John W. Rogers Jr. Performance

Ariel Investments LLC Portfolio

$9.97B Total portoflio value

Performance vs S&P 500

Over the past 10 years, John W. Rogers Jr. returned 106.7% compared to 254.1% for the S&P 500 — underperformed the S&P 500 by 147.4%.

1-Year Return

17.0%
S&P 500: 21.3%

3-Year Return

39.4%
S&P 500: 73.4%

5-Year Return

27.9%
S&P 500: 74.6%

10-Year Return

106.7%
S&P 500: 254.1%

Portfolio Value

Buy/Sell Distribution