WRB vs. STK
WRB (W. R. Berkley Corporation) is a stock, while STK (Columbia Seligman Premium Technology Growth Closed Fund) is Technology Equities fund actively managed by Aberdeen. Over the past 10 years, WRB returned 17.92%/yr vs 23.66%/yr for STK. At a 0.24 correlation, their price movements are largely independent.
Performance
WRB vs. STK - Performance Comparison
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Returns By Period
In the year-to-date period, WRB achieves a -2.51% return, which is significantly lower than STK's 44.26% return. Over the past 10 years, WRB has underperformed STK with an annualized return of 17.92%, while STK has yielded a comparatively higher 23.66% 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%
STK
- 1D
- 2.32%
- 1M
- 4.91%
- YTD
- 44.26%
- 6M
- 47.42%
- 1Y
- 90.64%
- 3Y*
- 30.83%
- 5Y*
- 19.37%
- 10Y*
- 23.66%
WRB vs. STK - 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% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 44.26% | 24.85% | 17.74% | 46.60% | -30.36% | 48.63% | 25.39% | 52.73% | -14.91% | 33.52% |
Correlation
The correlation between WRB and STK is -0.24, 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 | -0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2009 | 0.24 |
The correlation between WRB and STK shifts across timeframes, from -0.24 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WRB vs. STK — Risk / Return Rank
WRB
STK
WRB vs. STK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for W. R. Berkley Corporation (WRB) and Columbia Seligman Premium Technology Growth Closed Fund (STK). 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 | STK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.68 | ||
| Sortino ratioReturn per unit of downside risk | -4.06 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.57 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | -0.29 | 5.57 | -5.86 |
| Martin ratioReturn relative to average drawdown | -0.54 | 24.83 | -25.37 |
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Drawdowns
WRB vs. STK - Drawdown Comparison
The maximum WRB drawdown since its inception was -69.33%, which is greater than STK's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for WRB and STK.
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Drawdown Indicators
| WRB | STK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.33% | -41.74% | -27.59% |
Max Drawdown (1Y)Largest decline over 1 year | -17.62% | -16.05% | -1.57% |
Max Drawdown (3Y)Largest decline over 3 years | -17.62% | -26.59% | +8.97% |
Max Drawdown (5Y)Largest decline over 5 years | -26.29% | -36.27% | +9.98% |
Max Drawdown (10Y)Largest decline over 10 years | -45.35% | -41.74% | -3.61% |
Current DrawdownCurrent decline from peak | -11.49% | -9.90% | -1.59% |
Average DrawdownAverage peak-to-trough decline | -14.58% | -7.41% | -7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.29% | 3.60% | +5.69% |
Volatility
WRB vs. STK - Volatility Comparison
The current volatility for W. R. Berkley Corporation (WRB) is 7.63%, while Columbia Seligman Premium Technology Growth Closed Fund (STK) has a volatility of 15.03%. This indicates that WRB experiences smaller price fluctuations and is considered to be less risky than STK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WRB | STK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.63% | 15.03% | -7.40% |
Volatility (6M)Calculated over the trailing 6-month period | 15.08% | 22.75% | -7.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.37% | 26.01% | -4.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.83% | 25.66% | -2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.56% | 26.40% | -1.84% |
Dividends
WRB vs. STK - Dividend Comparison
WRB's dividend yield for the trailing twelve months is around 2.72%, less than STK's 5.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STK Columbia Seligman Premium Technology Growth Closed Fund | 5.23% | 7.38% | 16.02% | 6.70% | 12.62% | 8.48% | 6.79% | 7.86% | 14.88% | 11.82% | 9.87% | 10.32% |
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% |
Frequently Asked Questions
WRB and STK have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STK has higher volatility (15.03%) compared to WRB (7.63%). In terms of maximum drawdown, WRB dropped -69.33% vs STK's -41.74%.
STK currently has the higher Sharpe Ratio (3.44 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.
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