White Mountains Insurance Group Ltd. trailing returns
White Mountains Insurance Group Ltd.'s 10-year return is +10.4% a year (CAGR) (+169.2% cumulative). How White Mountains Insurance Group Ltd. (WTM) has performed over the last day, week, month and year, over 5, 10, 20 and 30 years, and since inception, through October 20, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-20. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +2.1% | +0.0% | +2.1% | — |
| 5 days | +5.8% | +0.0% | +5.8% | — |
| 1 month | +7.4% | +0.0% | +7.4% | -2.7%Sep 30 |
| YTD | +6.5% | +0.0% | +6.6% | -14.2%Jun 11 |
| 1 year | +14.6% | +0.1% | +14.6% | -14.2%Jun 2026 |
| 5 years | +15.3% | +0.1% | +15.4%+104.4% | -18.1%Oct 2025 |
| 10 years | +10.3% | +0.1% | +10.4%+169.2% | -40.2%Mar 2020 |
| 20 years | +7.3% | +0.3% | +7.6%+336.4% | -75.3%Mar 2009 |
| 30 years | +11.3% | +0.5% | +11.8%+2703.4% | -78.6%Mar 2009 |
| Since inception (1986) | +10.6% | +0.4% | +11.0%+6741.7% | -78.6%Mar 2009 |
Growth of WTM#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+15.4%/year · +104.4%
- 10 years+10.4%/year · +169.2%
- 20 years+7.6%/year · +336.4%
- 30 years+11.8%/year · +2703.4%
- Since inception (1986)+11.0%/year · +6741.7%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-20). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in WTM's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is White Mountains Insurance Group Ltd.'s 10-year return?
- Over the last 10 years, White Mountains Insurance Group Ltd. (WTM) returned about +10.4% a year annualized (+169.2% cumulative total return).
- What is White Mountains Insurance Group Ltd.'s 20-year annualized return?
- Over the last 20 years, White Mountains Insurance Group Ltd. (WTM) compounded at about +7.6% a year (+336.4% cumulative).
- What is White Mountains Insurance Group Ltd.'s 30-year annualized return?
- Over the last 30 years, White Mountains Insurance Group Ltd. (WTM) compounded at about +11.8% a year (+2703.4% cumulative).
- What is White Mountains Insurance Group Ltd.'s return since inception?
- Since 1986, White Mountains Insurance Group Ltd. (WTM) has compounded at about +11.0% a year — +6741.7% in total.