WRB vs. NEE
Compare and contrast key facts about W. R. Berkley Corporation (WRB) and NextEra Energy, Inc. (NEE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WRB or NEE.
Correlation
The correlation between WRB and NEE is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WRB vs. NEE - Performance Comparison
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Key characteristics
WRB:
1.76
NEE:
-0.15
WRB:
2.27
NEE:
0.04
WRB:
1.32
NEE:
1.00
WRB:
3.52
NEE:
-0.13
WRB:
9.25
NEE:
-0.27
WRB:
4.52%
NEE:
12.46%
WRB:
24.07%
NEE:
28.86%
WRB:
-69.19%
NEE:
-47.81%
WRB:
-0.84%
NEE:
-16.50%
Fundamentals
WRB:
$27.90B
NEE:
$153.18B
WRB:
$4.31
NEE:
$2.67
WRB:
17.07
NEE:
27.87
WRB:
18.35
NEE:
2.82
WRB:
2.00
NEE:
6.06
WRB:
3.14
NEE:
3.08
WRB:
$13.93B
NEE:
$25.27B
WRB:
$13.93B
NEE:
$17.71B
WRB:
$2.13B
NEE:
$10.19B
Returns By Period
In the year-to-date period, WRB achieves a 25.24% return, which is significantly higher than NEE's 0.61% return. Over the past 10 years, WRB has outperformed NEE with an annualized return of 19.93%, while NEE has yielded a comparatively lower 13.72% annualized return.
WRB
25.24%
8.72%
21.43%
42.00%
20.84%
26.38%
19.93%
NEE
0.61%
10.61%
-5.55%
-4.41%
2.87%
6.66%
13.72%
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Risk-Adjusted Performance
WRB vs. NEE — Risk-Adjusted Performance Rank
WRB
NEE
WRB vs. NEE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for W. R. Berkley Corporation (WRB) and NextEra Energy, Inc. (NEE). 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.
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Dividends
WRB vs. NEE - Dividend Comparison
WRB's dividend yield for the trailing twelve months is around 1.92%, less than NEE's 2.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRB W. R. Berkley Corporation | 1.92% | 2.39% | 2.73% | 1.22% | 2.44% | 0.71% | 2.43% | 2.83% | 2.16% | 2.27% | 0.86% | 2.79% |
NEE NextEra Energy, Inc. | 2.95% | 2.87% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% | 2.73% |
Drawdowns
WRB vs. NEE - Drawdown Comparison
The maximum WRB drawdown since its inception was -69.19%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for WRB and NEE. For additional features, visit the drawdowns tool.
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Volatility
WRB vs. NEE - Volatility Comparison
The current volatility for W. R. Berkley Corporation (WRB) is 4.39%, while NextEra Energy, Inc. (NEE) has a volatility of 8.15%. This indicates that WRB experiences smaller price fluctuations and is considered to be less risky than NEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
WRB vs. NEE - Financials Comparison
This section allows you to compare key financial metrics between W. R. Berkley Corporation and NextEra Energy, 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