Analysis for W.R. Berkley
Analysis summary
W.R. Berkley (WRB) currently has a total score of 62 points, placing it in the strong range. The score is made up of Performance (75), Stability (60) and Trend (35). The profile is clearly uneven: Performance stands out while Trend lags.
Performance scores 75 points (strong). Key strength: 5Y return at 138.4 %. Main drag: 1Y return at 15.9 %.
Stability scores 60 points (strong). Best-ranked metric: max drawdown (5Y) at -27.0 %. Main drag: Sharpe ratio (90d) at -0.57. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.
Trend scores 35 points (weak). Trend signals are mostly negative right now. Least weak metric: 12M momentum at 11.7 %. Main drag: trend strength at -0.73.
Overall, the profile has a clear strength in Performance, while Trend is the main limiter. On a metric level, max drawdown (5Y) stands out, while trend strength is the main weak spot.
(Historical evaluation, not investment advice.)
Metrics
Performance
Stability
FAQ
- What investor type does W.R. Berkley fit best in FoxScore?
- W.R. Berkley fits a more opportunity-seeking investor type in FoxScore: performance is the strongest sub-score. That suggests above-average historical returns — but check stability to ensure the performance wasn’t “paid for” with high volatility or deep drawdowns.
- How meaningful is the available history for W.R. Berkley?
- W.R. Berkley currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.
- What is FoxScore good for — and what is it not for?
- FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.