John W. Rogers Jr. Performance

Ariel Investments LLC Portfolio

$9.28B Total portoflio value

Performance vs S&P 500

Over the past 10 years, John W. Rogers Jr. returned 114.2% compared to 259.7% for the S&P 500 — underperformed the S&P 500 by 145.5%.

1-Year Return

11.3%
S&P 500: 16.5%

3-Year Return

50.6%
S&P 500: 76.2%

5-Year Return

36.0%
S&P 500: 78.0%

10-Year Return

114.2%
S&P 500: 259.7%

Portfolio Value

Buy/Sell Distribution