W. R. Berkley Corporation (WRB)
Company Info
US0844231029
084423102
Sep 7, 1984
Highlights
$22.43B
$3.90
15.09
2.45
$13.17B
$9.54B
$2.08B
$44.64 - $64.86
$63.93
1.32%
2.92
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in W. R. Berkley Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
W. R. Berkley Corporation had a return of 27.30% year-to-date (YTD) and 28.22% in the last 12 months. Over the past 10 years, W. R. Berkley Corporation had an annualized return of 16.87%, outperforming the S&P 500 benchmark which had an annualized return of 11.06%.
WRB
27.30%
-4.84%
11.70%
28.22%
16.37%
16.87%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of WRB, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 15.78% | 2.10% | 5.93% | -12.97% | 5.27% | -2.27% | 5.24% | 8.29% | -4.43% | 0.78% | 12.91% | 27.30% | |
| 2023 | -2.68% | -5.63% | -5.79% | -5.36% | -5.50% | 7.17% | 3.58% | 0.28% | 3.61% | 6.19% | 7.61% | -1.68% | 0.25% |
| 2022 | 2.56% | 6.86% | 10.78% | -0.15% | 6.98% | -3.15% | -8.39% | 3.63% | -0.18% | 15.18% | 2.55% | -4.73% | 33.92% |
| 2021 | -6.44% | 11.57% | 8.86% | 5.80% | -2.17% | -3.74% | -1.69% | 2.92% | -2.65% | 8.77% | -3.72% | 9.09% | 27.39% |
| 2020 | 6.41% | -8.69% | -22.15% | 3.51% | 7.31% | -0.94% | 7.78% | 0.49% | -1.26% | -1.68% | 8.33% | 2.17% | -3.14% |
| 2019 | 4.03% | 8.80% | 1.45% | 8.53% | 1.47% | 6.99% | 5.25% | 2.68% | 1.53% | -3.23% | -1.50% | 1.62% | 43.80% |
| 2018 | 1.86% | -6.30% | 6.52% | 2.56% | 2.56% | -4.51% | 4.70% | 3.23% | 2.97% | -5.04% | 4.66% | -6.18% | 5.96% |
| 2017 | 1.05% | 5.67% | -0.37% | -3.75% | 1.49% | 1.20% | -0.29% | -3.38% | 0.37% | 2.76% | 1.76% | 3.66% | 10.21% |
| 2016 | -8.40% | 2.69% | 9.38% | -0.36% | 1.84% | 5.31% | -2.89% | 2.03% | -1.63% | -1.14% | 9.40% | 7.64% | 24.75% |
| 2015 | -4.43% | 1.88% | 1.42% | -3.01% | 0.02% | 6.23% | 7.30% | -2.58% | 0.39% | 2.68% | -0.09% | -1.63% | 7.77% |
| 2014 | -10.67% | 6.40% | 1.17% | 6.30% | 0.75% | 4.16% | -3.67% | 8.38% | -0.91% | 7.82% | 1.57% | 0.08% | 21.62% |
| 2013 | 9.09% | 0.80% | 7.14% | -2.14% | -5.64% | -0.02% | 3.69% | -2.95% | 4.49% | 2.45% | -0.05% | -0.91% | 16.04% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 84, WRB is among the top 16% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for W. R. Berkley Corporation (WRB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
W. R. Berkley Corporation provided a 2.38% dividend yield over the last twelve months, with an annual payout of $1.40 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.40 | $1.29 | $0.59 | $0.89 | $0.21 | $0.75 | $0.62 | $0.46 | $0.45 | $0.14 | $0.42 | $0.12 |
Dividend yield | 2.38% | 2.73% | 1.22% | 2.44% | 0.71% | 2.43% | 2.83% | 2.16% | 2.27% | 0.86% | 2.79% | 0.90% |
Monthly Dividends
The table displays the monthly dividend distributions for W. R. Berkley Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.58 | $1.40 |
| 2023 | $0.33 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $1.29 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.59 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.50 | $0.89 |
| 2020 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.21 |
| 2019 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.05 | $0.00 | $0.38 | $0.00 | $0.75 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.19 | $0.00 | $0.62 |
| 2017 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.04 | $0.00 | $0.19 | $0.00 | $0.46 |
| 2016 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.19 | $0.00 | $0.19 | $0.00 | $0.45 |
| 2015 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.04 | $0.00 | $0.14 |
| 2014 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.03 | $0.30 | $0.42 |
| 2013 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.03 | $0.00 | $0.12 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the W. R. Berkley Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the W. R. Berkley Corporation was 69.20%, occurring on Mar 8, 2000. Recovery took 203 trading sessions.
The current W. R. Berkley Corporation drawdown is 8.94%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.2% | Jun 24, 1998 | 431 | Mar 8, 2000 | 203 | Dec 26, 2000 | 634 |
| -54.39% | Apr 21, 2006 | 623 | Oct 9, 2008 | 901 | May 8, 2012 | 1524 |
| -50.69% | Jul 1, 1986 | 337 | Oct 28, 1987 | 463 | Aug 28, 1989 | 800 |
| -45.35% | Feb 20, 2020 | 23 | Mar 23, 2020 | 263 | Apr 8, 2021 | 286 |
| -34.56% | Feb 16, 1993 | 197 | Nov 24, 1993 | 513 | Dec 12, 1995 | 710 |
Volatility
Volatility Chart
The current W. R. Berkley Corporation volatility is 5.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of W. R. Berkley Corporation compared to its peers in the Insurance - Property & Casualty industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WRB in comparison to other companies of the Insurance - Property & Casualty industry. Currently, WRB has a PE value of 15.1. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WRB in comparison to other companies of the Insurance - Property & Casualty industry. Currently, WRB has a PEG value of 2.5. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for W. R. Berkley Corporation.
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Income Statement
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