W.R. Berkley Corporation (WRB) Growth of $10K (Lump Sum & DCA)WRBW.R. Berkley CorporationNYSEFinancials$67.54$-0.68 -1.00%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$49,477+$39,477 · +394.77%
Total invested$10,000
Annualised (CAGR)+17.37%
Max drawdown-39.97%
SIP · Monthly122 contributions
$100 every month
$28,469+$16,269 · +133.35%
Total invested$12,200
Money-weighted (XIRR)+16.22%
Max drawdown-37.91%
SIP · Biweekly261 contributions
$100 every two weeks
$60,981+$34,881 · +133.64%
Total invested$26,100
Money-weighted (XIRR)+16.29%
Max drawdown-38.34%
Best 12-month stretch+69.89%May 2020 → May 2021
Worst 12-month stretch-20.78%May 2019 → May 2020
Deepest drawdown-39.97%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,286on $10,000, trailing 10 years
Growth of your contributions
It would be worth$77,946after your settings in WRB
Profit+$55,746+251.11% on money in
Annualised return+17.04%Money-weighted (XIRR)
Deepest dip-39.42%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-2.17% | -6.16% | +3.42% | -9.67% | +19.47% p.a. | +17.34% p.a. | +17.37% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +16.63% | +10.21% | +3.68% | +46.85% | -3.07% | +27.39% | +33.92% | +0.25% | +25.91% | +22.93% | -1.48% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,996 | +$1,696 | +16.47% |
| 2017 | $11,500 | $14,497 | +$2,997 | +26.06% |
| 2018 | $12,800 | $16,317 | +$3,517 | +27.48% |
| 2019 | $14,000 | $25,289 | +$11,289 | +80.64% |
| 2020 | $15,200 | $25,826 | +$10,626 | +69.91% |
| 2021 | $16,400 | $34,244 | +$17,844 | +108.80% |
| 2022 | $17,600 | $47,191 | +$29,591 | +168.13% |
| 2023 | $18,800 | $48,658 | +$29,858 | +158.82% |
| 2024 | $20,100 | $62,636 | +$42,536 | +211.62% |
| 2025 | $21,300 | $78,208 | +$56,908 | +267.17% |
| 2026 (YTD) | $22,200 | $77,946 | +$55,746 | +251.11% |