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AVB vs WRB

Comparison between Avalonbay Communities Inc (AVB, Company) and W.R. Berkley Corp (WRB, Company).

AVB is from the Real Estate sector, while WRB is from the Financial Services sector.

5-Year PerformanceWRB has outperformed AVB, delivering a return of +19.1% compared to +1.6%

AVB vs WRB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AVB
$26B
WRB
$26B
Max Drawdown
AVB
72.99%
Winner
WRB
55.15%
Sharpe Ratio
AVB
-0.08
Winner
WRB
0.12
5Y Beta
AVB
0.54
Winner
WRB
0.17
Industry
AVB
Reit - Residential
WRB
Insurance - Property & Casualty
P/E Ratio
AVB
23.41
Winner
WRB
14.20
Forward P/E
AVB
42.92
Winner
WRB
15.60
PEG Ratio
AVB
21.97
Winner
WRB
1.52
Dividend Yield
Winner
AVB
3.62%
WRB
0.50%
5Y Dividends CAGR
AVB
6.73%
Winner
WRB
81.60%
5Y EPS CAGR
AVB
7.25%
Winner
WRB
21.09%
Debt to Equity
AVB
81.46%
Winner
WRB
0.00%
Free Cash Flow Yield
AVB
6.32%
Winner
WRB
13.32%
P/S Ratio
AVB
8.83
Winner
WRB
1.77
P/B Ratio
Winner
AVB
2.35
WRB
2.70

AVB vs WRB - Historical Returns

Returns include dividend reinvestment.

1M
AVB
+3.45%
Winner
WRB
+5.40%
3M
Winner
AVB
+17.90%
WRB
+9.24%
6M
Winner
AVB
+7.98%
WRB
+3.39%
1Y
AVB
-0.16%
Winner
WRB
+4.02%
5Y(CAGR)
AVB
+1.57%
Winner
WRB
+19.06%
10Y(CAGR)
AVB
+4.14%
Winner
WRB
+17.89%
Max(CAGR)
AVB
+11.21%
Winner
WRB
+17.99%

AVB vs WRB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAVBWRB
2026+9.93%+4.33%
2025-13.47%+24.07%
2024+20.77%+24.66%
2023+20.30%+0.23%
2022-33.93%+35.74%
2021+67.26%+30.24%
2020-19.31%-2.95%
2019+27.64%+46.79%
2018+1.61%+8.40%
2017+4.18%+9.88%
2016+0.99%+28.14%
2015+14.32%+9.06%
2014+42.70%+23.20%
2013-10.13%+13.39%
2012+7.26%+14.12%
2011+18.12%+25.48%
2010+43.65%+12.85%
2009+46.00%-18.60%
2008-28.56%+7.55%
2007-24.67%-13.19%
2006+46.10%+6.98%
2005+24.33%+53.37%
2004+66.66%+33.74%
2003+29.20%+33.20%
2002-11.45%+13.56%
2001+0.88%+16.66%
2000+55.50%+135.53%
1999+6.52%-7.16%

AVB vs WRB Drawdown Comparison

The maximum drawdown for AVB was -70.03%, occurring on Mar 2, 2009. Recovery took 1046 trading sessions.

The maximum drawdown for WRB was -54.39%, occurring on Oct 9, 2008. Recovery took 1524 trading sessions.

The current AVB drawdown is -12.90%. The current WRB drawdown is -6.31%.

RankAVBWRB
#1-70.03%
Feb 7, 2007 - Apr 1, 2011
-54.39%
Apr 20, 2006 - May 8, 2012
#2-46.91%
Feb 18, 2020 - Jul 7, 2021
-45.35%
Feb 19, 2020 - Apr 8, 2021
#3-38.35%
Mar 29, 2022 - Nov 26, 2024
-37.36%
Nov 3, 1999 - Jul 27, 2000
#4-29.41%
Nov 27, 2024 - Mar 27, 2026
-26.29%
Nov 30, 2022 - Jan 5, 2024
#5-29.37%
Apr 12, 2002 - Oct 6, 2003
-25.92%
Dec 26, 2000 - Mar 9, 2001
#6-20.89%
Jun 5, 2017 - Nov 30, 2018
-23.20%
May 1, 2002 - Jan 10, 2003
#7-19.99%
Jul 22, 2011 - Feb 2, 2012
-20.36%
Mar 9, 2001 - Sep 28, 2001
#8-19.55%
Jul 17, 2012 - Jun 5, 2014
-17.63%
Oct 14, 2025 - May 29, 2026
#9-15.10%
May 10, 2016 - Mar 23, 2017
-17.55%
Aug 17, 2015 - Jun 30, 2016
#10-14.16%
Aug 23, 2001 - Mar 21, 2002
-16.41%
Nov 6, 2001 - Apr 5, 2002
#11-13.78%
Dec 29, 2000 - Aug 3, 2001
-15.84%
Apr 11, 2013 - May 7, 2014
#12-13.17%
Dec 29, 2015 - Mar 17, 2016
-14.70%
Jun 7, 2022 - Oct 18, 2022
#13-12.28%
Dec 31, 2004 - May 16, 2005
-13.51%
Mar 15, 2017 - Dec 28, 2017
#14-11.91%
Dec 6, 2018 - Jan 29, 2019
-13.33%
Mar 28, 2024 - Aug 27, 2024
#15-10.74%
Mar 23, 2015 - Aug 17, 2015
-12.62%
Oct 8, 2003 - Jan 12, 2004

Correlation

Correlation between AVB and WRB is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

AVB vs WRB dividend yield comparison.

YearAVBWRB
20261.83%1.96%
20253.86%2.64%
20243.09%2.39%
20233.53%2.73%
20223.94%1.22%
20212.52%2.44%
20203.96%0.71%
20192.90%2.43%
20183.38%2.83%
20173.18%2.16%
20163.05%2.27%
20152.72%0.86%
20142.84%2.79%
20133.62%0.90%
20122.86%3.58%
20112.73%0.90%
20103.17%0.98%
20094.35%0.98%
20088.88%0.74%
20073.61%0.67%
20062.40%0.35%
20053.18%0.32%
20043.72%0.44%
20035.86%0.59%
20027.15%0.89%
20015.41%0.97%
20004.47%0.83%
19991.50%0.62%

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