PECO vs WTM
Comparison between Phillips Edison & Company Inc - New (PECO, Company) and White Mountains Insurance Group Ltd (WTM, Company).
PECO is from the Real Estate sector, while WTM is from the Financial Services sector.
5-Year PerformanceWTM has outperformed PECO, delivering a return of +13.8% compared to +9.7%
PECO vs WTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PECO vs WTM - Historical Returns
Returns include dividend reinvestment.
PECO vs WTM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PECO | WTM |
|---|---|---|
| 2026 | +16.88% | +4.92% |
| 2025 | -0.23% | +7.78% |
| 2024 | +5.73% | +28.89% |
| 2023 | +18.90% | +7.82% |
| 2022 | -2.16% | +40.13% |
| 2021 | +20.41% | +0.02% |
| 2020 | N/A | -10.78% |
| 2019 | N/A | +30.61% |
| 2018 | N/A | +1.26% |
| 2017 | N/A | +0.31% |
| 2016 | N/A | +16.25% |
| 2015 | N/A | +15.17% |
| 2014 | N/A | +5.05% |
| 2013 | N/A | +15.41% |
| 2012 | N/A | +13.20% |
| 2011 | N/A | +32.29% |
| 2010 | N/A | +0.31% |
| 2009 | N/A | +27.07% |
| 2008 | N/A | -46.61% |
| 2007 | N/A | -10.07% |
| 2006 | N/A | +5.94% |
| 2005 | N/A | -10.36% |
| 2004 | N/A | +42.59% |
| 2003 | N/A | +42.62% |
| 2002 | N/A | -7.44% |
| 2001 | N/A | +10.58% |
| 2000 | N/A | +172.82% |
| 1999 | N/A | -4.04% |
PECO vs WTM Drawdown Comparison
The maximum drawdown for PECO was -23.13%, occurring on Sep 29, 2022. Recovery took 311 trading sessions.
The maximum drawdown for WTM was -77.48%, occurring on Mar 9, 2009. Recovery took 2327 trading sessions.
The current PECO drawdown is -8.13%. The current WTM drawdown is -7.67%.
| Rank | PECO | WTM |
|---|---|---|
| #1 | -23.13% Apr 21, 2022 - Jul 19, 2023 | -77.48% Sep 8, 2005 - Dec 5, 2014 |
| #2 | -15.77% Dec 14, 2023 - Aug 23, 2024 | -40.16% Feb 11, 2020 - Feb 10, 2021 |
| #3 | -15.06% Nov 27, 2024 - Feb 13, 2026 | -27.02% Jun 21, 2001 - May 12, 2003 |
| #4 | -12.31% Jan 13, 2022 - Mar 7, 2022 | -22.07% Feb 22, 2021 - Jun 7, 2022 |
| #5 | -9.88% Jul 17, 2026 - Aug 11, 2026 | -18.77% Nov 1, 1999 - Mar 14, 2000 |
| #6 | -9.82% Aug 10, 2023 - Dec 4, 2023 | -18.05% Nov 25, 2024 - Nov 26, 2025 |
| #7 | -9.23% Nov 18, 2021 - Jan 5, 2022 | -16.59% Mar 1, 2017 - Sep 14, 2018 |
| #8 | -7.96% Mar 8, 2022 - Mar 29, 2022 | -16.37% Mar 11, 2005 - Aug 19, 2005 |
| #9 | -7.51% Sep 16, 2024 - Nov 6, 2024 | -15.67% Apr 6, 2004 - Nov 18, 2004 |
| #10 | -7.18% Mar 2, 2026 - Apr 17, 2026 | -15.54% Sep 8, 2022 - Oct 28, 2022 |
| #11 | -5.81% Oct 12, 2021 - Nov 3, 2021 | -14.93% Feb 17, 2023 - Jul 20, 2023 |
| #12 | -5.17% Aug 11, 2021 - Sep 28, 2021 | -14.80% Sep 14, 2018 - May 31, 2019 |
| #13 | -4.58% May 27, 2026 - Jun 9, 2026 | -14.22% Apr 17, 2026 - Jun 11, 2026 |
| #14 | -3.41% Apr 17, 2026 - Apr 27, 2026 | -13.91% Jun 16, 2003 - Oct 3, 2003 |
| #15 | -3.30% Jun 12, 2026 - Jun 24, 2026 | -13.43% Nov 30, 2015 - Apr 1, 2016 |
Correlation
Correlation between PECO and WTM is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
PECO vs WTM dividend yield comparison.
| Year | PECO | WTM |
|---|---|---|
| 2026 | 1.88% | 0.05% |
| 2025 | 3.52% | 0.05% |
| 2024 | 3.18% | 0.05% |
| 2023 | 3.12% | 0.07% |
| 2022 | 3.43% | 0.07% |
| 2021 | 1.33% | 0.10% |
| 2020 | 0.00% | 0.10% |
| 2019 | 0.00% | 0.09% |
| 2018 | 0.00% | 0.12% |
| 2017 | 0.00% | 0.12% |
| 2016 | 0.00% | 0.12% |
| 2015 | 0.00% | 0.14% |
| 2014 | 0.00% | 0.16% |
| 2013 | 0.00% | 0.17% |
| 2012 | 0.00% | 0.19% |
| 2011 | 0.00% | 0.22% |
| 2010 | 0.00% | 0.30% |
| 2009 | 0.00% | 0.30% |
| 2008 | 0.00% | 3.00% |
| 2007 | 0.00% | 1.56% |
| 2006 | 0.00% | 1.38% |
| 2005 | 0.00% | 1.43% |
| 2004 | 0.00% | 0.15% |
| 2003 | 0.00% | 0.22% |
| 2002 | 0.00% | 0.31% |
| 2001 | 0.00% | 0.29% |
| 2000 | 0.00% | 0.25% |
| 1999 | 0.00% | 0.33% |
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