Arthur J. Gallagher & Co. (AJG) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$14,564
Total Return
45.64%
CAGR
7.81%
Dividends
$802.91
Yield on Cost
8.03%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.87% |
| Median | +1.58% |
| Best | +19.27% |
| Worst | -22.48% |
| % of Windows Positive | 59.7% |
1-Year (252 Trading Days)
| Average | +16.43% |
| Median | +22.18% |
| Best | +44.95% |
| Worst | -41.58% |
| % of Windows Positive | 83.9% |
3-Year (756 Trading Days)
| Average | +71.13% |
| Median | +81.89% |
| Best | +128.21% |
| Worst | -8.81% |
| % of Windows Positive | 96.6% |
Risk Metrics
| Maximum Drawdown | -44.51% |
| Average Drawdown | -8.18% |
| Drawdown Duration | 252 Trading Days (Unrecovered) |
| Sortino Ratio | 0.60 |
| Calmar Ratio | 0.18 |
| CVaR (5%) | -3.50% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -21.56% (-43.78% ann.) | $2155.95 | $27.05 | $5.41 | $0.04 |
| 2025 | -8.18% | $818.14 | $91.82 | $18.36 | $0.15 |
| 2024 | +27.12% | +$2712.10 | $107.03 | $21.41 | $0.17 |
| 2023 | +20.25% | +$2025.42 | $117.07 | $23.41 | $0.19 |
| 2022 | +12.16% | +$1216.18 | $120.68 | $24.14 | $0.19 |
| 2021 | +38.63% | +$3863.29 | $155.88 | $31.18 | $0.25 |
| 2020 | +31.70% | +$3169.75 | $190.03 | $38.01 | $0.30 |
| 2019 | +31.26% | +$3125.76 | $234.81 | $46.96 | $0.38 |
| 2018 | +18.64% | +$1863.84 | $261.03 | $52.21 | $0.42 |
| 2017 | +24.36% | +$2436.30 | $302.68 | $60.54 | $0.48 |
| 2016 | +30.25% | +$3025.29 | $375.13 | $75.03 | $0.60 |
| 2015 | -10.74% | $1074.29 | $317.36 | $63.47 | $0.51 |
| 2014 | +2.81% | +$280.69 | $309.71 | $61.94 | $0.50 |
| 2013 | +39.06% | +$3905.95 | $408.23 | $81.65 | $0.65 |
| 2012 | +6.82% | +$681.79 | $411.41 | $82.28 | $0.66 |
| 2011 | +19.19% | +$1919.44 | $460.19 | $92.04 | $0.74 |
| 2010 | +34.28% | +$3427.52 | $577.31 | $115.46 | $0.92 |
| 2009 | -8.86% | $885.60 | $503.81 | $100.76 | $0.81 |
| 2008 | +11.56% | +$1156.23 | $537.48 | $107.50 | $0.86 |
| 2007 | -15.14% | $1514.12 | $425.15 | $85.03 | $0.68 |
| 2006 | -0.91% | $91.37 | $393.86 | $78.77 | $0.63 |
| 2005 | -1.99% | $199.24 | $348.75 | $69.75 | $0.56 |
| 2004 | +2.54% | +$254.26 | $310.69 | $62.14 | $0.50 |
| 2003 | +12.86% | +$1286.38 | $247.07 | $49.41 | $0.40 |
| 2002 | -13.47% | $1347.16 | $169.10 | $33.82 | $0.27 |
| 2001 | +9.93% | +$993.03 | $164.39 | $32.88 | $0.26 |
| 2000 | +99.79% | +$9979.15 | $286.34 | $57.27 | $0.46 |
| 1999 | +50.35% | +$5034.91 | $366.21 | $73.24 | $0.59 |
| 1998 | +31.43% | +$3143.09 | $410.40 | $82.08 | $0.66 |
| 1997 | +14.29% | +$1428.82 | $404.37 | $80.87 | $0.65 |
| 1996 | -14.45% | $1445.23 | $314.55 | $62.91 | $0.50 |
| 1995 | +19.03% | +$1902.76 | $315.16 | $63.03 | $0.50 |
| 1994 | -9.69% | $968.85 | $244.90 | $48.98 | $0.39 |
| 1993 | +30.57% | +$3057.18 | $256.56 | $51.31 | $0.41 |
| 1992 | +28.88% | +$2888.02 | $288.35 | $57.67 | $0.46 |
| 1991 | -1.59% | $158.68 | $277.44 | $55.49 | $0.44 |
| 1990 | -3.59% | $358.91 | $245.56 | $49.12 | $0.39 |
| 1989 | +49.98% | +$4998.50 | $312.99 | $62.60 | $0.50 |
| 1988 | -3.02% | $301.99 | $69.06 | $13.81 | $0.11 |
| 1987 | -33.81% | $3380.95 | $0.00 | $0.00 | $0.00 |
| 1986 | +8.81% | +$880.83 | $0.00 | $0.00 | $0.00 |
| 1985 | +62.18% | +$6218.49 | $0.00 | $0.00 | $0.00 |
| 1984 partial | +101.69% (+274.68% ann.) | +$10169.49 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +43.39% | +8.18% | +$4338.99 | $1678.32 | $335.67 | $2.69 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +88.36% | +27.89% | +$8835.84 | $1176.97 | $235.40 | $1.88 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +42.60% | +7.36% | +$4259.82 | $2346.76 | $469.35 | $3.76 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -43.53% | -33.27% | $4353.08 | $562.48 | $112.50 | $0.90 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +153.86% | +31.78% | +$15385.64 | $3085.30 | $617.06 | $4.94 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +264.91% | +18.66% | +$26490.74 | $3556.82 | $711.36 | $5.69 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -36.69% | -99.46% | $3669.21 | $41.60 | $8.32 | $0.07 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +44.03% | +79.88% | +$4403.44 | $116.69 | $23.34 | $0.19 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +51.59% | +48.39% | +$5159.45 | $172.65 | $34.53 | $0.28 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +16.88% | +18.01% | +$1687.86 | $123.84 | $24.77 | $0.20 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +55.76% | +27.01% | +$5576.23 | $235.43 | $47.09 | $0.38 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -29.68% | -18.65% | $2967.68 | $134.51 | $26.90 | $0.22 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1988-12-23 | $0.0300 | 0.75% |
| 1989-03-27 | $0.0325 | 0.72% |
| 1989-06-26 | $0.0325 | 0.64% |
| 1989-09-25 | $0.0325 | 0.59% |
| 1989-12-22 | $0.0325 | 0.52% |
| 1990-03-26 | $0.0375 | 0.62% |
| 1990-06-25 | $0.0375 | 0.65% |
| 1990-09-24 | $0.0375 | 0.71% |
| 1990-12-24 | $0.0375 | 0.63% |
| 1991-03-22 | $0.0400 | 0.57% |
| 1991-06-24 | $0.0400 | 0.69% |
| 1991-09-24 | $0.0400 | 0.82% |
| 1991-12-24 | $0.0400 | 0.71% |
| 1992-03-25 | $0.0400 | 0.64% |
| 1992-06-24 | $0.0400 | 0.75% |
| 1992-09-24 | $0.0400 | 0.66% |
| 1992-12-24 | $0.0400 | 0.57% |
| 1993-03-25 | $0.0450 | 0.53% |
| 1993-06-24 | $0.0450 | 0.56% |
| 1993-09-24 | $0.0450 | 0.60% |
| 1993-12-27 | $0.0450 | 0.51% |
| 1994-03-25 | $0.0550 | 0.76% |
| 1994-06-24 | $0.0550 | 0.71% |
| 1994-09-26 | $0.0550 | 0.66% |
| 1994-12-23 | $0.0550 | 0.72% |
| 1995-03-27 | $0.0625 | 0.70% |
| 1995-06-28 | $0.0625 | 0.70% |
| 1995-09-27 | $0.0625 | 0.70% |
| 1995-12-27 | $0.0625 | 0.67% |
| 1996-03-27 | $0.0725 | 0.79% |
| 1996-06-26 | $0.0725 | 0.90% |
| 1996-09-26 | $0.0725 | 0.85% |
| 1996-12-27 | $0.0725 | 0.93% |
| 1997-03-26 | $0.0775 | 0.96% |
| 1997-06-26 | $0.0775 | 0.89% |
| 1997-09-26 | $0.0775 | 0.84% |
| 1997-12-29 | $0.0775 | 0.89% |
| 1998-03-27 | $0.0875 | 0.78% |
| 1998-06-26 | $0.0875 | 0.77% |
| 1998-09-28 | $0.0875 | 0.83% |
| 1998-12-29 | $0.0875 | 0.78% |
| 1999-03-29 | $0.1000 | 0.84% |
| 1999-06-28 | $0.1000 | 0.82% |
| 1999-09-28 | $0.1000 | 0.76% |
| 1999-12-29 | $0.1000 | 0.62% |
| 2000-03-29 | $0.1150 | 0.77% |
| 2000-06-28 | $0.1150 | 0.59% |
| 2000-09-27 | $0.1150 | 0.41% |
| 2000-12-27 | $0.1150 | 0.35% |
| 2001-03-28 | $0.1300 | 0.47% |
| 2001-06-27 | $0.1300 | 0.48% |
| 2001-09-26 | $0.1300 | 0.42% |
| 2001-12-27 | $0.1300 | 0.38% |
| 2002-03-26 | $0.1300 | 0.40% |
| 2002-06-26 | $0.1500 | 0.44% |
| 2002-09-26 | $0.1500 | 0.61% |
| 2002-12-27 | $0.1500 | 0.52% |
| 2003-03-27 | $0.1800 | 0.72% |
| 2003-06-26 | $0.1800 | 0.64% |
| 2003-09-26 | $0.1800 | 0.63% |
| 2003-12-29 | $0.1800 | 0.56% |
| 2004-03-29 | $0.2500 | 0.79% |
| 2004-06-28 | $0.2500 | 0.80% |
| 2004-09-28 | $0.2500 | 0.76% |
| 2004-12-29 | $0.2500 | 0.77% |
| 2005-03-29 | $0.2800 | 0.97% |
| 2005-06-28 | $0.2800 | 1.04% |
| 2005-09-28 | $0.2800 | 0.95% |
| 2005-12-28 | $0.2800 | 0.89% |
| 2006-03-29 | $0.3000 | 1.07% |
| 2006-06-28 | $0.3000 | 1.18% |
| 2006-09-27 | $0.3000 | 1.11% |
| 2006-12-27 | $0.3000 | 1.00% |
| 2007-03-28 | $0.3100 | 1.09% |
| 2007-06-27 | $0.3100 | 1.09% |
| 2007-09-26 | $0.3100 | 1.06% |
| 2007-12-27 | $0.3100 | 1.22% |
| 2008-03-27 | $0.3200 | 1.32% |
| 2008-06-26 | $0.3200 | 1.27% |
| 2008-09-26 | $0.3200 | 1.17% |
| 2008-12-29 | $0.3200 | 1.27% |
| 2009-03-27 | $0.3200 | 1.76% |
| 2009-06-26 | $0.3200 | 1.46% |
| 2009-09-28 | $0.3200 | 1.29% |
| 2009-12-29 | $0.3200 | 1.40% |
| 2010-03-29 | $0.3200 | 1.28% |
| 2010-06-28 | $0.3200 | 1.24% |
| 2010-09-28 | $0.3200 | 1.21% |
| 2010-12-29 | $0.3200 | 1.09% |
| 2011-03-29 | $0.3300 | 1.08% |
| 2011-06-28 | $0.3300 | 1.18% |
| 2011-09-28 | $0.3300 | 1.22% |
| 2011-12-28 | $0.3300 | 0.98% |
| 2012-03-28 | $0.3400 | 0.94% |
| 2012-06-27 | $0.3400 | 0.99% |
| 2012-09-26 | $0.3400 | 0.93% |
| 2012-11-29 | $0.3400 | 0.94% |
| 2013-02-28 | $0.3500 | 0.91% |
| 2013-05-31 | $0.3500 | 0.78% |
| 2013-08-30 | $0.3500 | 0.83% |
| 2013-12-02 | $0.3500 | 0.75% |
| 2014-02-28 | $0.3600 | 0.78% |
| 2014-06-04 | $0.3600 | 0.78% |
| 2014-09-03 | $0.3600 | 0.76% |
| 2014-12-03 | $0.3600 | 0.75% |
| 2015-03-02 | $0.3700 | 0.79% |
| 2015-06-03 | $0.3700 | 0.77% |
| 2015-09-02 | $0.3700 | 0.87% |
| 2015-12-02 | $0.3700 | 0.84% |
| 2016-03-02 | $0.3800 | 0.94% |
| 2016-06-01 | $0.3800 | 0.79% |
| 2016-08-31 | $0.3800 | 0.77% |
| 2016-11-30 | $0.3800 | 0.74% |
| 2017-03-01 | $0.3900 | 0.68% |
| 2017-05-31 | $0.3900 | 0.68% |
| 2017-08-30 | $0.3900 | 0.67% |
| 2017-11-30 | $0.3900 | 0.59% |
| 2018-03-01 | $0.4100 | 0.59% |
| 2018-05-31 | $0.4100 | 0.61% |
| 2018-09-06 | $0.4100 | 0.56% |
| 2018-12-06 | $0.4100 | 0.54% |
| 2019-02-28 | $0.4300 | 0.53% |
| 2019-06-06 | $0.4300 | 0.49% |
| 2019-09-05 | $0.4300 | 0.48% |
| 2019-12-05 | $0.4300 | 0.46% |
| 2020-03-05 | $0.4500 | 0.42% |
| 2020-06-04 | $0.4500 | 0.46% |
| 2020-09-03 | $0.4500 | 0.42% |
| 2020-12-03 | $0.4500 | 0.39% |
| 2021-03-04 | $0.4800 | 0.39% |
| 2021-06-03 | $0.4800 | 0.33% |
| 2021-09-02 | $0.4800 | 0.33% |
| 2021-12-02 | $0.4800 | 0.30% |
| 2022-03-03 | $0.5100 | 0.32% |
| 2022-06-02 | $0.5100 | 0.32% |
| 2022-09-01 | $0.5100 | 0.28% |
| 2022-12-01 | $0.5100 | 0.26% |
| 2023-03-02 | $0.5500 | 0.29% |
| 2023-06-01 | $0.5500 | 0.27% |
| 2023-08-31 | $0.5500 | 0.24% |
| 2023-11-30 | $0.5500 | 0.22% |
| 2024-02-29 | $0.6000 | 0.24% |
| 2024-06-07 | $0.6000 | 0.24% |
| 2024-09-06 | $0.6000 | 0.20% |
| 2024-12-06 | $0.6000 | 0.20% |
| 2025-03-07 | $0.6500 | 0.19% |
| 2025-06-06 | $0.6500 | 0.20% |
| 2025-09-05 | $0.6500 | 0.22% |
| 2025-12-05 | $0.6500 | 0.26% |
| 2026-03-06 | $0.7000 | 0.30% |
| Total | 150 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-03 | $33.11 | $6.62 | $0.05 | 0.1829 |
| 2021-09-02 | $33.20 | $6.64 | $0.05 | 0.1818 |
| 2021-12-02 | $33.29 | $6.66 | $0.05 | 0.1596 |
| 2022-03-03 | $35.45 | $7.09 | $0.06 | 0.1787 |
| 2022-06-02 | $35.54 | $7.11 | $0.06 | 0.1726 |
| 2022-09-01 | $35.63 | $7.13 | $0.06 | 0.1566 |
| 2022-12-01 | $35.71 | $7.14 | $0.06 | 0.1427 |
| 2023-03-02 | $38.59 | $7.72 | $0.06 | 0.1647 |
| 2023-06-01 | $38.68 | $7.74 | $0.06 | 0.1528 |
| 2023-08-31 | $38.76 | $7.75 | $0.06 | 0.1343 |
| 2023-11-30 | $38.84 | $7.77 | $0.06 | 0.1245 |
| 2024-02-29 | $42.44 | $8.49 | $0.07 | 0.1389 |
| 2024-06-07 | $42.52 | $8.50 | $0.07 | 0.1339 |
| 2024-09-06 | $42.60 | $8.52 | $0.07 | 0.1156 |
| 2024-12-06 | $42.67 | $8.53 | $0.07 | 0.1148 |
| 2025-03-07 | $46.30 | $9.26 | $0.07 | 0.1141 |
| 2025-06-06 | $46.38 | $9.28 | $0.07 | 0.1126 |
| 2025-09-05 | $46.45 | $9.29 | $0.07 | 0.1240 |
| 2025-12-05 | $46.53 | $9.31 | $0.07 | 0.1550 |
| 2026-03-06 | $50.22 | $10.04 | $0.08 | 0.1758 |
| Total | $802.91 | $160.58 | $1.28 | 2.9359 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.