Over the latest trailing 12-month period, total return cagr is -14.95%. The comparable SPY value is +19.37%. Year-to-date total return is -1.95%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AJG
$715,507
(71.6x return)
Invested on Sep 3, 1996
Growth of $10,000 in SPY (S&P 500)
$192,542
(19.3x 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
-1.9%
1-Year Total Return
-14.9%
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 | (15.9%) | (14.9%) | +1.0% |
| 3 Years | +3.3% | +4.3% | +1.0% |
| 5 Years | +11.7% | +12.9% | +1.2% |
| 10 Years | +17.5% | +19.3% | +1.8% |
| 15 Years | +15.9% | +18.5% | +2.6% |
| 20 Years |
| +11.9% |
| +15.2% |
| +3.3% |
