The total return over the past 12 months is +13.23% vs. +16.11% for the S&P 500. So far it's up +8.96% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +10.24% | +22.04% | +18.27% | +15.94% | +15.15% | +10.39% |
| Total Return CAGR | +13.23% | +25.52% | +20.68% | +18.19% | +16.99% | +11.95% |
| 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 | +2.05% | +10.39% | +28.88% | +14.08% | +8.43% | +6.51% |
| Free Cash Flow CAGR | (6.60%) | +10.75% | +14.13% | +14.21% | +15.29% | +4.18% |
| Operating Cash Flow CAGR | (4.13%) | +11.58% | +14.70% | +13.88% | +14.71% | +4.24% |
| Dividends CAGR | +7.36% | +113.09% | +54.70% | +29.51% | +21.65% | +21.31% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
W. R. Berkley Corporation (WRB)
| Year | Start Value | End Value | WRB Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 6494.08 | 7076.15 | +8.96% | +7.54% | +1.42% |
| 2025 | 5280.24 | 6494.08 | +22.99% | +17.72% | +5.27% |
| 2024 | 4127.09 | 5280.24 | +27.94% | +24.89% | +3.05% |
| 2023 | 4116.80 | 4127.09 | +0.25% | +26.19% | (25.94%) |
| 2022 | 3102.40 | 4116.80 | +32.70% | (18.17%) | +50.87% |
| 2021 | 2471.26 | 3102.40 | +25.54% | +28.74% | (3.20%) |
| 2020 | 2551.51 | 2471.26 | (3.14%) | +18.37% | (21.51%) |
| 2019 | 1796.62 | 2551.51 | +42.02% | +31.22% | +10.80% |
| 2018 | 1698.90 | 1796.62 | +5.75% | (4.56%) | +10.31% |
| 2017 | 1542.15 | 1698.90 | +10.16% | +21.70% | (11.54%) |
