Performance analysis of W.R. Berkley (WRB-P-G)
Annual Return
Over the past 3 years, WRB-P-G has had an average annual return of -1.58%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, WRB-P-G has had an average annual return of -4.99%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Sep 24, 2020, WRB-P-G has had an average annual return of -3.19%, underperforming the benchmark SPY, which returned +16.78% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.63% | -1.64% | -13.60% | +24.65% | -26.07% | +2.84% | +4.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.61% | +0.69% | -7.12% | +2.18% | -1.28% | -2.85% | +1.65% | -1.63% | |||||
| 2025 | -0.50% | +1.12% | -4.10% | -3.94% | -1.16% | +2.54% | +4% | +4.25% | +4.32% | -4.57% | -1.16% | -1.83% | -1.64% |
| 2024 | -1.60% | +1.58% | -6.77% | -6.96% | -0.64% | +1.21% | +2.48% | +5.62% | +4.72% | -5.96% | -1.03% | -6.06% | -13.60% |
| 2023 | +7.55% | -2.36% | +1.02% | +2.07% | -2.02% | +3.55% | +0.96% | -3.41% | -1.38% | -4.68% | +11.74% | +10.78% | +24.65% |
| 2022 | -7.13% | -7.48% | -5.41% | -11.43% | +5.47% | -10.13% | +14.50% | -7.45% | -7.49% | -2.24% | +19.93% | -5.73% | -26.07% |
| 2021 | -2.09% | -2.26% | +1.27% | -0.62% | +1.18% | +4.14% | +1.42% | -0.92% | +2.20% | -0.11% | -4.36% | +3.29% | +2.84% |
| 2020 | +3.54% | -1.54% | +1.98% | +0.46% | +4.45% |
Drawdown analysis of W.R. Berkley (WRB-P-G)
The maximum drawdown for the WRB-P-G was -37.77%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current WRB-P-G drawdown is -24.41%.
Since Sep 24, 2020 WRB-P-G has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.77% | Nov 8, 2021 | 241 | Oct 24, 2022 | Ongoing | Ongoing | Ongoing |
| -6.67% | Jan 4, 2021 | 51 | Mar 18, 2021 | 63 | Jun 17, 2021 | 114 |
| -2.86% | Sep 16, 2021 | 17 | Oct 11, 2021 | 20 | Nov 8, 2021 | 37 |
| -2.08% | Aug 5, 2021 | 18 | Aug 31, 2021 | 11 | Sep 16, 2021 | 29 |
| -1.88% | Sep 29, 2020 | 22 | Oct 29, 2020 | 7 | Nov 9, 2020 | 29 |
| -1.18% | Nov 9, 2020 | 24 | Dec 14, 2020 | 8 | Dec 24, 2020 | 32 |
| -0.96% | Jun 28, 2021 | 2 | Jun 30, 2021 | 2 | Jul 2, 2021 | 4 |
| -0.77% | Jul 2, 2021 | 3 | Jul 8, 2021 | 2 | Jul 12, 2021 | 5 |
| -0.66% | Jul 12, 2021 | 1 | Jul 13, 2021 | 13 | Jul 30, 2021 | 14 |
| -0.60% | Jun 17, 2021 | 2 | Jun 21, 2021 | 2 | Jun 23, 2021 | 4 |
| -0.34% | Dec 24, 2020 | 1 | Dec 28, 2020 | 4 | Jan 4, 2021 | 5 |
| -0.15% | Jul 30, 2021 | 1 | Aug 2, 2021 | 1 | Aug 3, 2021 | 2 |