John W. Rogers Jr. Performance

Ariel Investments LLC Portfolio

$9.75B Total portoflio value
Portfolio 105 Options 0 Performance

Performance vs S&P 500

Over the past 10 years, John W. Rogers Jr. returned 130.2% compared to 245.4% for the S&P 500 — underperformed the S&P 500 by 115.2%.

1-Year Return

21.6%
S&P 500: 9.7%

3-Year Return

64.2%
S&P 500: 68.9%

5-Year Return

30.2%
S&P 500: 56.9%

10-Year Return

130.2%
S&P 500: 245.4%

Portfolio Value

Buy/Sell Distribution

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