0.22% |
| 1996-12-05 | $0.2000 | 0.22% |
| 1997-03-07 | $0.2000 | 0.19% |
| 1997-06-05 | $0.2000 | 0.20% |
| 1997-09-04 | $0.2000 | 0.19% |
| 1997-12-04 | $0.2000 | 0.16% |
| 1998-03-05 | $0.4000 | 0.31% |
| 1998-06-04 | $0.4000 | 0.27% |
| 1998-09-10 | $0.4000 | 0.33% |
| 1998-12-10 | $0.4000 | 0.29% |
| 1999-03-11 | $0.4000 | 0.30% |
| 1999-06-10 | $0.4000 | 0.29% |
| 1999-09-09 | $0.4000 | 0.29% |
| 1999-12-09 | $0.4000 | 0.34% |
| 2000-03-09 | $0.4000 | 0.39% |
| 2000-06-15 | $0.4000 | 0.26% |
| 2000-09-14 | $0.4000 | 0.24% |
| 2001-03-15 | $1.0000 | 0.33% |
| 2002-03-14 | $1.0000 | 0.30% |
| 2003-03-13 | $1.0000 | 0.32% |
| 2004-03-11 | $1.0000 | 0.21% |
| 2005-03-10 | $2.0000 | 0.31% |
| 2005-06-09 | $2.0000 | 0.31% |
| 2005-09-15 | $2.0000 | 0.31% |
| 2005-12-15 | $2.0000 | 0.34% |
| 2006-03-09 | $2.0000 | 0.37% |
| 2006-06-15 | $2.0000 | 0.41% |
| 2006-09-14 | $2.0000 | 0.38% |
| 2006-12-14 | $2.0000 | 0.34% |
| 2007-03-15 | $2.0000 | 0.37% |
| 2007-06-14 | $2.0000 | 0.33% |
| 2007-09-13 | $2.0000 | 0.38% |
| 2007-12-13 | $2.0000 | 0.38% |
| 2008-03-13 | $2.0000 | 0.43% |
| 2008-06-12 | $2.0000 | 0.45% |
| 2009-03-12 | $1.0000 | 0.65% |
| 2010-03-18 | $1.0000 | 0.28% |
| 2011-03-17 | $1.0000 | 0.28% |
| 2012-03-22 | $1.0000 | 0.20% |
| 2013-03-14 | $1.0000 | 0.18% |
| 2014-03-13 | $1.0000 | 0.17% |
| 2015-03-12 | $1.0000 | 0.15% |
| 2016-03-17 | $1.0000 | 0.13% |
| 2017-03-16 | $1.0000 | 0.11% |
| 2018-03-16 | $1.0000 | 0.12% |
| 2019-03-15 | $1.0000 | 0.11% |
| 2020-03-13 | $1.0000 | 0.12% |
| 2021-03-12 | $1.0000 | 0.08% |
| 2022-03-11 | $1.0000 | 0.10% |
| 2023-03-10 | $1.0000 | 0.07% |
| 2024-03-08 | $1.0000 | 0.06% |
| 2025-03-17 | $1.0000 | 0.05% |
| 2026-03-16 | $1.0000 | 0.05% |
| Total | 76 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2022-03-11 | $8.68 | $1.74 | $0.01 | 0.0067 |
| 2023-03-10 | $8.69 | $1.74 | $0.01 | 0.0050 |
| 2024-03-08 | $8.70 | $1.74 | $0.01 | 0.0040 |
| 2025-03-17 | $8.70 | $1.74 | $0.01 | 0.0037 |
| 2026-03-16 | $8.70 | $1.74 | $0.01 | 0.0032 |
| Total | $43.47 | $8.69 | $0.07 | 0.0225 |
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.