WTM
White Mountains Insurance Group, Ltd.
Stock
$2,020.92+7.88 (+0.39%)Close Oct 2, 2026
Oct 23, 1985 – Oct 2, 2026, Dividends reinvested
- Final balance
- $906,136
- CAGR
- +11.64%
- Max drawdown
- −77.67%
- Sharpe ratio
- 0.55
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.98%
- 3M
- −7.03%
- 6M
- −6.86%
- YTD
- −2.70%
- 1Y
- +21.46%
- 3Y
- +10.27%
- 5Y
- +13.66%
- 10Y
- +9.40%
- 15Y
- +11.42%
- 20Y
- +7.56%
- 25Y
- +7.73%
- 30Y
- +11.34%
- Since 1985
- +11.64%
Metrics
Since 1985| Volatility | 26.04% |
|---|---|
| Sortino ratio | 0.84 |
| Calmar ratio | 0.15 |
| Best year, 2000 | +167.11% |
| Worst year, 2008 | −47.58% |
| Positive years | 32 of 40 |
| Longest drawdown | 9.2 years |
Worst drawdowns
Since 1985| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −77.7% | Sep 2005 | Mar 2009 | Dec 2014 | 9.2 years |
| −43.2% | Apr 1986 | Dec 1987 | Aug 1990 | 4.3 years |
| −40.2% | Feb 2020 | Mar 2020 | Feb 2021 | 1 year |
| −34.5% | Oct 1993 | May 1994 | Sep 1996 | 2.9 years |
| −32.1% | Jul 1998 | Mar 2000 | Jun 2000 | 1.9 years |
Annual returns
1985 from Oct 23 · 2026 through Oct 2