Performance analysis of W.R. Berkley (WRB-P-H)
Annual Return
Over the past 3 years, WRB-P-H has had an average annual return of +0.48%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, WRB-P-H has had an average annual return of -5.52%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Feb 19, 2021, WRB-P-H has had an average annual return of -4.01%, underperforming the benchmark SPY, which returned +14.05% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.97% | -1.32% | -8.09% | +20.43% | -26.66% | +3% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.13% | +1.79% | -7.91% | +2.51% | -1.06% | -3.49% | +2.55% | -2.97% | |||||
| 2025 | -0% | +3.12% | -6.18% | -4.83% | -1.51% | +3.01% | +4.40% | +6.50% | +7.52% | -7.41% | -3.23% | -1.37% | -1.32% |
| 2024 | -4.01% | +2.18% | -0.24% | -6.11% | +0% | -2.90% | +5.71% | +3.46% | +9.03% | -6.99% | +0.10% | -7.19% | -8.09% |
| 2023 | +7.21% | -0.05% | -7.34% | +3.45% | -1.73% | +10.48% | -5.92% | -4.26% | -2.35% | -3.79% | +14.06% | +11.88% | +20.43% |
| 2022 | -3.60% | -8.05% | -0.69% | -11.16% | +2.22% | -13.50% | +18.03% | -9.75% | -3.07% | -8.57% | +20.94% | -7.10% | -26.66% |
| 2021 | -0.24% | -0.91% | +2.21% | +1.06% | +3.72% | +1.45% | -0.92% | -0.16% | +1.32% | -4.67% | +0.34% | +3% |
Drawdown analysis of W.R. Berkley (WRB-P-H)
The maximum drawdown for the WRB-P-H was -38.17%, occurring on Nov 7, 2022. This drawdown has not yet recovered.
The current WRB-P-H drawdown is -26.01%.
Since Feb 19, 2021 WRB-P-H 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 |
|---|---|---|---|---|---|---|
| -38.17% | Sep 16, 2021 | 288 | Nov 7, 2022 | Ongoing | Ongoing | Ongoing |
| -2.37% | Feb 19, 2021 | 9 | Mar 4, 2021 | 23 | Apr 7, 2021 | 32 |
| -1.76% | May 7, 2021 | 8 | May 19, 2021 | 9 | Jun 2, 2021 | 17 |
| -1.29% | Aug 6, 2021 | 9 | Aug 19, 2021 | 19 | Sep 16, 2021 | 28 |
| -1.01% | May 3, 2021 | 3 | May 6, 2021 | 1 | May 7, 2021 | 4 |
| -0.97% | Jul 2, 2021 | 6 | Jul 13, 2021 | 13 | Jul 30, 2021 | 19 |
| -0.89% | Apr 26, 2021 | 4 | Apr 30, 2021 | 1 | May 3, 2021 | 5 |
| -0.42% | Jun 11, 2021 | 3 | Jun 16, 2021 | 1 | Jun 17, 2021 | 4 |
| -0.39% | Jun 2, 2021 | 2 | Jun 4, 2021 | 4 | Jun 10, 2021 | 6 |
| -0.33% | Jun 28, 2021 | 1 | Jun 29, 2021 | 2 | Jul 1, 2021 | 3 |
| -0.20% | Apr 7, 2021 | 2 | Apr 9, 2021 | 1 | Apr 12, 2021 | 3 |
| -0.20% | Apr 12, 2021 | 1 | Apr 13, 2021 | 2 | Apr 15, 2021 | 3 |
| -0.20% | Apr 21, 2021 | 1 | Apr 22, 2021 | 1 | Apr 23, 2021 | 2 |
| -0.16% | Apr 15, 2021 | 3 | Apr 20, 2021 | 1 | Apr 21, 2021 | 4 |
| -0.07% | Aug 2, 2021 | 1 | Aug 3, 2021 | 1 | Aug 4, 2021 | 2 |