(WRB) W. R. Berkley - Performance 38.5% in 12m
Compare WRB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
94.63%
#5 in Group
Rel. Strength
87.58%
#995 in Universe
Total Return 12m
38.46%
#20 in Group
Total Return 5y
234.86%
#15 in Group
P/E 16.4
59th Percentile in Group
P/E Forward 15.1
62th Percentile in Group
PEG 16.7
100th Percentile in Group
FCF Yield 65.2%
78th Percentile in Group
12m Total Return: WRB (38.5%) vs XLF (17.8%)

5y Drawdown (Underwater) Chart

Top Performers in Property & Casualty Insurance
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
---|---|---|---|---|---|---|---|---|
FFH TO Fairfax Financial Holdings |
3.44% | 43.1% | 441% | 8.79 | 9.48 | 0.28 | 32.6% | 7.19% |
IFC TO Intact Financial |
5.31% | 38% | 150% | 23.8 | 17.9 | 0.87 | -19.4% | -18.6% |
KNSL NYSE Kinsale Capital |
1.86% | 6.03% | 356% | 27.4 | 27.2 | 1.81 | 87.4% | 35.5% |
ALL NYSE The Allstate |
-6.06% | 13.3% | 114% | 11.5 | 11 | 1.97 | 34.7% | 37.7% |
HCI NYSE HCI |
1.96% | 25.9% | 269% | 16.7 | 9.03 | 1.7 | 50.0% | -24.6% |
AIZ NYSE Assurant |
-8.77% | 10% | 93.2% | 12.7 | 11.8 | 1.46 | 30.3% | 10.6% |
SKWD NASDAQ Skyward Specialty Insurance |
4.3% | 50.2% | 266% | 18.3 | 15.5 | 0.72 | 52.2% | -11.8% |
SIGI NASDAQ Selective Insurance |
0.45% | -10.9% | 93.4% | 28.3 | 11.6 | 1.86 | -11.2% | -3.65% |
Performance Comparison: WRB vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for WRB
Total Return (including Dividends) | WRB | XLF | S&P 500 |
---|---|---|---|
1 Month | 11.14% | -4.85% | -6.73% |
3 Months | 25.30% | -5.54% | -11.93% |
12 Months | 38.46% | 17.83% | 7.24% |
5 Years | 234.86% | 133.06% | 100.61% |
Trend Score (consistency of price movement) | WRB | XLF | S&P 500 |
1 Month | 25.9% | -59.7% | -63.5% |
3 Months | 94.3% | -82.3% | -90.3% |
12 Months | 92.6% | 85.8% | 60.6% |
5 Years | 93.9% | 75.1% | 84.2% |
Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
1 Month | #5 | 16.8% | 19.2% |
3 Month | #9 | 32.6% | 42.3% |
12 Month | #20 | 17.5% | 29.1% |
5 Years | #17 | 43.7% | 66.9% |
FAQs
Does WRB W. R. Berkley outperforms the market?
Yes,
over the last 12 months WRB made 38.46%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 17.83%.
Over the last 3 months WRB made 25.30%, while XLF made -5.54%.
Over the last 3 months WRB made 25.30%, while XLF made -5.54%.
Performance Comparison WRB vs Indeces and Sectors
WRB vs. Indices WRB is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
US S&P 500 | SPY | 2.22% | 17.9% | 28.6% | 31.2% |
US NASDAQ 100 | QQQ | 1.74% | 18.5% | 28.4% | 30.9% |
US Dow Jones Industrial 30 | DIA | 4.25% | 18.1% | 28.0% | 34.0% |
German DAX 40 | DAX | 1.0% | 15.1% | 8.67% | 18.1% |
Shanghai Shenzhen CSI 300 | CSI 300 | 2.79% | 14.5% | 27.4% | 29.3% |
Hongkong Hang Seng | HSI | -0.45% | 14.9% | 24.0% | 21.7% |
India NIFTY 50 | INDA | 0.07% | 9.11% | 25.2% | 35.5% |
Brasil Bovespa | EWZ | -2.05% | 10.7% | 23.5% | 47.2% |
WRB vs. Sectors WRB is Over or Underperforming
Symbol | 1w | 1m | 6m | 12m | |
---|---|---|---|---|---|
Communication Services | XLC | 1.51% | 18.0% | 19.4% | 23.4% |
Consumer Discretionary | XLY | 0.78% | 18.0% | 23.3% | 27.2% |
Consumer Staples | XLP | 2.07% | 8.16% | 20.6% | 27.1% |
Energy | XLE | 2.15% | 23.6% | 29.9% | 51.2% |
Financial | XLF | 1.52% | 16.0% | 19.7% | 20.6% |
Health Care | XLV | 4.49% | 18.9% | 30.8% | 40.9% |
Industrial | XLI | 2.82% | 17.2% | 28.7% | 34.4% |
Materials | XLB | 2.48% | 17.0% | 35.8% | 44.4% |
Real Estate | XLRE | 2.45% | 14.4% | 28.9% | 23.7% |
Technology | XLK | 1.95% | 20.1% | 34.8% | 37.3% |
Utilities | XLU | 2.33% | 10.9% | 24.9% | 16.8% |
Aerospace & Defense | XAR | 3.67% | 14.3% | 19.2% | 16.6% |
Biotech | XBI | -1.20% | 22.1% | 40.0% | 44.9% |
Homebuilder | XHB | 0.69% | 19.3% | 43.3% | 49.0% |
Retail | XRT | 0.35% | 16.5% | 32.0% | 44.8% |