John W. Rogers Jr. Performance

Ariel Investments LLC Portfolio

$9.74B Total portoflio value

Performance vs S&P 500

Over the past 10 years, John W. Rogers Jr. returned 110.5% compared to 253.4% for the S&P 500 — underperformed the S&P 500 by 142.9%.

1-Year Return

13.0%
S&P 500: 18.9%

3-Year Return

44.9%
S&P 500: 70.4%

5-Year Return

30.1%
S&P 500: 69.9%

10-Year Return

110.5%
S&P 500: 253.4%

Portfolio Value

Buy/Sell Distribution