Overview Performance Dividends Peer Group Options

(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%)

Compare overall performance (total returns) of W. R. Berkley with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (WRB) W. R. Berkley - Performance 38.5% in 12m

Top Performers in Property & Casualty Insurance

Short Term
Symbol 1w 1m 3m
WRB 4.08% 11.1% 25.3%
HRTG 7.13% 38.0% 69.1%
PLMR 1.04% 12.6% 48.0%
PRA -1.25% -0.69% 55.7%
Long Term
Symbol 6m 12m 5y
WRB 21.8% 38.5% 235%
KINS 78.2% 320% 277%
ROOT 276% 149% -69.6%
HRTG 63.8% 87.0% 89.2%
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%.

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%

WRB vs. Commodities WRB is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 3.64% 20.3% 29.3% 53.4%
Natural Gas UNG 11.7% 35.0% 7.98% 36.6%
Gold GLD 5.32% 1.62% 0.76% -2.75%
Silver SLV 1.39% 9.14% 22.3% 16.2%
Copper CPER 0.50% 15.8% 10.2% 28.7%

WRB vs. Yields & Bonds WRB is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 5.20% 13.5% 25.0% 36.3%
iShares High Yield Corp. Bond HYG 3.20% 12.5% 20.4% 30.6%