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FRFHF vs. WRB
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

FRFHF vs. WRB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fairfax Financial Holdings Ltd (FRFHF) and W. R. Berkley Corporation (WRB). The values are adjusted to include any dividend payments, if applicable.

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FRFHF vs. WRB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FRFHF
Fairfax Financial Holdings Ltd
-10.07%38.79%53.39%57.56%23.17%48.23%-25.75%8.88%-15.44%11.34%
WRB
W. R. Berkley Corporation
-5.36%23.02%27.19%0.25%33.92%27.39%-3.14%43.80%5.96%10.21%

Fundamentals

EPS

FRFHF:

$236.54

WRB:

$4.76

PE Ratio

FRFHF:

7.20

WRB:

13.92

PEG Ratio

FRFHF:

0.18

WRB:

0.34

PS Ratio

FRFHF:

0.74

WRB:

1.81

Total Revenue (TTM)

FRFHF:

$46.66B

WRB:

$14.65B

Gross Profit (TTM)

FRFHF:

$22.64B

WRB:

$3.07B

EBITDA (TTM)

FRFHF:

$7.92B

WRB:

$2.52B

Returns By Period

In the year-to-date period, FRFHF achieves a -10.07% return, which is significantly lower than WRB's -5.36% return. Over the past 10 years, FRFHF has underperformed WRB with an annualized return of 13.87%, while WRB has yielded a comparatively higher 17.34% annualized return.


FRFHF

1D
2.64%
1M
-1.10%
YTD
-10.07%
6M
-1.85%
1Y
18.56%
3Y*
38.39%
5Y*
32.90%
10Y*
13.87%

WRB

1D
0.05%
1M
-7.56%
YTD
-5.36%
6M
-12.00%
1Y
-4.37%
3Y*
19.72%
5Y*
17.04%
10Y*
17.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

FRFHF vs. WRB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FRFHF
FRFHF Risk / Return Rank: 6767
Overall Rank
FRFHF Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FRFHF Sortino Ratio Rank: 6262
Sortino Ratio Rank
FRFHF Omega Ratio Rank: 6262
Omega Ratio Rank
FRFHF Calmar Ratio Rank: 7272
Calmar Ratio Rank
FRFHF Martin Ratio Rank: 6868
Martin Ratio Rank

WRB
WRB Risk / Return Rank: 3131
Overall Rank
WRB Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
WRB Sortino Ratio Rank: 2828
Sortino Ratio Rank
WRB Omega Ratio Rank: 2828
Omega Ratio Rank
WRB Calmar Ratio Rank: 3434
Calmar Ratio Rank
WRB Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FRFHF vs. WRB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fairfax Financial Holdings Ltd (FRFHF) and W. R. Berkley Corporation (WRB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FRFHFWRBDifference

Sharpe ratio

Return per unit of total volatility

0.83

-0.20

+1.02

Sortino ratio

Return per unit of downside risk

1.23

-0.12

+1.34

Omega ratio

Gain probability vs. loss probability

1.17

0.98

+0.18

Calmar ratio

Return relative to maximum drawdown

1.48

-0.28

+1.75

Martin ratio

Return relative to average drawdown

3.07

-0.63

+3.70

FRFHF vs. WRB - Sharpe Ratio Comparison

The current FRFHF Sharpe Ratio is 0.83, which is higher than the WRB Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of FRFHF and WRB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FRFHFWRBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.83

-0.20

+1.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.31

0.76

+0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.71

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.59

-0.07

Correlation

The correlation between FRFHF and WRB is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FRFHF vs. WRB - Dividend Comparison

FRFHF's dividend yield for the trailing twelve months is around 0.88%, less than WRB's 2.81% yield.


TTM20252024202320222021202020192018201720162015
FRFHF
Fairfax Financial Holdings Ltd
0.88%0.79%1.08%1.09%1.68%2.03%2.93%2.13%2.27%1.89%2.09%2.12%
WRB
W. R. Berkley Corporation
2.81%2.64%2.39%2.73%1.22%2.44%0.71%2.43%2.83%2.16%2.27%0.86%

Drawdowns

FRFHF vs. WRB - Drawdown Comparison

The maximum FRFHF drawdown since its inception was -58.92%, smaller than the maximum WRB drawdown of -69.33%. Use the drawdown chart below to compare losses from any high point for FRFHF and WRB.


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Drawdown Indicators


FRFHFWRBDifference

Max Drawdown

Largest peak-to-trough decline

-58.92%

-69.33%

+10.41%

Max Drawdown (1Y)

Largest decline over 1 year

-14.09%

-16.39%

+2.30%

Max Drawdown (5Y)

Largest decline over 5 years

-20.88%

-26.29%

+5.41%

Max Drawdown (10Y)

Largest decline over 10 years

-58.92%

-45.35%

-13.57%

Current Drawdown

Current decline from peak

-10.47%

-14.07%

+3.60%

Average Drawdown

Average peak-to-trough decline

-12.48%

-14.58%

+2.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.78%

7.20%

-0.42%

Volatility

FRFHF vs. WRB - Volatility Comparison

Fairfax Financial Holdings Ltd (FRFHF) has a higher volatility of 7.18% compared to W. R. Berkley Corporation (WRB) at 5.86%. This indicates that FRFHF's price experiences larger fluctuations and is considered to be riskier than WRB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FRFHFWRBDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.18%

5.86%

+1.32%

Volatility (6M)

Calculated over the trailing 6-month period

15.96%

16.42%

-0.46%

Volatility (1Y)

Calculated over the trailing 1-year period

22.63%

22.15%

+0.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.35%

22.59%

+2.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.13%

24.43%

+2.70%

Financials

FRFHF vs. WRB - Financials Comparison

This section allows you to compare key financial metrics between Fairfax Financial Holdings Ltd and W. R. Berkley Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00B20.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
23.61B
3.77B
(FRFHF) Total Revenue
(WRB) Total Revenue
Values in USD except per share items

FRFHF vs. WRB - Profitability Comparison

The chart below illustrates the profitability comparison between Fairfax Financial Holdings Ltd and W. R. Berkley Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-100.0%-50.0%0.0%50.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
49.6%
18.2%
Portfolio components
FRFHF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fairfax Financial Holdings Ltd reported a gross profit of 11.72B and revenue of 23.61B. Therefore, the gross margin over that period was 49.6%.

WRB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, W. R. Berkley Corporation reported a gross profit of 687.06M and revenue of 3.77B. Therefore, the gross margin over that period was 18.2%.

FRFHF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fairfax Financial Holdings Ltd reported an operating income of 1.87B and revenue of 23.61B, resulting in an operating margin of 7.9%.

WRB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, W. R. Berkley Corporation reported an operating income of 667.30M and revenue of 3.77B, resulting in an operating margin of 17.7%.

FRFHF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fairfax Financial Holdings Ltd reported a net income of 1.26B and revenue of 23.61B, resulting in a net margin of 5.3%.

WRB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, W. R. Berkley Corporation reported a net income of 511.03M and revenue of 3.77B, resulting in a net margin of 13.6%.