WRB vs. XLI

In the year-to-date period, WRB achieves a 27.79% return, which is significantly higher than XLI's 8.73% return. Over the past 10 years, WRB has outperformed XLI with an annualized return of 20.15%, while XLI has yielded a comparatively lower 11.81% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for W. R. Berkley Corporation (WRB) and Industrial Select Sector SPDR Fund (XLI). 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.

The current WRB Sharpe Ratio is 1.86, which is higher than the XLI Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of WRB and XLI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WRB's dividend yield for the trailing twelve months is around 1.88%, more than XLI's 1.35% yield.

The maximum WRB drawdown since its inception was -69.19%, which is greater than XLI's maximum drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for WRB and XLI.

W. R. Berkley Corporation (WRB) and Industrial Select Sector SPDR Fund (XLI) have volatilities of 4.81% and 4.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.