W. R. Berkley Corporation (WRB) Stock Total Returns
Growth of $10,000 chart
2021-04-16 to 2026-04-16 to
$
%
%
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Investment Performance
Final Value
$20,500
Total Return
105.00%
CAGR
15.44%
Dividends
$1,792.73
Yield on Cost
17.93%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.36% |
| Median | +1.50% |
| Best | +18.60% |
| Worst | -13.07% |
| % of Windows Positive | 59.7% |
1-Year (252 Trading Days)
| Average | +22.35% |
| Median | +28.10% |
| Best | +52.44% |
| Worst | -20.08% |
| % of Windows Positive | 81.2% |
3-Year (756 Trading Days)
| Average | +68.92% |
| Median | +68.46% |
| Best | +99.98% |
| Worst | +37.90% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -26.44% |
| Average Drawdown | -7.19% |
| Drawdown Duration | 283 Trading Days |
| Sortino Ratio | 1.05 |
| Calmar Ratio | 0.58 |
| CVaR (5%) | -3.26% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -5.39% (-17.39% ann.) | $539.49 | $12.84 | $2.57 | $0.02 |
| 2025 | +22.35% | +$2234.65 | $317.90 | $63.58 | $0.51 |
| 2024 | +26.56% | +$2656.34 | $298.29 | $59.66 | $0.48 |
| 2023 | -0.32% | $32.47 | $268.14 | $53.63 | $0.43 |
| 2022 | +33.52% | +$3352.11 | $161.88 | $32.38 | $0.26 |
| 2021 | +26.67% | +$2666.63 | $304.53 | $60.91 | $0.49 |
| 2020 | -3.30% | $329.59 | $68.17 | $13.63 | $0.11 |
| 2019 | +43.10% | +$4310.08 | $343.11 | $68.62 | $0.55 |
| 2018 | +5.39% | +$539.02 | $294.04 | $58.81 | $0.47 |
| 2017 | +9.68% | +$968.39 | $234.39 | $46.88 | $0.38 |
| 2016 | +24.08% | +$2408.32 | $277.89 | $55.58 | $0.44 |
| 2015 | +7.57% | +$756.86 | $91.94 | $18.39 | $0.15 |
| 2014 | +20.91% | +$2090.65 | $331.57 | $66.31 | $0.53 |
| 2013 | +15.82% | +$1581.75 | $103.62 | $20.72 | $0.17 |
| 2012 | +12.81% | +$1280.75 | $395.00 | $79.00 | $0.63 |
| 2011 | +26.60% | +$2659.94 | $113.57 | $22.71 | $0.18 |
| 2010 | +12.02% | +$1202.22 | $109.91 | $21.98 | $0.18 |
| 2009 | -19.87% | $1986.98 | $77.67 | $15.53 | $0.12 |
| 2008 | +4.73% | +$472.79 | $77.36 | $15.47 | $0.12 |
| 2007 | -13.17% | $1317.48 | $58.06 | $11.61 | $0.09 |
| 2006 | +9.10% | +$910.39 | $50.47 | $10.09 | $0.08 |
| 2005 | +52.07% | +$5207.14 | $63.71 | $12.74 | $0.10 |
| 2004 | +35.67% | +$3566.86 | $80.27 | $16.06 | $0.13 |
| 2003 | +33.25% | +$3324.59 | $103.78 | $20.76 | $0.17 |
| 2002 | +11.50% | +$1150.29 | $98.99 | $19.80 | $0.16 |
| 2001 | +14.85% | +$1484.81 | $110.59 | $22.12 | $0.18 |
| 2000 | +130.02% | +$13002.39 | $251.17 | $50.24 | $0.40 |
| 1999 | -37.64% | $3763.69 | $153.61 | $30.72 | $0.25 |
| 1998 | -21.59% | $2158.59 | $109.76 | $21.95 | $0.18 |
| 1997 | +30.82% | +$3081.96 | $123.58 | $24.72 | $0.20 |
| 1996 | -4.73% | $472.82 | $97.07 | $19.41 | $0.16 |
| 1995 | +44.68% | +$4467.58 | $128.48 | $25.70 | $0.21 |
| 1994 | +8.18% | +$817.67 | $126.15 | $25.23 | $0.20 |
| 1993 | -17.97% | $1797.13 | $93.28 | $18.66 | $0.15 |
| 1992 | +42.08% | +$4208.25 | $118.42 | $23.68 | $0.19 |
| 1991 | +23.14% | +$2314.23 | $128.42 | $25.69 | $0.21 |
| 1990 | -5.96% | $596.07 | $109.68 | $21.94 | $0.18 |
| 1989 | +37.67% | +$3766.59 | $136.09 | $27.22 | $0.22 |
| 1988 | +24.25% | +$2424.96 | $150.64 | $30.13 | $0.24 |
| 1987 | -8.36% | $835.63 | $26.67 | $5.33 | $0.04 |
| 1986 | +14.77% | +$1476.80 | $92.92 | $18.58 | $0.15 |
| 1985 | +134.36% | +$13436.48 | $54.22 | $10.84 | $0.08 |
| 1984 | +9.26% | +$925.92 | $0.00 | $0.00 | $0.00 |
| 1983 | +22.73% | +$2272.74 | $0.00 | $0.00 | $0.00 |
| 1982 | -15.38% | $1538.46 | $0.00 | $0.00 | $0.00 |
| 1981 | +10.64% | +$1063.84 | $0.00 | $0.00 | $0.00 |
| 1980 | -12.15% | $1214.96 | $0.00 | $0.00 | $0.00 |
| 1979 | -33.54% | $3354.03 | $0.00 | $0.00 | $0.00 |
| 1978 | +109.09% | +$10909.11 | $0.00 | $0.00 | $0.00 |
| 1977 | +133.33% | +$13333.25 | $0.00 | $0.00 | $0.00 |
| 1976 | +50.00% | +$5000.10 | $0.00 | $0.00 | $0.00 |
| 1975 | -4.35% | $434.83 | $0.00 | $0.00 | $0.00 |
| 1974 | -43.90% | $4390.22 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -42.25% (-94.53% ann.) | $4225.37 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -39.59% | -10.41% | $3959.15 | $753.47 | $150.69 | $1.21 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +228.29% | +58.71% | +$22829.38 | $991.04 | $198.21 | $1.58 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +237.38% | +27.55% | +$23738.20 | $753.96 | $150.79 | $1.21 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -40.23% | -30.53% | $4023.26 | $88.28 | $17.66 | $0.14 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +87.76% | +20.52% | +$8776.35 | $495.62 | $99.12 | $0.79 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +275.77% | +19.12% | +$27577.34 | $3300.46 | $660.09 | $5.28 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -44.38% | -99.88% | $4438.28 | $14.09 | $2.82 | $0.02 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +29.47% | +51.53% | +$2947.27 | $49.94 | $9.99 | $0.08 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +16.08% | +15.20% | +$1607.96 | $144.93 | $28.99 | $0.23 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +47.10% | +50.65% | +$4710.16 | $303.47 | $60.69 | $0.49 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +22.70% | +11.67% | +$2269.95 | $381.53 | $76.31 | $0.61 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 16, 2026 | +18.62% | +11.46% | +$1861.78 | $499.76 | $99.95 | $0.80 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1985-12-20 | $0.0014 | 0.25% |
| 1986-04-03 | $0.0014 | 0.15% |
| 1986-06-16 | $0.0010 | 0.11% |
| 1986-09-15 | $0.0016 | 0.21% |
| 1986-12-19 | $0.0016 | 0.22% |
| 1987-12-21 | $0.0018 | 0.30% |
| 1988-04-08 | $0.0023 | 0.38% |
| 1988-06-13 | $0.0023 | 0.35% |
| 1988-09-13 | $0.0023 | 0.32% |
| 1988-12-16 | $0.0023 | 0.31% |
| 1989-03-27 | $0.0026 | 0.33% |
| 1989-06-12 | $0.0026 | 0.32% |
| 1989-09-13 | $0.0026 | 0.25% |
| 1989-12-15 | $0.0026 | 0.22% |
| 1990-03-26 | $0.0029 | 0.30% |
| 1990-06-13 | $0.0029 | 0.26% |
| 1990-09-13 | $0.0029 | 0.33% |
| 1990-12-17 | $0.0029 | 0.28% |
| 1991-03-22 | $0.0031 | 0.28% |
| 1991-06-11 | $0.0031 | 0.28% |
| 1991-09-13 | $0.0031 | 0.32% |
| 1991-12-10 | $0.0031 | 0.29% |
| 1992-03-24 | $0.0035 | 0.27% |
| 1992-06-11 | $0.0035 | 0.27% |
| 1992-09-22 | $0.0035 | 0.24% |
| 1992-12-14 | $0.0035 | 0.21% |
| 1993-03-24 | $0.0039 | 0.22% |
| 1993-06-11 | $0.0039 | 0.26% |
| 1993-09-22 | $0.0039 | 0.22% |
| 1993-12-13 | $0.0039 | 0.27% |
| 1994-03-23 | $0.0043 | 0.29% |
| 1994-06-13 | $0.0043 | 0.27% |
| 1994-09-22 | $0.0043 | 0.31% |
| 1994-12-13 | $0.0043 | 0.33% |
| 1995-03-23 | $0.0047 | 0.33% |
| 1995-06-14 | $0.0047 | 0.34% |
| 1995-09-26 | $0.0047 | 0.27% |
| 1995-12-15 | $0.0047 | 0.24% |
| 1996-03-25 | $0.0051 | 0.28% |
| 1996-06-12 | $0.0051 | 0.30% |
| 1996-09-16 | $0.0051 | 0.30% |
| 1996-12-12 | $0.0051 | 0.25% |
| 1997-03-17 | $0.0059 | 0.29% |
| 1997-06-11 | $0.0059 | 0.27% |
| 1997-09-16 | $0.0062 | 0.28% |
| 1997-12-12 | $0.0064 | 0.27% |
| 1998-03-17 | $0.0070 | 0.26% |
| 1998-06-11 | $0.0070 | 0.26% |
| 1998-09-16 | $0.0070 | 0.37% |
| 1998-12-14 | $0.0070 | 0.35% |
| 1999-03-17 | $0.0076 | 0.49% |
| 1999-06-11 | $0.0076 | 0.50% |
| 1999-09-15 | $0.0076 | 0.57% |
| 1999-12-15 | $0.0076 | 0.62% |
| 2000-03-17 | $0.0076 | 0.81% |
| 2000-06-14 | $0.0076 | 0.61% |
| 2000-09-14 | $0.0076 | 0.43% |
| 2000-12-13 | $0.0076 | 0.32% |
| 2001-03-19 | $0.0076 | 0.28% |
| 2001-06-13 | $0.0076 | 0.30% |
| 2001-09-17 | $0.0076 | 0.33% |
| 2001-12-12 | $0.0076 | 0.24% |
| 2002-03-20 | $0.0076 | 0.23% |
| 2002-06-13 | $0.0076 | 0.23% |
| 2002-09-17 | $0.0079 | 0.27% |
| 2002-12-11 | $0.0079 | 0.23% |
| 2003-03-21 | $0.0088 | 0.24% |
| 2003-06-13 | $0.0088 | 0.20% |
| 2003-09-17 | $0.0092 | 0.20% |
| 2003-12-11 | $0.0092 | 0.21% |
| 2004-03-17 | $0.0092 | 0.17% |
| 2004-06-14 | $0.0092 | 0.16% |
| 2004-09-15 | $0.0092 | 0.17% |
| 2004-12-13 | $0.0092 | 0.16% |
| 2005-03-22 | $0.0099 | 0.15% |
| 2005-06-14 | $0.0099 | 0.14% |
| 2005-09-15 | $0.0099 | 0.14% |
| 2005-12-14 | $0.0099 | 0.10% |
| 2006-03-16 | $0.0119 | 0.10% |
| 2006-06-14 | $0.0119 | 0.13% |
| 2006-09-13 | $0.0119 | 0.12% |
| 2006-12-13 | $0.0119 | 0.11% |
| 2007-03-15 | $0.0148 | 0.16% |
| 2007-06-13 | $0.0148 | 0.15% |
| 2007-09-12 | $0.0148 | 0.17% |
| 2007-12-12 | $0.0148 | 0.16% |
| 2008-03-17 | $0.0148 | 0.18% |
| 2008-06-11 | $0.0178 | 0.23% |
| 2008-09-10 | $0.0178 | 0.26% |
| 2008-12-10 | $0.0178 | 0.22% |
| 2009-03-17 | $0.0178 | 0.29% |
| 2009-06-10 | $0.0178 | 0.25% |
| 2009-09-10 | $0.0178 | 0.24% |
| 2009-12-10 | $0.0178 | 0.24% |
| 2010-03-17 | $0.0178 | 0.23% |
| 2010-06-10 | $0.0207 | 0.26% |
| 2010-09-08 | $0.0207 | 0.27% |
| 2010-12-02 | $0.0207 | 0.26% |
| 2011-03-17 | $0.0207 | 0.23% |
| 2011-06-10 | $0.0237 | 0.25% |
| 2011-09-08 | $0.0237 | 0.26% |
| 2011-12-02 | $0.0237 | 0.24% |
| 2012-03-19 | $0.0237 | 0.23% |
| 2012-06-08 | $0.0267 | 0.24% |
| 2012-09-10 | $0.0267 | 0.24% |
| 2012-11-30 | $0.0267 | 0.23% |
| 2012-12-20 | $0.2963 | 2.56% |
| 2013-03-27 | $0.0267 | 0.21% |
| 2013-06-07 | $0.0296 | 0.24% |
| 2013-09-06 | $0.0296 | 0.24% |
| 2013-11-29 | $0.0296 | 0.23% |
| 2014-03-17 | $0.0296 | 0.25% |
| 2014-06-06 | $0.0326 | 0.24% |
| 2014-09-08 | $0.0326 | 0.23% |
| 2014-11-28 | $0.0326 | 0.21% |
| 2014-12-16 | $0.2963 | 1.95% |
| 2015-03-17 | $0.0326 | 0.21% |
| 2015-06-11 | $0.0356 | 0.24% |
| 2015-09-03 | $0.0356 | 0.22% |
| 2015-11-27 | $0.0356 | 0.22% |
| 2016-03-11 | $0.0356 | 0.23% |
| 2016-06-13 | $0.0385 | 0.23% |
| 2016-09-16 | $0.1867 | 1.10% |
| 2016-11-09 | $0.1481 | 0.88% |
| 2016-11-29 | $0.0385 | 0.21% |
| 2017-03-13 | $0.0385 | 0.18% |
| 2017-06-13 | $0.1896 | 0.92% |
| 2017-09-19 | $0.0415 | 0.21% |
| 2017-11-29 | $0.1896 | 0.95% |
| 2018-03-13 | $0.0415 | 0.19% |
| 2018-06-08 | $0.1481 | 0.64% |
| 2018-06-14 | $0.0444 | 0.20% |
| 2018-09-18 | $0.1926 | 0.82% |
| 2018-11-27 | $0.1926 | 0.83% |
| 2019-03-13 | $0.0444 | 0.18% |
| 2019-06-17 | $0.2711 | 0.93% |
| 2019-09-18 | $0.0489 | 0.15% |
| 2019-11-21 | $0.3822 | 1.23% |
| 2020-03-10 | $0.0489 | 0.18% |
| 2020-06-22 | $0.0533 | 0.20% |
| 2020-09-14 | $0.0533 | 0.19% |
| 2020-12-14 | $0.0533 | 0.19% |
| 2021-03-09 | $0.0533 | 0.16% |
| 2021-06-24 | $0.2800 | 0.86% |
| 2021-09-14 | $0.0578 | 0.18% |
| 2021-12-06 | $0.5022 | 1.45% |
| 2022-03-08 | $0.0578 | 0.15% |
| 2022-06-24 | $0.4000 | 0.91% |
| 2022-09-23 | $0.0667 | 0.16% |
| 2022-12-16 | $0.0667 | 0.14% |
| 2023-01-12 | $0.3333 | 0.69% |
| 2023-03-08 | $0.0667 | 0.15% |
| 2023-06-23 | $0.0733 | 0.19% |
| 2023-09-22 | $0.4067 | 0.94% |
| 2023-12-15 | $0.4067 | 0.86% |
| 2024-03-01 | $0.0733 | 0.13% |
| 2024-06-24 | $0.4133 | 0.77% |
| 2024-09-23 | $0.3300 | 0.57% |
| 2024-12-16 | $0.5800 | 0.95% |
| 2025-03-03 | $0.0800 | 0.13% |
| 2025-06-23 | $0.5900 | 0.80% |
| 2025-09-22 | $0.0900 | 0.12% |
| 2025-12-15 | $1.0900 | 1.57% |
| 2026-02-23 | $0.0900 | 0.13% |
| Total | 164 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-16 to 2026-04-16. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-24 | $78.84 | $15.77 | $0.13 | 1.9157 |
| 2021-09-14 | $16.38 | $3.28 | $0.03 | 0.4117 |
| 2021-12-06 | $142.58 | $28.52 | $0.23 | 3.2541 |
| 2022-03-08 | $16.59 | $3.32 | $0.03 | 0.3340 |
| 2022-06-24 | $114.99 | $23.00 | $0.18 | 2.0243 |
| 2022-09-23 | $19.30 | $3.86 | $0.03 | 0.3621 |
| 2022-12-16 | $19.32 | $3.86 | $0.03 | 0.3212 |
| 2023-01-12 | $96.73 | $19.35 | $0.15 | 1.5862 |
| 2023-03-08 | $19.45 | $3.89 | $0.03 | 0.3578 |
| 2023-06-23 | $21.42 | $4.28 | $0.03 | 0.4408 |
| 2023-09-22 | $118.98 | $23.80 | $0.19 | 2.1952 |
| 2023-12-15 | $119.87 | $23.97 | $0.19 | 2.0444 |
| 2024-03-01 | $21.77 | $4.35 | $0.03 | 0.3152 |
| 2024-06-24 | $122.81 | $24.56 | $0.20 | 1.8194 |
| 2024-09-23 | $98.65 | $19.73 | $0.16 | 1.3713 |
| 2024-12-16 | $174.19 | $34.84 | $0.28 | 2.3291 |
| 2025-03-03 | $24.21 | $4.84 | $0.04 | 0.3033 |
| 2025-06-23 | $178.74 | $35.75 | $0.29 | 1.9306 |
| 2025-09-22 | $27.44 | $5.49 | $0.04 | 0.2984 |
| 2025-12-15 | $332.65 | $66.53 | $0.53 | 3.8435 |
| 2026-02-23 | $27.81 | $5.56 | $0.04 | 0.3128 |
| Total | $1792.73 | $358.55 | $2.87 | 27.7710 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.