Over the latest trailing 12-month period, total return cagr is -18.94%. The comparable SPY value is +17.76%. Year-to-date total return is -3.65%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AJG
$750,187
(75.0x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
-3.6%
1-Year Total Return
-18.9%
Current Dividend Yield
1.09%
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 | (19.8%) | (18.9%) | +0.9% |
| 3 Years | +4.1% | +5.1% | +1.0% |
| 5 Years | +11.6% | +12.8% | +1.2% |
| 10 Years | +17.6% | +19.4% | +1.9% |
| 15 Years | +15.8% | +18.4% | +2.6% |
| 20 Years |
| +12.2% |
| +15.5% |
| +3.3% |
