Performance analysis of W.R. Berkley (WRB-P-E)
Annual Return
Over the past 3 years, WRB-P-E has had an average annual return of +2.77%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, WRB-P-E has had an average annual return of +1.12%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Apr 2, 2018, WRB-P-E has had an average annual return of +3.15%, underperforming the benchmark SPY, which returned +15.26% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.52% | +2.02% | -2.95% | +20.48% | -11.70% | +0.61% | +11.87% | +25% | -11.27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.17% | -0.27% | -5.65% | +3.22% | -0.09% | -1.63% | +0% | -1.52% | |||||
| 2025 | +0.52% | +0.52% | -3.96% | -1.18% | -0.74% | +6.59% | -0.48% | +4.03% | +0.08% | -1.86% | -1.23% | +0.11% | +2.02% |
| 2024 | -0.87% | +0.56% | +1.75% | -8.78% | +6.67% | -1.10% | +2.31% | +1.72% | +2.34% | +0.20% | +0.36% | -7.16% | -2.95% |
| 2023 | +11.12% | -2.31% | +2.98% | +1.44% | -6.86% | +3.19% | +0.17% | -4.47% | +1.18% | -1.79% | +7.28% | +8.36% | +20.48% |
| 2022 | -1.57% | -1.86% | -1.06% | -4.93% | +5.81% | -5.60% | +5.78% | -6.31% | +1.23% | -7.06% | +11.30% | -6.26% | -11.70% |
| 2021 | -4.68% | -0.08% | +1.70% | +1.53% | -0.59% | +1.62% | +0.33% | -0.81% | +0.24% | +4.24% | -6.48% | +4.13% | +0.61% |
| 2020 | +3.55% | -5.99% | -11.07% | +14.81% | +2.39% | -4.47% | +6.48% | +0.37% | -0.35% | +1.83% | +3.10% | +2.89% | +11.87% |
| 2019 | +14.20% | -0.92% | -0.24% | +1.09% | +0.24% | +6.78% | +0.90% | +3.02% | -4.75% | +1.81% | +1.89% | -0.36% | +25% |
| 2018 | -3.86% | +3.13% | +0.11% | +0.14% | +1.21% | -2.16% | -4.34% | -4.44% | -1.39% | -11.27% |
Drawdown analysis of W.R. Berkley (WRB-P-E)
The maximum drawdown for the WRB-P-E was -44.32%, occurring on Mar 18, 2020. Recovery took 102 trading sessions.
The current WRB-P-E drawdown is -9.12%.
Since Apr 2, 2018 WRB-P-E has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.32% | Feb 18, 2020 | 21 | Mar 18, 2020 | 102 | Aug 12, 2020 | 123 |
| -18.15% | Oct 29, 2021 | 255 | Nov 3, 2022 | 281 | Dec 18, 2023 | 536 |
| -15.38% | Jun 12, 2018 | 133 | Dec 20, 2018 | 27 | Jan 31, 2019 | 160 |
| -13.71% | Sep 13, 2024 | 171 | May 21, 2025 | 77 | Sep 11, 2025 | 248 |
| -10.56% | Mar 21, 2024 | 27 | Apr 30, 2024 | 91 | Sep 10, 2024 | 118 |
| -10.42% | Sep 16, 2025 | 135 | Mar 31, 2026 | Ongoing | Ongoing | Ongoing |
| -5.83% | Dec 31, 2020 | 17 | Jan 27, 2021 | 99 | Jun 18, 2021 | 116 |
| -5.06% | Sep 4, 2019 | 18 | Sep 30, 2019 | 66 | Jan 3, 2020 | 84 |
| -5.03% | Apr 2, 2018 | 17 | Apr 25, 2018 | 27 | Jun 4, 2018 | 44 |
| -4.69% | Aug 19, 2020 | 13 | Sep 8, 2020 | 43 | Nov 6, 2020 | 56 |
| -3.82% | Jun 25, 2021 | 71 | Oct 6, 2021 | 12 | Oct 22, 2021 | 83 |
| -3.79% | Jul 19, 2019 | 13 | Aug 7, 2019 | 14 | Aug 27, 2019 | 27 |
| -2.23% | Nov 16, 2020 | 2 | Nov 18, 2020 | 13 | Dec 8, 2020 | 15 |
| -1.98% | Jan 31, 2019 | 5 | Feb 7, 2019 | 17 | Mar 5, 2019 | 22 |
| -1.94% | Dec 29, 2023 | 12 | Jan 18, 2024 | 5 | Jan 25, 2024 | 17 |
| -1.94% | Mar 13, 2019 | 8 | Mar 25, 2019 | 16 | Apr 16, 2019 | 24 |
| -1.64% | Jan 10, 2020 | 10 | Jan 27, 2020 | 4 | Jan 31, 2020 | 14 |
| -1.63% | Jan 25, 2024 | 13 | Feb 13, 2024 | 16 | Mar 7, 2024 | 29 |
| -1.27% | Dec 10, 2020 | 2 | Dec 14, 2020 | 3 | Dec 17, 2020 | 5 |
| -1.13% | Apr 16, 2019 | 9 | Apr 30, 2019 | 24 | Jun 4, 2019 | 33 |
| -0.84% | Jan 31, 2020 | 4 | Feb 6, 2020 | 2 | Feb 10, 2020 | 6 |
| -0.84% | Mar 5, 2019 | 1 | Mar 6, 2019 | 5 | Mar 13, 2019 | 6 |
| -0.63% | Nov 9, 2020 | 2 | Nov 11, 2020 | 1 | Nov 12, 2020 | 3 |
| -0.52% | Mar 13, 2024 | 1 | Mar 14, 2024 | 2 | Mar 18, 2024 | 3 |
| -0.51% | Jun 4, 2019 | 1 | Jun 5, 2019 | 2 | Jun 7, 2019 | 3 |