The total return over the past 12 months is -0.65% vs. +17.49% for the S&P 500. So far it's up +0.70% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (3.28%) | +19.16% | +16.58% | +15.26% | +14.91% | +10.15% |
| Total Return CAGR | (0.65%) | +22.56% | +19.50% | +17.76% | +16.91% | +11.83% |
| Revenue CAGR | +26.05% | +15.69% | +15.38% | +9.09% | +9.05% | +6.32% |
| Net Income CAGR | +9.51% | +15.18% | +15.69% | +14.66% | +10.72% | +5.86% |
| EPS CAGR | +10.38% | +10.39% | +28.88% | +14.08% | +8.43% | +6.51% |
| Free Cash Flow CAGR | +1.88% | +9.56% | +15.96% | +15.62% | +14.94% | +4.34% |
| Operating Cash Flow CAGR | +3.48% | +10.04% | +15.88% | +15.19% | +14.40% | +4.37% |
| Dividends CAGR | +7.36% | +46.26% | +54.70% | +29.51% | +23.29% | +21.21% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
W. R. Berkley Corporation (WRB)
| Year | Start price | End price | WRB Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $70.12 | $69.91 | +0.70% | +11.72% | (11.02%) |
| 2025 | $58.52 | $70.12 | +22.99% | +17.72% | +5.27% |
| 2024 | $47.15 | $58.52 | +27.94% | +24.89% | +3.05% |
| 2023 | $48.38 | $47.15 | +0.25% | +26.19% | (25.94%) |
| 2022 | $36.62 | $48.38 | +33.87% | (18.17%) | +52.04% |
| 2021 | $29.52 | $36.62 | +27.34% | +28.74% | (1.40%) |
| 2020 | $30.71 | $29.52 | (3.14%) | +18.37% | (21.51%) |
| 2019 | $21.90 | $30.71 | +42.02% | +31.22% | +10.80% |
| 2018 | $21.23 | $21.90 | +5.75% | (4.56%) | +10.31% |
| 2017 | $19.71 | $21.23 | +10.16% | +21.70% | (11.54%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
