WTM vs OBDC
Comparison between White Mountains Insurance Group Ltd (WTM, Company) and Blue Owl Capital Corp (OBDC, Company).
Both WTM and OBDC are from the Financial Services sector.
5-Year PerformanceWTM has outperformed OBDC, delivering a return of +13.9% compared to +5.3%
WTM vs OBDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WTM vs OBDC - Historical Returns
Returns include dividend reinvestment.
WTM vs OBDC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WTM | OBDC |
|---|---|---|
| 2026 | +6.19% | -8.94% |
| 2025 | +7.78% | -8.81% |
| 2024 | +28.89% | +15.02% |
| 2023 | +7.82% | +39.62% |
| 2022 | +40.13% | -9.92% |
| 2021 | +0.02% | +25.48% |
| 2020 | -10.78% | -19.05% |
| 2019 | +30.61% | +20.16% |
| 2018 | +1.26% | N/A |
| 2017 | +0.31% | N/A |
| 2016 | +16.25% | N/A |
| 2015 | +15.17% | N/A |
| 2014 | +5.05% | N/A |
| 2013 | +15.41% | N/A |
| 2012 | +13.20% | N/A |
| 2011 | +32.29% | N/A |
| 2010 | +0.31% | N/A |
| 2009 | +27.07% | N/A |
| 2008 | -46.61% | N/A |
| 2007 | -10.07% | N/A |
| 2006 | +5.94% | N/A |
| 2005 | -10.36% | N/A |
| 2004 | +42.59% | N/A |
| 2003 | +42.62% | N/A |
| 2002 | -7.44% | N/A |
| 2001 | +10.58% | N/A |
| 2000 | +172.82% | N/A |
| 1999 | -4.04% | N/A |
WTM vs OBDC Drawdown Comparison
The maximum drawdown for WTM was -77.48%, occurring on Mar 9, 2009. Recovery took 2327 trading sessions.
The maximum drawdown for OBDC was -56.04%, occurring on Mar 23, 2020. Recovery took 570 trading sessions.
The current WTM drawdown is -6.56%. The current OBDC drawdown is -19.63%.
| Rank | WTM | OBDC |
|---|---|---|
| #1 | -77.48% Sep 8, 2005 - Dec 5, 2014 | -56.04% Dec 27, 2019 - Apr 1, 2022 |
| #2 | -40.16% Feb 11, 2020 - Feb 10, 2021 | -28.12% Apr 14, 2022 - Jun 1, 2023 |
| #3 | -27.02% Jun 21, 2001 - May 12, 2003 | -23.90% Jul 17, 2025 - Mar 27, 2026 |
| #4 | -22.07% Feb 22, 2021 - Jun 7, 2022 | -17.93% Feb 19, 2025 - Jul 16, 2025 |
| #5 | -18.77% Nov 1, 1999 - Mar 14, 2000 | -13.20% May 31, 2024 - Feb 18, 2025 |
| #6 | -18.05% Nov 25, 2024 - Nov 26, 2025 | -11.00% Sep 19, 2019 - Nov 8, 2019 |
| #7 | -16.59% Mar 1, 2017 - Sep 14, 2018 | -6.12% Sep 28, 2023 - Nov 3, 2023 |
| #8 | -16.37% Mar 11, 2005 - Aug 19, 2005 | -5.72% Jul 31, 2023 - Sep 28, 2023 |
| #9 | -15.67% Apr 6, 2004 - Nov 18, 2004 | -3.97% Jan 22, 2024 - Feb 22, 2024 |
| #10 | -15.54% Sep 8, 2022 - Oct 28, 2022 | -3.85% Jun 16, 2023 - Jul 3, 2023 |
| #11 | -14.93% Feb 17, 2023 - Jul 20, 2023 | -3.30% Nov 14, 2019 - Dec 19, 2019 |
| #12 | -14.80% Sep 14, 2018 - May 31, 2019 | -2.09% Sep 6, 2019 - Sep 13, 2019 |
| #13 | -14.22% Apr 17, 2026 - Jun 11, 2026 | -2.05% Jun 7, 2023 - Jun 16, 2023 |
| #14 | -13.91% Jun 16, 2003 - Oct 3, 2003 | -1.94% Aug 13, 2019 - Sep 4, 2019 |
| #15 | -13.43% Nov 30, 2015 - Apr 1, 2016 | -1.73% Apr 8, 2024 - Apr 22, 2024 |
Correlation
Correlation between WTM and OBDC is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
WTM vs OBDC dividend yield comparison.
| Year | WTM | OBDC |
|---|---|---|
| 2026 | 0.05% | 6.32% |
| 2025 | 0.05% | 12.55% |
| 2024 | 0.05% | 11.38% |
| 2023 | 0.07% | 10.77% |
| 2022 | 0.07% | 11.17% |
| 2021 | 0.10% | 8.76% |
| 2020 | 0.10% | 12.32% |
| 2019 | 0.09% | 3.80% |
| 2018 | 0.12% | 0.00% |
| 2017 | 0.12% | 0.00% |
| 2016 | 0.12% | 0.00% |
| 2015 | 0.14% | 0.00% |
| 2014 | 0.16% | 0.00% |
| 2013 | 0.17% | 0.00% |
| 2012 | 0.19% | 0.00% |
| 2011 | 0.22% | 0.00% |
| 2010 | 0.30% | 0.00% |
| 2009 | 0.30% | 0.00% |
| 2008 | 3.00% | 0.00% |
| 2007 | 1.56% | 0.00% |
| 2006 | 1.38% | 0.00% |
| 2005 | 1.43% | 0.00% |
| 2004 | 0.15% | 0.00% |
| 2003 | 0.22% | 0.00% |
| 2002 | 0.31% | 0.00% |
| 2001 | 0.29% | 0.00% |
| 2000 | 0.25% | 0.00% |
| 1999 | 0.33% | 0.00% |
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