John W. Rogers Jr. Performance

Ariel Investments LLC Portfolio

$9.26B Total portoflio value

Performance vs S&P 500

Over the past 10 years, John W. Rogers Jr. returned 113.4% compared to 259.7% for the S&P 500 — underperformed the S&P 500 by 146.3%.

1-Year Return

13.4%
S&P 500: 15.5%

3-Year Return

56.3%
S&P 500: 75.2%

5-Year Return

29.2%
S&P 500: 71.2%

10-Year Return

113.4%
S&P 500: 259.7%

Portfolio Value

Buy/Sell Distribution