Over the latest trailing 12-month period, total return cagr is -11.52%. The comparable SPY value is +19.98%. Year-to-date total return is +2.15%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AJG
$745,415
(74.5x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$196,282
(19.6x return)
Invested on Sep 3, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+2.1%
1-Year Total Return
-11.5%
Current Dividend Yield
1.05%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (12.5%) | (11.5%) | +1.0% |
| 3 Years | +4.3% | +5.3% | +0.9% |
| 5 Years | +12.5% | +13.6% | +1.1% |
| 10 Years | +18.0% | +19.9% | +1.8% |
| 15 Years | +16.3% | +18.9% | +2.6% |
| 20 Years | +12.1% | +15.4% | +3.3% |
