WRB vs. AVGO
WRB (W. R. Berkley Corporation) and AVGO (Broadcom Inc.) are both stocks. WRB operates in Insurance - Property & Casualty (Financial Services), while AVGO operates in Semiconductors (Technology). Over the past 10 years, WRB returned 17.92%/yr vs 40.96%/yr for AVGO. At a 0.21 correlation, their price movements are largely independent.
Performance
WRB vs. AVGO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WRB achieves a -2.51% return, which is significantly lower than AVGO's 10.62% return. Over the past 10 years, WRB has underperformed AVGO with an annualized return of 17.92%, while AVGO has yielded a comparatively higher 40.96% annualized return.
WRB
- 1D
- 1.08%
- 1M
- 2.74%
- YTD
- -2.51%
- 6M
- 0.17%
- 1Y
- -4.36%
- 3Y*
- 24.41%
- 5Y*
- 17.90%
- 10Y*
- 17.92%
AVGO
- 1D
- -0.91%
- 1M
- -10.14%
- YTD
- 10.62%
- 6M
- 6.58%
- 1Y
- 54.87%
- 3Y*
- 67.17%
- 5Y*
- 55.09%
- 10Y*
- 40.96%
WRB vs. AVGO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WRB W. R. Berkley Corporation | -2.51% | 23.02% | 27.19% | 0.25% | 33.92% | 27.39% | -3.14% | 43.80% | 5.96% | 10.21% |
AVGO Broadcom Inc. | 10.62% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
Correlation
The correlation between WRB and AVGO is -0.25, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2009 | 0.21 |
The correlation between WRB and AVGO shifts across timeframes, from -0.25 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WRB:
$4.45
AVGO:
$6.01
WRB:
15.34
AVGO:
63.58
WRB:
0.89
AVGO:
0.79
WRB:
1.86
AVGO:
24.70
WRB:
$14.71B
AVGO:
$75.47B
WRB:
$2.91B
AVGO:
$50.53B
WRB:
$2.37B
AVGO:
$41.76B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WRB vs. AVGO — Risk / Return Rank
WRB
AVGO
WRB vs. AVGO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for W. R. Berkley Corporation (WRB) and Broadcom Inc. (AVGO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WRB | AVGO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.86 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.22 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.29 | 1.77 | -2.05 |
| Martin ratioReturn relative to average drawdown | -0.54 | 4.11 | -4.65 |
Loading charts...
Drawdowns
WRB vs. AVGO - Drawdown Comparison
The maximum WRB drawdown since its inception was -69.33%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for WRB and AVGO.
Loading charts...
Drawdown Indicators
| WRB | AVGO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.33% | -48.30% | -21.03% |
Max Drawdown (1Y)Largest decline over 1 year | -17.62% | -28.67% | +11.05% |
Max Drawdown (3Y)Largest decline over 3 years | -17.62% | -41.15% | +23.53% |
Max Drawdown (5Y)Largest decline over 5 years | -26.29% | -41.15% | +14.86% |
Max Drawdown (10Y)Largest decline over 10 years | -45.35% | -48.30% | +2.95% |
Current DrawdownCurrent decline from peak | -11.49% | -20.66% | +9.17% |
Average DrawdownAverage peak-to-trough decline | -14.58% | -7.98% | -6.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.29% | 12.30% | -3.01% |
Volatility
WRB vs. AVGO - Volatility Comparison
The current volatility for W. R. Berkley Corporation (WRB) is 7.63%, while Broadcom Inc. (AVGO) has a volatility of 20.53%. This indicates that WRB experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WRB | AVGO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.63% | 20.53% | -12.90% |
Volatility (6M)Calculated over the trailing 6-month period | 15.08% | 35.04% | -19.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.37% | 45.57% | -24.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.83% | 43.39% | -20.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.56% | 39.52% | -14.96% |
Dividends
WRB vs. AVGO - Dividend Comparison
WRB's dividend yield for the trailing twelve months is around 2.72%, more than AVGO's 0.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 0.65% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
WRB W. R. Berkley Corporation | 2.72% | 2.64% | 2.39% | 2.73% | 1.22% | 2.44% | 0.71% | 2.43% | 2.83% | 2.16% | 2.27% | 0.86% |
Financials
WRB vs. AVGO - Financials Comparison
This section allows you to compare key financial metrics between W. R. Berkley Corporation and Broadcom Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WRB vs. AVGO - Profitability Comparison
WRB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, W. R. Berkley Corporation reported a gross profit of 765.46M and revenue of 3.72B. Therefore, the gross margin over that period was 20.6%.
AVGO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.
WRB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, W. R. Berkley Corporation reported an operating income of 606.51M and revenue of 3.72B, resulting in an operating margin of 16.3%.
AVGO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.
WRB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, W. R. Berkley Corporation reported a net income of 449.51M and revenue of 3.72B, resulting in a net margin of 12.1%.
AVGO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.
Frequently Asked Questions
WRB and AVGO have a correlation of -0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (20.53%) compared to WRB (7.63%). In terms of maximum drawdown, WRB dropped -69.33% vs AVGO's -48.30%.
AVGO currently has the higher Sharpe Ratio (1.11 vs -0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for WRB and AVGO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer