Overview Performance Dividends Peer Group Options

(WTM) White Mountains - Performance -0.6% in 12m

Compare WTM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 69.10%
#26 in Group
Rel. Strength 41.92%
#4636 in Universe
Total Return 12m -0.55%
#57 in Group
Total Return 5y 83.19%
#39 in Group
P/E 19.4
76th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG 9.93
95th Percentile in Group
FCF Yield 18.3%
91th Percentile in Group

12m Total Return: WTM (-0.6%) vs XLF (22.7%)

Compare overall performance (total returns) of White Mountains with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (WTM) White Mountains - Performance -0.6% in 12m

Top Performers in Property & Casualty Insurance

Short Term
Symbol 1w 1m 3m
WTM 0.94% -8.22% -8.49%
HRTG -0.89% 31.1% 71.7%
PRA 0.91% -0.60% 55.2%
ROOT -5.37% 4.67% 43.3%
Long Term
Symbol 6m 12m 5y
WTM -1.6% -0.55% 83.2%
KINS 60.1% 278% 277%
HRTG 82.6% 85.1% 86.0%
ROOT 104% 101% -71.3%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
FFH TO
Fairfax Financial Holdings		 3.48% 45.4% 564% 9.54 10.3 0.28 30.5% -0.15%
IFC TO
Intact Financial		 4.14% 38% 157% 23.8 17.9 0.87 -17.4% -28.1%
KNSL NYSE
Kinsale Capital		 -10.6% 20% 277% 24.2 23.4 1.56 87.7% 18.8%
ALL NYSE
The Allstate		 -4.19% 19% 124% 11.5 11 1.97 42.0% 48.3%
HCI NYSE
HCI		 -1.96% 30.1% 296% 16.2 8.75 1.7 61.8% 26.2%
AIZ NYSE
Assurant		 -8.11% 12.2% 111% 12.7 11.8 1.46 35.8% -32%
SKWD NASDAQ
Skyward Specialty Insurance		 0.32% 52% 254% 18.1 15.3 0.72 73.7% 3.53%
SIGI NASDAQ
Selective Insurance		 -4.71% -12.8% 95.5% 23.8 11.5 1.86 32.7% 2.22%

Performance Comparison: WTM vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for WTM
Total Return (including Dividends) WTM XLF S&P 500
1 Month -8.22% -2.11% -0.87%
3 Months -8.49% -4.92% -7.58%
12 Months -0.55% 22.69% 11.88%
5 Years 83.19% 144.89% 110.33%
Trend Score (consistency of price movement) WTM XLF S&P 500
1 Month -6.60% 27.8% 23%
3 Months -61.7% -81% -88.5%
12 Months 45.6% 83.7% 55.1%
5 Years 95.3% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #62 -6.25% -7.42%
3 Month #58 -3.75% -0.99%
12 Month #57 -18.9% -11.1%
5 Years #43 -25.2% -12.9%

FAQs

Does WTM White Mountains outperforms the market?

No, over the last 12 months WTM made -0.55%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months WTM made -8.49%, while XLF made -4.92%.

Performance Comparison WTM vs Indeces and Sectors

WTM vs. Indices WTM is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -2.63% -7.35% 0.26% -12.4%
US NASDAQ 100 QQQ -3.66% -9.62% -0.17% -13.2%
US Dow Jones Industrial 30 DIA -1.69% -5.04% 0.35% -9.75%
German DAX 40 DAX -1.40% -9.54% -19.3% -25.2%
Shanghai Shenzhen CSI 300 CSI 300 1.33% -5.40% 3.25% -6.51%
Hongkong Hang Seng HSI -1.64% -8.28% -1.66% -14.4%
India NIFTY 50 INDA 0.21% -12.3% -0.03% -3.62%
Brasil Bovespa EWZ -1.83% -12.8% -3.44% 5.27%

WTM vs. Sectors WTM is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -2.88% -7.17% -5.87% -24.5%
Consumer Discretionary XLY -2.71% -8.12% -2.25% -13.9%
Consumer Staples XLP 0.87% -8.42% -5.05% -11.8%
Energy XLE 1.85% 5.64% 6.05% 10.5%
Financial XLF -1.24% -6.11% -7.34% -23.2%
Health Care XLV -2.55% -4.43% 1.95% -2.27%
Industrial XLI -3.05% -8.33% -0.45% -10.1%
Materials XLB -2.02% -5.79% 7.67% 2.97%
Real Estate XLRE -1.11% -6.91% 1.15% -18.6%
Technology XLK -5.08% -9.91% 3.60% -8.28%
Utilities XLU 0.21% -8.28% -1.86% -22.4%
Aerospace & Defense XAR -3.58% -14.6% -13.3% -27.1%
Biotech XBI -3.93% -10.5% 12.9% 1.28%
Homebuilder XHB -1.94% -5.95% 15.1% 6.48%
Retail XRT -1.06% -7.66% 5.83% 2.19%

WTM vs. Commodities WTM is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 7.54% 9.59% 11.4% 18.4%
Natural Gas UNG -5.48% 14.3% -33.3% -16.5%
Gold GLD 0.90% -13.6% -21.4% -43.9%
Silver SLV 4.08% -3.73% -0.90% -23.6%
Copper CPER 6.97% 1.46% -5.91% -1.36%

WTM vs. Yields & Bonds WTM is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -1.52% -6.86% -0.43% -6.20%
iShares High Yield Corp. Bond HYG 0.17% -8.34% -3.82% -9.82%