Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRB (W. R. Berkley Corporation) | -5.31% | -8.05% | 23.01% | 16.80% | 17.12% | 15.69% | 11.48% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRB (W. R. Berkley Corporation) | 03/17/1980 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.13 | -8.05 | 23.01 | 16.80 | 17.12 | 15.69 | 11.48 | … | … | -5.31 | 23.02 | 27.19 | 0.25 | 33.92 | 27.39 | -3.14 | 43.69 | 5.00 | 9.36 | 23.61 | 7.40 | 20.37 | 15.61 | 12.26 | 26.33 | 11.79 | -20.03 | 4.53 | -13.29 | 8.98 | 51.70 | 35.20 | 32.60 | 10.80 | 13.95 | 126.62 | -38.56 | -22.25 | 29.80 | -5.27 | 43.46 | 7.24 | -18.54 | 41.09 | 22.10 | -6.78 | 36.52 | 23.02 | -8.12 | 14.17 | 135.46 | 9.51 | 22.73 | -15.39 | 10.65 | -17.55 |
| Sharpe Ratio | NA | -0.69 | 0.87 | 0.57 | 0.61 | NA | NA | … | … | -1.11 | 0.86 | 1.07 | -0.16 | 1.31 | 1.27 | -0.07 | 2.57 | 0.22 | 0.65 | 1.42 | 0.41 | 1.60 | 1.18 | 0.79 | 1.07 | 0.70 | -0.55 | 0.07 | -0.65 | 0.22 | 2.35 | 1.80 | 1.45 | 0.38 | 0.32 | 2.93 | -1.38 | -0.74 | 1.01 | -0.41 | 1.73 | 0.18 | -0.82 | 1.75 | 0.55 | -0.47 | 1.46 | 0.86 | -0.29 | 0.25 | 3.73 | 0.10 | 0.62 | -0.72 | 0.00 | -1.06 |
| Standard Deviation(%) | NA | 21.07 | 21.81 | 22.82 | 24.59 | NA | NA | … | … | 21.41 | 23.43 | 22.09 | 22.09 | 24.99 | 21.52 | 48.94 | 16.42 | 16.44 | 13.49 | 16.43 | 18.13 | 12.74 | 13.25 | 15.55 | 24.63 | 16.76 | 36.90 | 51.69 | 25.49 | 24.92 | 21.00 | 19.04 | 22.00 | 25.54 | 36.42 | 41.71 | 30.42 | 34.84 | 25.78 | 21.77 | 22.84 | 22.78 | 25.05 | 21.79 | 32.87 | 25.86 | 20.92 | 20.98 | 42.99 | 39.63 | 34.80 | 25.27 | 26.34 | 32.25 | 21.26 | 28.03 |
| Draw Down(%) | NA | 17.62 | 17.62 | 26.29 | 45.35 | NA | NA | … | … | 13.24 | 15.10 | 13.33 | 24.42 | 14.67 | 11.34 | 45.35 | 7.24 | 12.56 | 13.77 | 12.42 | 11.08 | 12.58 | 11.97 | 7.35 | 16.52 | 7.25 | 39.16 | 40.25 | 23.85 | 24.24 | 9.61 | 10.88 | 12.76 | 23.36 | 25.83 | 29.94 | 41.35 | 43.84 | 13.74 | 25.08 | 12.10 | 20.65 | 34.97 | 13.18 | 25.55 | 31.82 | 14.58 | 17.54 | 45.95 | 41.24 | 13.33 | 14.29 | 13.82 | 37.49 | 30.67 | 28.31 |
| Yield(%) | 0.00 | 2.51 | 2.85 | 2.16 | 2.47 | 3.37 | 2.53 | … | … | 0.13 | 3.19 | 2.27 | 2.66 | 1.14 | 3.10 | 0.68 | 2.31 | 1.98 | 1.54 | 1.86 | 0.57 | 2.16 | 0.61 | 2.55 | 0.66 | 0.65 | 0.46 | 0.47 | 0.34 | 0.19 | 0.15 | 0.21 | 0.18 | 0.12 | 0.13 | 0.30 | 0.18 | 0.13 | 0.09 | 0.30 | 0.10 | 0.10 | 0.07 | 0.09 | 0.07 | 0.05 | 0.07 | 0.09 | 0.50 | 0.04 | 0.75 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRB (W. R. Berkley Corporation) |
-22.18%
Feb 1997 – Feb 2000 |
-7.42%
Feb 1995 – Feb 2000 |
-0.24%
Feb 1990 – Feb 2000 |
5.73%
Aug 1986 – Aug 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRB (W. R. Berkley Corporation) |
67.01%
Mar 1983 – Mar 1986 |
48.65%
Feb 2000 – Feb 2005 |
25.45%
Feb 1983 – Feb 1993 |
20.87%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart