AJG vs. WHF
Compare and contrast key facts about Arthur J. Gallagher & Co. (AJG) and WhiteHorse Finance, Inc. (WHF).
Performance
AJG vs. WHF - Performance Comparison
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AJG vs. WHF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | -16.05% | -8.03% | 27.34% | 20.51% | 12.44% | 39.02% | 32.12% | 31.79% | 19.19% | 25.04% |
WHF WhiteHorse Finance, Inc. | 6.62% | -15.36% | -8.52% | 6.26% | -6.23% | 25.77% | 19.14% | 20.83% | 4.80% | 21.87% |
Fundamentals
AJG:
$6.15
WHF:
$1.15
AJG:
35.22
WHF:
6.42
AJG:
4.33
WHF:
3.94
AJG:
$13.03B
WHF:
$43.62M
AJG:
$7.34B
WHF:
$19.82M
AJG:
$3.62B
WHF:
$0.00
Returns By Period
In the year-to-date period, AJG achieves a -16.05% return, which is significantly lower than WHF's 6.62% return. Over the past 10 years, AJG has outperformed WHF with an annualized return of 19.06%, while WHF has yielded a comparatively lower 9.36% annualized return.
AJG
- 1D
- 0.29%
- 1M
- -4.80%
- YTD
- -16.05%
- 6M
- -29.68%
- 1Y
- -36.65%
- 3Y*
- 5.20%
- 5Y*
- 12.50%
- 10Y*
- 19.06%
WHF
- 1D
- 1.23%
- 1M
- 17.62%
- YTD
- 6.62%
- 6M
- 11.48%
- 1Y
- -12.87%
- 3Y*
- -4.03%
- 5Y*
- -1.97%
- 10Y*
- 9.36%
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Return for Risk
AJG vs. WHF — Risk / Return Rank
AJG
WHF
AJG vs. WHF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Arthur J. Gallagher & Co. (AJG) and WhiteHorse Finance, Inc. (WHF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AJG | WHF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.29 | -0.46 | -0.82 |
Sortino ratioReturn per unit of downside risk | -1.77 | -0.51 | -1.26 |
Omega ratioGain probability vs. loss probability | 0.77 | 0.94 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.88 | -0.41 | -0.46 |
Martin ratioReturn relative to average drawdown | -1.63 | -0.75 | -0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AJG | WHF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.29 | -0.46 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | -0.09 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.30 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.25 | +0.23 |
Correlation
The correlation between AJG and WHF is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AJG vs. WHF - Dividend Comparison
AJG's dividend yield for the trailing twelve months is around 1.22%, less than WHF's 14.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 1.22% | 1.00% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% |
WHF WhiteHorse Finance, Inc. | 14.39% | 20.72% | 18.44% | 12.60% | 11.26% | 10.03% | 13.96% | 11.79% | 11.16% | 10.58% | 11.67% | 12.37% |
Drawdowns
AJG vs. WHF - Drawdown Comparison
The maximum AJG drawdown since its inception was -57.49%, roughly equal to the maximum WHF drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for AJG and WHF.
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Drawdown Indicators
| AJG | WHF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.49% | -57.48% | -0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -40.88% | -28.62% | -12.26% |
Max Drawdown (5Y)Largest decline over 5 years | -40.88% | -37.91% | -2.97% |
Max Drawdown (10Y)Largest decline over 10 years | -40.88% | -57.48% | +16.60% |
Current DrawdownCurrent decline from peak | -37.29% | -25.67% | -11.62% |
Average DrawdownAverage peak-to-trough decline | -12.71% | -8.75% | -3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.99% | 15.85% | +6.14% |
Volatility
AJG vs. WHF - Volatility Comparison
The current volatility for Arthur J. Gallagher & Co. (AJG) is 9.27%, while WhiteHorse Finance, Inc. (WHF) has a volatility of 10.56%. This indicates that AJG experiences smaller price fluctuations and is considered to be less risky than WHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AJG | WHF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.27% | 10.56% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 22.25% | 22.45% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.55% | 27.84% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.55% | 22.70% | -0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.84% | 31.47% | -8.63% |
Financials
AJG vs. WHF - Financials Comparison
This section allows you to compare key financial metrics between Arthur J. Gallagher & Co. and WhiteHorse Finance, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities