The total return over the past 12 months is -18.94% vs. +17.77% for the S&P 500. So far it's up -3.65% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (19.84%) | +4.10% | +11.61% | +17.55% | +15.76% | +12.18% |
| Total Return CAGR | (18.94%) | +5.10% | +12.78% | +19.45% | +18.37% | +15.49% |
| Revenue CAGR | +24.50% | +19.33% | +15.44% | +10.61% | +15.04% | +12.33% |
| Net Income CAGR | +3.39% | +11.51% | +13.53% | +15.50% | +16.64% | +13.78% |
| EPS CAGR | (12.07%) | +3.23% | +6.33% | +10.91% | +8.96% | +15.62% |
| Free Cash Flow CAGR | (26.24%) | +22.23% | +0.32% | +13.93% | +16.30% | +19.44% |
| Operating Cash Flow CAGR | (24.39%) | +19.04% | +0.87% | +12.00% | +15.88% | +17.45% |
| Dividends CAGR | +8.34% | +8.42% | +7.63% | +5.80% | +4.84% | +4.44% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Arthur J. Gallagher & Co. (AJG)
| Year | Start Value | End Value | AJG Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 7786.34 | 7501.87 | (3.65%) | +8.94% | (12.59%) |
| 2025 | 8465.02 | 7786.34 | (8.02%) | +17.72% | (25.74%) |
| 2024 | 6647.13 | 8465.02 | +27.35% | +24.89% | +2.46% |
| 2023 | 5516.18 | 6647.13 | +20.50% | +26.19% | (5.69%) |
| 2022 | 4906.51 | 5516.18 | +12.43% | (18.17%) | +30.60% |
| 2021 | 3529.64 | 4906.51 | +39.01% | +28.74% | +10.27% |
| 2020 | 2670.88 | 3529.64 | +32.15% | +18.37% | +13.78% |
| 2019 | 2026.81 | 2670.88 | +31.78% | +31.22% | +0.56% |
| 2018 | 1700.46 | 2026.81 | +19.19% | (4.56%) | +23.75% |
| 2017 | 1360.15 | 1700.46 | +25.02% | +21.70% | +3.32% |
