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WRB: W. R. Berkley Corporation (STOCK)
Basic Info 68.57 2.26(3.41%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 02/23/2026 |
| 12-Mo. Yield | 2.52% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
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(%) | 7.9 | -2.1 | -4.7 | 24.4 | 17.6 | 17.5 | 15.9 | 11.7 | 13.7 | 23.0 | 27.2 | 0.2 | 33.9 | 27.4 | -3.1 | 43.7 | 5.0 | 9.4 | 23.6 | 7.4 | 20.4 | 15.6 | 12.3 | 26.3 | 11.8 | -20.0 | 4.5 | -13.3 | 9.0 | 51.7 | 35.2 | 32.6 | 10.8 | 14.0 | 126.6 | -38.6 | -22.3 | 29.8 | -5.3 | 43.5 | 7.2 | -18.5 | 41.1 | 22.1 | -6.8 | 36.5 | 23.0 | -8.1 | 14.2 | 135.5 | 9.5 | 22.7 | -15.4 | 10.6 | -17.5 |
| Sharpe Ratio | NA | -0.33 | -0.34 | 0.97 | 0.66 | 0.64 | NA | NA | 0.4 | 0.86 | 1.07 | -0.16 | 1.31 | 1.27 | -0.07 | 2.57 | 0.22 | 0.65 | 1.42 | 0.41 | 1.6 | 1.18 | 0.79 | 1.07 | 0.7 | -0.55 | 0.07 | -0.65 | 0.22 | 2.35 | 1.8 | 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 | 0.1 | 0.62 | -0.72 | 0.0 | -1.06 |
| Draw Down(%) | NA | 13.2 | 17.6 | 17.6 | 26.3 | 45.3 | NA | NA | 70.0 | 15.1 | 13.3 | 24.4 | 14.7 | 11.3 | 45.3 | 7.2 | 12.6 | 13.8 | 12.4 | 11.1 | 12.6 | 12.0 | 7.3 | 16.5 | 7.2 | 39.2 | 40.3 | 23.9 | 24.2 | 9.6 | 10.9 | 12.8 | 23.4 | 25.8 | 29.9 | 41.4 | 43.8 | 13.7 | 25.1 | 12.1 | 20.6 | 35.0 | 13.2 | 25.5 | 31.8 | 14.6 | 17.5 | 46.0 | 41.2 | 13.3 | 14.3 | 13.8 | 37.5 | 30.7 | 28.3 |
| Standard Deviation(%) | NA | 21.9 | 21.4 | 21.8 | 22.9 | 24.6 | NA | NA | 27.3 | 23.4 | 22.1 | 22.1 | 25.0 | 21.5 | 48.9 | 16.4 | 16.4 | 13.5 | 16.4 | 18.1 | 12.7 | 13.3 | 15.5 | 24.6 | 16.8 | 36.9 | 51.7 | 25.5 | 24.9 | 21.0 | 19.0 | 22.0 | 25.5 | 36.4 | 41.7 | 30.4 | 34.8 | 25.8 | 21.8 | 22.8 | 22.8 | 25.1 | 21.8 | 32.9 | 25.9 | 20.9 | 21.0 | 43.0 | 39.6 | 34.8 | 25.3 | 26.3 | 32.3 | 21.3 | 28.0 |
| Treynor Ratio | NA | 0.28 | 0.68 | 1.03 | 0.37 | 0.22 | NA | NA | 0.18 | 0.83 | 0.93 | -0.06 | 0.63 | 0.31 | -0.03 | 0.7 | 0.06 | 0.13 | 0.28 | 0.09 | 0.3 | 0.2 | 0.22 | 0.31 | 0.18 | -0.22 | 0.04 | -0.18 | 0.04 | 0.45 | 0.42 | 0.62 | 0.23 | 0.34 | 3.26 | -1.8 | -0.57 | 0.65 | -0.18 | 0.76 | 0.09 | -0.79 | -19.47 | 0.47 | -0.24 | 0.8 | 0.88 | -0.24 | 0.17 | 3.68 | 0.13 | 0.99 | -2.02 | 0.01 | -0.84 |
| Alpha | NA | 0.0 | -0.01 | 0.07 | 0.05 | 0.03 | NA | NA | 0.03 | 0.07 | 0.07 | -0.05 | 0.16 | 0.01 | -0.07 | 0.08 | 0.03 | -0.02 | 0.05 | 0.03 | 0.04 | -0.03 | 0.02 | 0.09 | 0.01 | -0.16 | 0.2 | -0.07 | -0.03 | 0.15 | 0.09 | 0.07 | 0.09 | 0.09 | 0.36 | -0.2 | -0.13 | 0.06 | -0.06 | 0.08 | 0.03 | -0.09 | 0.14 | 0.05 | -0.02 | 0.08 | 0.06 | -0.02 | 0.05 | 0.32 | 0.03 | 0.07 | -0.1 | 0.02 | -0.16 |
| Beta | NA | -0.26 | -0.11 | 0.21 | 0.4 | 0.72 | NA | NA | 0.6 | 0.24 | 0.25 | 0.53 | 0.51 | 0.88 | 1.15 | 0.6 | 0.6 | 0.68 | 0.84 | 0.8 | 0.68 | 0.79 | 0.56 | 0.84 | 0.63 | 0.93 | 0.85 | 0.94 | 1.28 | 1.09 | 0.82 | 0.51 | 0.43 | 0.34 | 0.38 | 0.23 | 0.45 | 0.4 | 0.48 | 0.52 | 0.45 | 0.26 | -0.02 | 0.38 | 0.51 | 0.38 | 0.21 | 0.52 | 0.58 | 0.35 | 0.19 | 0.16 | 0.12 | 0.11 | 0.35 |
| RSquared | NA | 0.03 | 0.0 | 0.02 | 0.09 | 0.28 | NA | NA | 0.15 | 0.04 | 0.02 | 0.1 | 0.25 | 0.29 | 0.66 | 0.21 | 0.39 | 0.12 | 0.45 | 0.46 | 0.37 | 0.44 | 0.21 | 0.63 | 0.47 | 0.48 | 0.44 | 0.35 | 0.26 | 0.28 | 0.23 | 0.16 | 0.19 | 0.04 | 0.04 | 0.02 | 0.07 | 0.08 | 0.07 | 0.03 | 0.04 | 0.01 | 0.0 | 0.03 | 0.1 | 0.06 | 0.03 | 0.15 | 0.06 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.05 |
| Yield(%) | N/A | 0.1 | 2.5 | 2.9 | 2.2 | 2.5 | 3.4 | 2.5 | N/A | 3.2 | 2.3 | 2.7 | 1.1 | 3.1 | 0.7 | 2.3 | 2.0 | 1.5 | 1.9 | 0.6 | 2.2 | 0.6 | 2.6 | 0.7 | 0.6 | 0.5 | 0.5 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | 0.3 | 0.2 | 0.1 | 0.1 | 0.3 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.5 | 0.0 | 0.7 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -95.1 | 15.5 | 25.9 | 49.2 | 333.6 | 1074.1 | 1440.1 | N/A | 12.8 | -15.0 | 107.5 | -53.7 | 327.7 | -71.9 | 20.5 | 35.3 | 3.5 | 240.9 | -68.7 | 292.8 | -73.0 | 377.4 | 14.8 | 12.5 | 4.3 | 15.0 | 25.0 | 30.7 | -1.9 | 2.5 | 16.6 | 2.0 | 0.0 | 0.0 | 7.9 | 25.3 | -72.1 | 330.9 | 9.4 | 9.0 | 11.4 | 12.9 | 8.8 | 6.5 | 0.9 | -84.5 | 1004.0 | -88.7 | 208.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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