Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AJG (Arthur J. Gallagher & Co.) | -15.95% | -33.25% | 2.54% | 9.67% | 18.25% | 17.25% | 14.45% | … | … |
Data as of 06/05/2026, Common starting date is 06/20/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AJG (Arthur J. Gallagher & Co.) | 06/20/1984 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.83 | -33.25 | 2.54 | 9.67 | 18.25 | 17.25 | 14.45 | … | … | -15.95 | -8.03 | 27.34 | 20.51 | 12.44 | 39.02 | 32.12 | 31.79 | 19.19 | 25.89 | 31.10 | -10.14 | 3.47 | 39.96 | 7.64 | 20.26 | 35.60 | -7.79 | 12.67 | -14.39 | -0.02 | -1.23 | 3.22 | 13.45 | -13.12 | 120.65 | 0.36 | 46.74 | 28.13 | 11.09 | -16.78 | 16.41 | -11.72 | 28.32 | 26.26 | -3.76 | -5.58 | 47.01 | -3.60 | -33.81 | 8.81 | 62.18 | 101.69 |
| Sharpe Ratio | NA | -1.55 | -0.12 | 0.22 | 0.68 | NA | NA | … | … | -1.48 | -0.43 | 1.38 | 0.89 | 0.41 | 2.08 | 0.78 | 1.88 | 0.98 | 2.13 | 1.80 | -0.66 | 0.23 | 2.88 | 0.57 | 0.82 | 1.81 | -0.19 | 0.32 | -0.85 | -0.20 | -0.23 | 0.10 | 0.48 | -0.38 | 1.57 | -0.06 | 1.83 | 0.86 | 0.37 | -1.23 | 0.80 | -0.80 | 1.02 | 1.00 | -0.31 | -0.67 | 2.01 | -0.36 | -1.03 | 0.14 | 2.51 | 11.32 |
| Standard Deviation(%) | NA | 27.85 | 22.96 | 22.94 | 23.15 | NA | NA | … | … | 32.54 | 25.34 | 17.16 | 19.20 | 26.73 | 18.78 | 40.81 | 16.16 | 18.25 | 11.91 | 17.20 | 15.43 | 14.89 | 13.88 | 13.44 | 24.73 | 19.58 | 41.10 | 36.98 | 20.61 | 17.13 | 15.13 | 23.36 | 26.36 | 37.83 | 77.03 | 66.49 | 23.76 | 28.84 | 19.89 | 16.51 | 15.45 | 18.47 | 25.41 | 23.49 | 24.38 | 16.49 | 20.43 | 23.46 | 36.67 | 31.31 | 22.58 | 23.60 |
| Draw Down(%) | NA | 44.40 | 44.40 | 44.40 | 44.40 | NA | NA | … | … | 27.28 | 31.34 | 11.46 | 12.78 | 18.80 | 9.31 | 37.22 | 6.41 | 11.50 | 5.98 | 11.48 | 17.34 | 11.05 | 8.44 | 10.31 | 20.70 | 9.93 | 41.95 | 21.65 | 20.36 | 20.90 | 18.11 | 20.32 | 20.86 | 39.41 | 27.31 | 55.50 | 10.90 | 21.32 | 9.97 | 25.48 | 13.82 | 21.72 | 19.05 | 15.42 | 33.04 | 20.60 | 13.13 | 21.83 | 50.40 | 21.74 | 23.18 | 6.78 |
| Yield(%) | 0.00 | 0.81 | 1.10 | 1.52 | 4.13 | 6.40 | 6.32 | … | … | 0.55 | 0.94 | 1.07 | 1.17 | 1.22 | 1.60 | 1.88 | 2.39 | 2.64 | 3.73 | 3.78 | 3.15 | 3.12 | 3.94 | 4.09 | 4.48 | 5.73 | 4.97 | 5.40 | 4.19 | 3.83 | 3.43 | 3.13 | 2.43 | 1.71 | 1.65 | 2.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/20/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AJG (Arthur J. Gallagher & Co.) |
-14.80%
Feb 2006 – Feb 2009 |
-10.28%
Feb 2004 – Feb 2009 |
-0.29%
Oct 1986 – Oct 1996 |
3.93%
Mar 1985 – Mar 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AJG (Arthur J. Gallagher & Co.) |
52.86%
Oct 1998 – Oct 2001 |
38.80%
Oct 1996 – Oct 2001 |
24.60%
Sep 2015 – Sep 2025 |
23.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart