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AJG: Arthur J. Gallagher & Co. (STOCK)
Basic Info 323.81 1.51(0.47%) April 28
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/20/1984 |
| Last Dividend Date: | 03/07/2025 |
| 12-Mo. Yield | 1.03% |
| Expenses | - |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/1984 |
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(%) | 1.4 | 14.3 | 37.8 | 23.3 | 35.6 | 23.5 | 21.5 | 16.7 | 15.6 | 27.3 | 20.5 | 12.4 | 39.0 | 32.1 | 31.8 | 19.2 | 25.9 | 31.1 | -10.1 | 3.5 | 40.0 | 7.6 | 20.3 | 35.6 | -7.8 | 12.7 | -14.4 | -0.0 | -1.2 | 3.2 | 13.5 | -13.1 | 120.7 | 0.4 | 46.7 | 28.1 | 11.1 | -16.8 | 16.4 | -11.7 | 28.3 | 26.3 | -3.8 | -5.6 | 47.0 | -3.6 | -33.8 | 8.8 | 62.2 | 101.7 |
| Sharpe Ratio | NA | 1.72 | 1.43 | 0.85 | 1.51 | 0.97 | NA | NA | 0.47 | 1.21 | 0.85 | 0.42 | 2.08 | 0.78 | 1.88 | 0.98 | 2.13 | 1.8 | -0.66 | 0.23 | 2.88 | 0.57 | 0.82 | 1.81 | -0.19 | 0.32 | -0.85 | -0.19 | -0.22 | 0.1 | 0.48 | -0.38 | 1.57 | -0.06 | 1.83 | 0.86 | 0.38 | -1.22 | 0.81 | -0.79 | 1.03 | 1.01 | -0.31 | -0.66 | 2.02 | -0.35 | -1.03 | 0.15 | 2.52 | 11.33 |
| Draw Down(%) | NA | 10.0 | 12.3 | 16.6 | 18.8 | 37.2 | NA | NA | 58.0 | 11.5 | 12.8 | 18.8 | 9.3 | 37.2 | 6.4 | 11.5 | 6.0 | 11.5 | 17.3 | 11.0 | 8.4 | 10.3 | 20.7 | 9.9 | 42.0 | 21.6 | 20.4 | 20.9 | 18.1 | 20.3 | 20.9 | 39.4 | 27.3 | 55.5 | 10.9 | 21.3 | 10.0 | 25.5 | 13.8 | 21.7 | 19.0 | 15.4 | 33.0 | 20.6 | 13.1 | 21.8 | 50.4 | 21.7 | 23.2 | 6.8 |
| Standard Deviation(%) | NA | 27.8 | 21.6 | 21.7 | 21.6 | 22.0 | NA | NA | 28.1 | 17.2 | 19.2 | 26.7 | 18.8 | 40.8 | 16.2 | 18.2 | 11.9 | 17.2 | 15.4 | 14.9 | 13.9 | 13.4 | 24.7 | 19.6 | 41.1 | 37.0 | 20.6 | 17.1 | 15.1 | 23.4 | 26.4 | 37.8 | 77.0 | 66.5 | 23.8 | 28.8 | 19.9 | 16.5 | 15.5 | 18.5 | 25.4 | 23.5 | 24.4 | 16.5 | 20.4 | 23.5 | 36.7 | 31.3 | 22.6 | 23.6 |
| Treynor Ratio | NA | 1.19 | 0.83 | 0.3 | 0.48 | 0.27 | NA | NA | 0.24 | 0.6 | 0.26 | 0.13 | 0.47 | 0.34 | 0.37 | 0.24 | 0.3 | 0.32 | -0.14 | 0.04 | 0.47 | 0.11 | 0.23 | 0.5 | -0.12 | 0.25 | -0.31 | -0.05 | -0.05 | 0.04 | 0.15 | -0.17 | 5.66 | -0.84 | 1.15 | 0.43 | 0.35 | -1.26 | 0.78 | -0.5 | 0.5 | 0.57 | -0.3 | -1.62 | 1.11 | -0.49 | -1.34 | 0.25 | 2.85 | 24.48 |
| Alpha | NA | 0.2 | 0.1 | 0.06 | 0.08 | 0.05 | NA | NA | 0.04 | 0.05 | 0.01 | 0.12 | 0.05 | 0.06 | 0.02 | 0.08 | 0.03 | 0.07 | -0.04 | -0.03 | 0.04 | -0.01 | 0.07 | 0.08 | -0.07 | 0.14 | -0.07 | -0.04 | -0.02 | 0.0 | -0.03 | 0.04 | 0.46 | 0.07 | 0.12 | 0.05 | 0.01 | -0.09 | 0.03 | -0.05 | 0.09 | 0.08 | -0.04 | -0.04 | 0.11 | -0.03 | -0.16 | 0.03 | 0.17 | 0.51 |
| Beta | NA | 0.4 | 0.37 | 0.61 | 0.68 | 0.79 | NA | NA | 0.54 | 0.35 | 0.64 | 0.83 | 0.83 | 0.93 | 0.82 | 0.74 | 0.84 | 0.98 | 0.72 | 0.85 | 0.85 | 0.67 | 0.87 | 0.71 | 0.68 | 0.46 | 0.56 | 0.64 | 0.65 | 0.56 | 0.86 | 0.85 | 0.21 | 0.04 | 0.38 | 0.58 | 0.22 | 0.16 | 0.16 | 0.3 | 0.52 | 0.42 | 0.25 | 0.07 | 0.37 | 0.17 | 0.28 | 0.19 | 0.2 | 0.11 |
| RSquared | NA | 0.18 | 0.11 | 0.28 | 0.32 | 0.44 | NA | NA | 0.12 | 0.07 | 0.19 | 0.56 | 0.34 | 0.63 | 0.4 | 0.47 | 0.22 | 0.55 | 0.53 | 0.42 | 0.46 | 0.4 | 0.67 | 0.42 | 0.22 | 0.26 | 0.19 | 0.14 | 0.2 | 0.07 | 0.32 | 0.35 | 0.0 | 0.0 | 0.08 | 0.17 | 0.04 | 0.01 | 0.01 | 0.03 | 0.03 | 0.03 | 0.02 | 0.0 | 0.05 | 0.01 | 0.06 | 0.01 | 0.01 | 0.0 |
| Yield(%) | N/A | 0.2 | 1.0 | 1.3 | 2.7 | 3.9 | 6.7 | 5.8 | N/A | 1.1 | 1.2 | 1.2 | 1.6 | 1.9 | 2.4 | 2.6 | 3.7 | 3.8 | 3.2 | 3.1 | 3.9 | 4.1 | 4.5 | 5.7 | 5.0 | 5.4 | 4.2 | 3.8 | 3.4 | 3.1 | 2.4 | 1.7 | 1.7 | 2.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -72.9 | 8.9 | 22.8 | 25.9 | 45.7 | 165.4 | 797.8 | N/A | 9.1 | 7.8 | 6.2 | 6.7 | 4.7 | 4.9 | -15.9 | 28.3 | 2.7 | 2.8 | 2.9 | 2.9 | 3.0 | 3.1 | 0.0 | 0.0 | 3.2 | 3.3 | 7.1 | 12.0 | 38.9 | 24.1 | 11.5 | 13.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1984
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