Overview Performance Dividends Peer Group Options

(WRB) W. R. Berkley - Performance 23.4% in 12m

Compare WRB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 94.43%
#5 in Group
Rel. Strength 79.83%
#1549 in Universe
Total Return 12m 23.41%
#33 in Group
Total Return 5y 253.03%
#18 in Group
P/E 16.4
55th Percentile in Group
P/E Forward 14.9
62th Percentile in Group
PEG 16.6
100th Percentile in Group
FCF Yield 63.4%
79th Percentile in Group

12m Total Return: WRB (23.4%) vs XLF (20.6%)

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 23.4% in 12m

Top Performers in Property & Casualty Insurance

Short Term
Symbol 1w 1m 3m
WRB 9.05% 10.2% 21.3%
PRA 0.30% 45.6% 48.6%
ROOT -23.7% 0.80% 75.1%
HRTG 8.30% 29.5% 23.8%
Long Term
Symbol 6m 12m 5y
WRB 24% 23.4% 253%
KINS 83.1% 260% 271%
FFH 26.2% 48.7% 518%
HUIZ 257% 314% -58.9%
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		 3.75% 48.7% 518% 8.89 9.59 0.28 32.6% 7.19%
IFC TO
Intact Financial		 5.22% 38.7% 159% 23.2 17.4 0.87 -19.4% -18.6%
PGR NYSE
Progressive		 -0.28% 38.3% 314% 19.4 18.7 0.13 61.5% 12.3%
KNSL NYSE
Kinsale Capital		 13.4% -4.65% 395% 27.1 28.2 1.88 87.4% 35.9%
AIZ NYSE
Assurant		 0.78% 14.7% 135% 14.3 12.8 1.46 35.9% 10.5%
HCI NYSE
HCI		 5.02% 29.6% 322% 16.9 9.28 1.7 50.0% -24.6%
SKWD NASDAQ
Skyward Specialty Insurance		 -0.28% 44.9% 260% 18.3 15.3 0.72 73.8% 55.4%
SIGI NASDAQ
Selective Insurance		 5.47% -12.6% 111% 28.4 11.9 1.86 -11.2% -2.68%

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 10.23% -3.50% -3.62%
3 Months 21.25% 3.57% -3.76%
12 Months 23.41% 20.61% 8.80%
5 Years 253.03% 178.11% 143.09%
Trend Score (consistency of price movement) WRB XLF S&P 500
1 Month 88.7% 50.4% -17.5%
3 Months 94.4% 3.2% -55.3%
12 Months 88.5% 93.1% 84.8%
5 Years 93.9% 75.2% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #8 14.2% 14.4%
3 Month #11 17.1% 26.0%
12 Month #31 2.32% 13.4%
5 Years #21 26.9% 45.2%

FAQs

Does WRB W. R. Berkley outperforms the market?

Yes, over the last 12 months WRB made 23.41%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.61%.
Over the last 3 months WRB made 21.25%, while XLF made 3.57%.

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 11.6% 13.9% 24.8% 14.6%
US NASDAQ 100 QQQ 13.3% 15.0% 25.5% 16.5%
US Dow Jones Industrial 30 DIA 10.5% 12.9% 23.7% 15.6%
German DAX 40 DAX 11.7% 13.0% 6.96% 1.0%
Shanghai Shenzhen CSI 300 CSI 300 10.6% 9.96% 33.0% 14.3%
Hongkong Hang Seng HSI 8.77% 7.75% 29.1% 5.22%
India NIFTY 50 INDA 11.0% 3.43% 35.7% 23.6%
Brasil Bovespa EWZ 10.1% 1.94% 31.4% 34.7%

WRB vs. Sectors WRB is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 12.5% 14.4% 16.8% 4.81%
Consumer Discretionary XLY 12.2% 15.9% 23.6% 13.1%
Consumer Staples XLP 5.10% 11.8% 23.9% 12.6%
Energy XLE 8.22% 2.36% 17.7% 21.3%
Financial XLF 10.4% 13.7% 12.8% 2.80%
Health Care XLV 10.4% 14.0% 29.7% 24.0%
Industrial XLI 11.0% 11.9% 26.0% 16.4%
Materials XLB 9.30% 10.5% 33.4% 28.5%
Real Estate XLRE 7.69% 13.4% 28.1% 11.8%
Technology XLK 13.8% 15.0% 29.3% 23.1%
Utilities XLU 6.28% 9.88% 25.5% -1.44%
Aerospace & Defense XAR 13.9% 10.5% 21.7% 6.15%
Biotech XBI 19.3% 18.9% 44.2% 40.0%
Homebuilder XHB 11.5% 11.7% 45.5% 34.5%
Retail XRT 9.99% 12.9% 31.5% 32.9%

WRB vs. Commodities WRB is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 6.03% 5.10% 17.1% 26.7%
Natural Gas UNG 7.23% 15.9% -2.42% -11.1%
Gold GLD 5.78% 2.42% 6.95% -15.0%
Silver SLV 8.89% 3.69% 16.9% -10.6%
Copper CPER 12.6% -0.10% 13.8% -0.73%

WRB vs. Yields & Bonds WRB is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 7.12% 11.4% 29.5% 20.8%
iShares High Yield Corp. Bond HYG 9.47% 10.9% 22.6% 15.1%