Performance analysis of W.R. Berkley (WRB-P-F)
Annual Return
Over the past 3 years, WRB-P-F has had an average annual return of +1.46%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, WRB-P-F has had an average annual return of -1.61%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Dec 19, 2019, WRB-P-F has had an average annual return of +0.72%, underperforming the benchmark SPY, which returned +15.17% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.14% | +2.14% | -8.04% | +23.23% | -21.12% | +6.08% | +10.99% | -0.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.12% | -2.12% | -5.79% | +3.07% | -0.15% | -2.65% | -0.19% | -2.14% | |||||
| 2025 | +2.94% | -0.15% | -4.03% | -2.32% | -1.29% | +8.56% | -2.64% | +2.56% | +6.33% | -4.44% | -1.61% | -0.91% | +2.14% |
| 2024 | -1.02% | -0.98% | -0.42% | -6.84% | +0.67% | +0.70% | +1.80% | +5.36% | +5.34% | -4.34% | +1.50% | -9.05% | -8.04% |
| 2023 | +12.67% | -2.32% | -3.65% | +6.29% | -4.00% | +5.14% | -3.80% | -4.41% | -3.85% | +0.05% | +13.79% | +7.60% | +23.23% |
| 2022 | -5.39% | -2.87% | -1.28% | -11.56% | +7.60% | -7.49% | +10.45% | -6.98% | -0.65% | -5.93% | +11.80% | -7.99% | -21.12% |
| 2021 | -2.60% | -0.99% | +3.26% | -0.61% | +2.28% | +1.63% | +1.26% | -1.31% | -0.54% | +1.06% | -1.86% | +4.61% | +6.08% |
| 2020 | +3.06% | -2.89% | -14.51% | +13.32% | +1.68% | -2.38% | +7.07% | +1.99% | +1.63% | +1.87% | +2.06% | -0.04% | +10.99% |
| 2019 | -0.32% | -0.32% |
Drawdown analysis of W.R. Berkley (WRB-P-F)
The maximum drawdown for the WRB-P-F was -44.52%, occurring on Mar 18, 2020. Recovery took 108 trading sessions.
The current WRB-P-F drawdown is -15.18%.
Since Dec 19, 2019 WRB-P-F has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.52% | Feb 20, 2020 | 19 | Mar 18, 2020 | 108 | Aug 20, 2020 | 127 |
| -27.34% | Dec 31, 2021 | 203 | Oct 21, 2022 | 474 | Sep 12, 2024 | 677 |
| -19.63% | Sep 23, 2024 | 141 | Apr 16, 2025 | Ongoing | Ongoing | Ongoing |
| -5.52% | Nov 20, 2020 | 34 | Jan 12, 2021 | 57 | Apr 6, 2021 | 91 |
| -3.86% | Aug 6, 2021 | 44 | Oct 8, 2021 | 57 | Dec 30, 2021 | 101 |
| -3.53% | Apr 6, 2021 | 31 | May 19, 2021 | 9 | Jun 2, 2021 | 40 |
| -2.26% | Oct 23, 2020 | 3 | Oct 28, 2020 | 6 | Nov 5, 2020 | 9 |
| -2.24% | Aug 28, 2020 | 6 | Sep 8, 2020 | 7 | Sep 17, 2020 | 13 |
| -1.79% | Jul 9, 2021 | 6 | Jul 19, 2021 | 9 | Jul 30, 2021 | 15 |
| -1.52% | Sep 17, 2020 | 5 | Sep 24, 2020 | 1 | Sep 25, 2020 | 6 |
| -1.42% | Oct 7, 2020 | 10 | Oct 21, 2020 | 2 | Oct 23, 2020 | 12 |
| -1.06% | Nov 9, 2020 | 2 | Nov 11, 2020 | 3 | Nov 16, 2020 | 5 |
| -1.02% | Sep 29, 2020 | 1 | Sep 30, 2020 | 1 | Oct 1, 2020 | 2 |
| -0.96% | Jan 29, 2020 | 4 | Feb 4, 2020 | 8 | Feb 14, 2020 | 12 |
| -0.66% | Nov 5, 2020 | 1 | Nov 6, 2020 | 1 | Nov 9, 2020 | 2 |
| -0.66% | Jan 13, 2020 | 2 | Jan 15, 2020 | 5 | Jan 23, 2020 | 7 |
| -0.66% | Jun 22, 2021 | 5 | Jun 29, 2021 | 4 | Jul 6, 2021 | 9 |
| -0.64% | Dec 23, 2019 | 4 | Dec 30, 2019 | 6 | Jan 8, 2020 | 10 |
| -0.63% | Jun 4, 2021 | 7 | Jun 15, 2021 | 2 | Jun 17, 2021 | 9 |
| -0.40% | Jun 17, 2021 | 1 | Jun 18, 2021 | 2 | Jun 22, 2021 | 3 |
| -0.23% | Aug 3, 2021 | 1 | Aug 4, 2021 | 1 | Aug 5, 2021 | 2 |
| -0.22% | Nov 18, 2020 | 1 | Nov 19, 2020 | 1 | Nov 20, 2020 | 2 |
| -0.19% | Jun 2, 2021 | 1 | Jun 3, 2021 | 1 | Jun 4, 2021 | 2 |
| -0.17% | Sep 13, 2024 | 1 | Sep 16, 2024 | 1 | Sep 17, 2024 | 2 |
| -0.15% | Jul 6, 2021 | 1 | Jul 7, 2021 | 2 | Jul 9, 2021 | 3 |