Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRB-PE (W. R. Berkley Corporation 5.70% SB DB 2058) | -0.96% | 4.20% | 2.72% | 1.24% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 04/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRB-PE (W. R. Berkley Corporation 5.70% SB DB 2058) | 04/02/2018 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 4.20 | 2.72 | 1.24 | NA | NA | NA | … | … | -0.96 | 2.18 | -2.97 | 20.60 | -11.73 | 0.61 | 12.84 | 26.83 | -7.16 |
| Sharpe Ratio | NA | 0.10 | -0.06 | -0.11 | NA | NA | NA | … | … | -0.69 | -0.07 | -0.61 | 0.88 | -0.93 | 0.07 | 0.25 | 2.47 | -1.04 |
| Standard Deviation(%) | NA | 8.02 | 10.98 | 13.05 | NA | NA | NA | … | … | 7.38 | 10.22 | 10.87 | 19.43 | 14.21 | 8.40 | 50.21 | 10.27 | 10.52 |
| Draw Down(%) | NA | 10.44 | 13.69 | 18.17 | NA | NA | NA | … | … | 7.33 | 9.16 | 10.56 | 10.63 | 16.35 | 6.48 | 44.40 | 5.05 | 12.82 |
| Yield(%) | 0.00 | 4.93 | 5.56 | 5.03 | 4.71 | 3.14 | 2.36 | … | … | 3.18 | 6.07 | 5.71 | 6.37 | 5.31 | 5.13 | 6.33 | 6.35 | 4.39 |
Data as of 06/15/2026, Common starting date is 04/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRB-PE (W. R. Berkley Corporation 5.70% SB DB 2058) |
-0.83%
Oct 2019 – Oct 2022 |
1.18%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRB-PE (W. R. Berkley Corporation 5.70% SB DB 2058) |
12.92%
Dec 2018 – Dec 2021 |
8.92%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart