(WTM) White Mountains - Performance 7.5% in 12m
Compare WTM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
80.38%
#18 in Group
Rel. Strength
60.16%
#3059 in Universe
Total Return 12m
7.51%
#53 in Group
Total Return 5y
105.23%
#38 in Group
P/E 21.5
72th Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG 9.93
95th Percentile in Group
FCF Yield 16.4%
91th Percentile in Group
12m Total Return: WTM (7.5%) vs XLF (20.6%)
5y Drawdown (Underwater) Chart
Top Performers in Property & Casualty Insurance
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 |
3.75% | 48.7% | 518% | 8.89 | 9.59 | 0.28 | 32.6% | 7.19% |
| IFC TO Intact Financial |
5.22% | 38.7% | 159% | 23.2 | 17.4 | 0.87 | -19.4% | -18.6% |
| PGR NYSE Progressive |
-0.28% | 38.3% | 314% | 19.4 | 18.7 | 0.13 | 61.5% | 12.3% |
| KNSL NYSE Kinsale Capital |
13.4% | -4.65% | 395% | 27.1 | 28.2 | 1.88 | 87.4% | 35.9% |
| AIZ NYSE Assurant |
0.78% | 14.7% | 135% | 14.3 | 12.8 | 1.46 | 35.9% | 10.5% |
| HCI NYSE HCI |
5.02% | 29.6% | 322% | 16.9 | 9.28 | 1.7 | 50.0% | -24.6% |
| SKWD NASDAQ Skyward Specialty Insurance |
-0.28% | 44.9% | 260% | 18.3 | 15.3 | 0.72 | 73.8% | 55.4% |
| SIGI NASDAQ Selective Insurance |
5.47% | -12.6% | 111% | 28.4 | 11.9 | 1.86 | -11.2% | -2.68% |
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 | 1.40% | -3.50% | -3.62% |
| 3 Months | -1.35% | 3.57% | -3.76% |
| 12 Months | 7.51% | 20.61% | 8.80% |
| 5 Years | 105.23% | 178.11% | 143.09% |
| Trend Score (consistency of price movement) | WTM | XLF | S&P 500 |
| 1 Month | 77.4% | 50.4% | -17.5% |
| 3 Months | -15.4% | 3.2% | -55.3% |
| 12 Months | 69.8% | 93.1% | 84.8% |
| 5 Years | 95.5% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #44 | 5.08% | 5.21% |
| 3 Month | #51 | -4.75% | 2.50% |
| 12 Month | #54 | -10.9% | -1.19% |
| 5 Years | #40 | -26.2% | -15.6% |
FAQs
Does WTM White Mountains outperforms the market?
No,
over the last 12 months WTM made 7.51%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.61%.
Over the last 3 months WTM made -1.35%, while XLF made 3.57%.
Over the last 3 months WTM made -1.35%, while XLF made 3.57%.
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 | 2.99% | 5.02% | 8.35% | -1.29% |
| US NASDAQ 100 | QQQ | 4.68% | 6.16% | 9.11% | 0.62% |
| US Dow Jones Industrial 30 | DIA | 1.93% | 4.11% | 7.32% | -0.35% |
| German DAX 40 | DAX | 3.07% | 4.21% | -9.44% | -14.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.0% | 1.13% | 16.6% | -1.57% |
| Hongkong Hang Seng | HSI | 0.19% | -1.08% | 12.7% | -10.7% |
| India NIFTY 50 | INDA | 2.37% | -5.40% | 19.3% | 7.65% |
| Brasil Bovespa | EWZ | 1.53% | -6.89% | 15.0% | 18.8% |
WTM vs. Sectors WTM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.90% | 5.54% | 0.36% | -11.1% |
| Consumer Discretionary | XLY | 3.58% | 7.02% | 7.18% | -2.78% |
| Consumer Staples | XLP | -3.48% | 2.95% | 7.48% | -3.27% |
| Energy | XLE | -0.36% | -6.47% | 1.25% | 5.43% |
| Financial | XLF | 1.82% | 4.90% | -3.60% | -13.1% |
| Health Care | XLV | 1.80% | 5.20% | 13.3% | 8.07% |
| Industrial | XLI | 2.46% | 3.02% | 9.57% | 0.49% |
| Materials | XLB | 0.72% | 1.71% | 17.0% | 12.6% |
| Real Estate | XLRE | -0.89% | 4.55% | 11.7% | -4.06% |
| Technology | XLK | 5.21% | 6.12% | 12.9% | 7.23% |
| Utilities | XLU | -2.30% | 1.05% | 9.05% | -17.3% |
| Aerospace & Defense | XAR | 5.33% | 1.71% | 5.25% | -9.75% |
| Biotech | XBI | 10.7% | 10.1% | 27.8% | 24.1% |
| Homebuilder | XHB | 2.89% | 2.89% | 29.1% | 18.6% |
| Retail | XRT | 1.41% | 4.05% | 15.1% | 17.0% |