Performance analysis of W.R. Berkley (WRB)
Annual Return
Over the past 3 years, WRB has had an average annual return of +24.37%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, WRB has had an average annual return of +19.68%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, WRB has had an average annual return of +18.08%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, WRB has had an average annual return of +18.03%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.04% | +22.99% | +27.18% | +0.24% | +33.88% | +27.33% | -3.15% | +43.83% | +5.96% | +10.18% | +24.75% | +7.76% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +21.61% | +16.03% | +13.59% | +26.85% | +12.25% | -19.71% | +4.91% | -13.06% | +9.10% | +52.01% | +35.62% | +33.16% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +11.72% | +15.10% | +129.09% | -7.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.20% | +4.68% | -7.56% | +0.83% | -4.92% | +13.12% | +2.34% | +5.04% | |||||
| 2025 | +0.53% | +7.22% | +12.95% | +0.74% | +4.18% | -0.85% | -6.34% | +4.19% | +7.01% | -6.89% | +8.90% | -8.32% | +22.99% |
| 2024 | +15.78% | +2.10% | +5.93% | -12.97% | +5.27% | -2.28% | +5.24% | +8.29% | -4.43% | +0.78% | +12.91% | -8.46% | +27.18% |
| 2023 | -2.69% | -5.63% | -5.79% | -5.36% | -5.50% | +7.17% | +3.58% | +0.28% | +3.60% | +6.19% | +7.61% | -1.68% | +0.24% |
| 2022 | +2.56% | +6.86% | +10.78% | -0.15% | +6.98% | -3.19% | -8.39% | +3.63% | -0.18% | +15.18% | +2.55% | -4.73% | +33.88% |
| 2021 | -6.44% | +11.57% | +8.86% | +5.80% | -2.17% | -3.75% | -1.69% | +2.92% | -2.65% | +8.77% | -3.72% | +9.05% | +27.33% |
| 2020 | +6.41% | -8.69% | -22.16% | +3.51% | +7.32% | -0.93% | +7.79% | +0.49% | -1.27% | -1.68% | +8.33% | +2.17% | -3.15% |
| 2019 | +4.03% | +8.80% | +1.45% | +8.53% | +1.47% | +6.99% | +5.25% | +2.68% | +1.53% | -3.23% | -1.48% | +1.62% | +43.83% |
| 2018 | +1.86% | -6.30% | +6.52% | +2.56% | +2.56% | -4.52% | +4.70% | +3.23% | +2.97% | -5.04% | +4.66% | -6.18% | +5.96% |
| 2017 | +1.05% | +5.67% | -0.37% | -3.75% | +1.49% | +1.20% | -0.29% | -3.38% | +0.37% | +2.76% | +1.73% | +3.66% | +10.18% |
Drawdown analysis of W.R. Berkley (WRB)
The maximum drawdown for the WRB was -54.39%, occurring on Oct 9, 2008. Recovery took 901 trading sessions.
The current WRB drawdown is -4.65%.
Since Nov 1, 1999 WRB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.39% | Apr 20, 2006 | 623 | Oct 9, 2008 | 901 | May 8, 2012 | 1524 |
| -45.35% | Feb 19, 2020 | 23 | Mar 23, 2020 | 263 | Apr 8, 2021 | 286 |
| -37.36% | Nov 3, 1999 | 86 | Mar 8, 2000 | 98 | Jul 27, 2000 | 184 |
| -26.29% | Nov 30, 2022 | 124 | May 31, 2023 | 151 | Jan 5, 2024 | 275 |
| -25.93% | Dec 26, 2000 | 24 | Jan 31, 2001 | 26 | Mar 9, 2001 | 50 |
| -23.20% | May 1, 2002 | 54 | Jul 18, 2002 | 122 | Jan 10, 2003 | 176 |
| -20.36% | Mar 9, 2001 | 122 | Aug 31, 2001 | 15 | Sep 28, 2001 | 137 |
| -17.63% | Oct 14, 2025 | 156 | May 29, 2026 | Ongoing | Ongoing | Ongoing |
| -17.55% | Aug 17, 2015 | 110 | Jan 25, 2016 | 110 | Jun 30, 2016 | 220 |
| -16.42% | Nov 6, 2001 | 53 | Jan 24, 2002 | 49 | Apr 5, 2002 | 102 |
| -15.84% | Apr 11, 2013 | 205 | Feb 3, 2014 | 65 | May 7, 2014 | 270 |
| -14.70% | Jun 7, 2022 | 38 | Aug 2, 2022 | 54 | Oct 18, 2022 | 92 |
| -13.51% | Mar 15, 2017 | 122 | Sep 7, 2017 | 78 | Dec 28, 2017 | 200 |
| -13.33% | Mar 28, 2024 | 20 | Apr 26, 2024 | 84 | Aug 27, 2024 | 104 |
| -12.62% | Oct 8, 2003 | 47 | Dec 15, 2003 | 18 | Jan 12, 2004 | 65 |
| -12.24% | Sep 28, 2018 | 59 | Dec 24, 2018 | 28 | Feb 5, 2019 | 87 |
| -11.84% | Nov 27, 2024 | 28 | Jan 10, 2025 | 50 | Mar 25, 2025 | 78 |
| -11.83% | Jul 3, 2003 | 13 | Jul 23, 2003 | 50 | Oct 2, 2003 | 63 |
| -11.34% | May 7, 2021 | 89 | Sep 14, 2021 | 28 | Oct 22, 2021 | 117 |
| -10.78% | Jul 15, 2004 | 67 | Oct 19, 2004 | 12 | Nov 4, 2004 | 79 |
| -10.48% | Aug 1, 2000 | 14 | Aug 21, 2000 | 7 | Aug 30, 2000 | 21 |
| -10.40% | Nov 23, 2021 | 5 | Dec 1, 2021 | 26 | Jan 7, 2022 | 31 |
| -9.83% | Apr 6, 2004 | 25 | May 12, 2004 | 25 | Jun 18, 2004 | 50 |
| -9.81% | Mar 28, 2025 | 6 | Apr 7, 2025 | 12 | Apr 24, 2025 | 18 |
| -9.63% | Feb 16, 2005 | 45 | Apr 22, 2005 | 26 | May 31, 2005 | 71 |