Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRB-PF (W.R. Berkley Corporation 5.10% Subordinated Debentures due 2059) | -0.33% | 4.31% | 0.30% | -0.97% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRB-PF (W.R. Berkley Corporation 5.10% Subordinated Debentures due 2059) | 12/19/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | 4.31 | 0.30 | -0.97 | NA | NA | NA | … | … | -0.33 | 2.62 | -8.06 | 23.29 | -20.18 | 6.11 | 10.99 | -0.32 |
| Sharpe Ratio | NA | 0.46 | 0.00 | -0.19 | NA | NA | NA | … | … | -0.08 | -0.02 | -0.91 | 0.98 | -1.09 | 0.69 | 0.24 | -3.50 |
| Standard Deviation(%) | NA | 10.85 | 13.50 | 15.53 | NA | NA | NA | … | … | 9.51 | 12.61 | 12.85 | 20.28 | 19.94 | 8.85 | 45.00 | 3.43 |
| Draw Down(%) | NA | 11.37 | 19.64 | 26.48 | NA | NA | NA | … | … | 9.53 | 10.11 | 15.58 | 15.81 | 26.48 | 4.64 | 44.52 | 0.63 |
| Yield(%) | 0.00 | 6.49 | 5.59 | 4.88 | 3.14 | 2.09 | 1.57 | … | … | 1.60 | 6.10 | 5.45 | 6.25 | 5.75 | 4.77 | 3.78 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRB-PF (W.R. Berkley Corporation 5.10% Subordinated Debentures due 2059) |
-4.54%
Oct 2020 – Oct 2023 |
-0.74%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRB-PF (W.R. Berkley Corporation 5.10% Subordinated Debentures due 2059) |
6.90%
Oct 2022 – Oct 2025 |
4.21%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart