Arthur J. Gallagher & Co. (AJG) Growth of $10K (Lump Sum & DCA)AJGArthur J. Gallagher & Co.NYSEFinancials$231.82+$3.71 +1.63%Oct 2, 2026 close © 2026 WallStMonk. All rights reserved. v0.17.12Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$53,567+$43,567 · +435.67%
Total invested$10,000
Annualised (CAGR)+18.30%
Max drawdown-42.19%
SIP · Monthly122 contributions
$100 every month
$26,678+$14,478 · +118.67%
Total invested$12,200
Money-weighted (XIRR)+15.01%
Max drawdown-39.92%
SIP · Biweekly261 contributions
$100 every two weeks
$56,925+$30,825 · +118.10%
Total invested$26,100
Money-weighted (XIRR)+15.00%
Max drawdown-39.74%
Best 12-month stretch+90.14%Apr 2020 → Apr 2021
Worst 12-month stretch-41.54%May 2025 → May 2026
Deepest drawdown-42.19%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,026on $10,000, trailing 10 years
Growth of your contributions
It would be worth$80,245after your settings in AJG
Profit+$58,045+261.46% on money in
Annualised return+17.44%Money-weighted (XIRR)
Deepest dip-41.47%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-11.52% | -7.92% | +7.17% | -24.46% | +0.94% p.a. | +9.45% p.a. | +18.30% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +3.52% | +25.04% | +16.95% | +34.41% | +32.01% | +39.02% | +12.44% | +20.51% | +25.80% | -7.90% | -8.62% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,659 | +$359 | +3.49% |
| 2017 | $11,500 | $14,647 | +$3,147 | +27.37% |
| 2018 | $12,800 | $18,494 | +$5,694 | +44.49% |
| 2019 | $14,000 | $26,209 | +$12,209 | +87.21% |
| 2020 | $15,200 | $36,137 | +$20,937 | +137.74% |
| 2021 | $16,400 | $51,700 | +$35,300 | +215.24% |
| 2022 | $17,600 | $59,466 | +$41,866 | +237.88% |
| 2023 | $18,800 | $72,940 | +$54,140 | +287.98% |
| 2024 | $20,100 | $93,151 | +$73,051 | +363.44% |
| 2025 | $21,300 | $86,814 | +$65,514 | +307.58% |
| 2026 (YTD) | $22,200 | $80,245 | +$58,045 | +261.46% |