WHF vs. AJG
Compare and contrast key facts about WhiteHorse Finance, Inc. (WHF) and Arthur J. Gallagher & Co. (AJG).
Performance
WHF vs. AJG - Performance Comparison
Loading graphics...
WHF vs. AJG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WHF WhiteHorse Finance, Inc. | 2.44% | -15.36% | -8.52% | 6.26% | -6.23% | 25.77% | 19.14% | 20.83% | 4.80% | 21.87% |
AJG Arthur J. Gallagher & Co. | -16.15% | -8.03% | 27.34% | 20.51% | 12.44% | 39.02% | 32.12% | 31.79% | 19.19% | 25.04% |
Fundamentals
WHF:
$1.15
AJG:
$6.15
WHF:
6.17
AJG:
35.19
WHF:
3.78
AJG:
4.32
WHF:
$43.62M
AJG:
$13.03B
WHF:
$19.82M
AJG:
$7.34B
WHF:
$0.00
AJG:
$3.62B
Returns By Period
In the year-to-date period, WHF achieves a 2.44% return, which is significantly higher than AJG's -16.15% return. Over the past 10 years, WHF has underperformed AJG with an annualized return of 8.92%, while AJG has yielded a comparatively higher 19.05% annualized return.
WHF
- 1D
- -3.92%
- 1M
- 5.95%
- YTD
- 2.44%
- 6M
- 12.31%
- 1Y
- -15.68%
- 3Y*
- -5.30%
- 5Y*
- -2.75%
- 10Y*
- 8.92%
AJG
- 1D
- -0.11%
- 1M
- -5.35%
- YTD
- -16.15%
- 6M
- -28.86%
- 1Y
- -36.46%
- 3Y*
- 5.16%
- 5Y*
- 12.48%
- 10Y*
- 19.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WHF vs. AJG — Risk / Return Rank
WHF
AJG
WHF vs. AJG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WhiteHorse Finance, Inc. (WHF) and Arthur J. Gallagher & Co. (AJG). 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.
| WHF | AJG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.56 | -1.28 | +0.72 |
Sortino ratioReturn per unit of downside risk | -0.66 | -1.76 | +1.10 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.77 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.57 | -0.90 | +0.33 |
Martin ratioReturn relative to average drawdown | -1.03 | -1.66 | +0.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WHF | AJG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.56 | -1.28 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.56 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.84 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.47 | -0.24 |
Correlation
The correlation between WHF and AJG 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
WHF vs. AJG - Dividend Comparison
WHF's dividend yield for the trailing twelve months is around 14.98%, more than AJG's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHF WhiteHorse Finance, Inc. | 14.98% | 20.72% | 18.44% | 12.60% | 11.26% | 10.03% | 13.96% | 11.79% | 11.16% | 10.58% | 11.67% | 12.37% |
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% |
Drawdowns
WHF vs. AJG - Drawdown Comparison
The maximum WHF drawdown since its inception was -57.48%, roughly equal to the maximum AJG drawdown of -57.49%. Use the drawdown chart below to compare losses from any high point for WHF and AJG.
Loading graphics...
Drawdown Indicators
| WHF | AJG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.48% | -57.49% | +0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -28.62% | -40.88% | +12.26% |
Max Drawdown (5Y)Largest decline over 5 years | -37.91% | -40.88% | +2.97% |
Max Drawdown (10Y)Largest decline over 10 years | -57.48% | -40.88% | -16.60% |
Current DrawdownCurrent decline from peak | -28.58% | -37.36% | +8.78% |
Average DrawdownAverage peak-to-trough decline | -8.76% | -12.71% | +3.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.88% | 22.11% | -6.23% |
Volatility
WHF vs. AJG - Volatility Comparison
WhiteHorse Finance, Inc. (WHF) has a higher volatility of 11.40% compared to Arthur J. Gallagher & Co. (AJG) at 9.13%. This indicates that WHF's price experiences larger fluctuations and is considered to be riskier than AJG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WHF | AJG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.40% | 9.13% | +2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 22.81% | 22.20% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.08% | 28.52% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.77% | 22.55% | +0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.49% | 22.83% | +8.66% |
Financials
WHF vs. AJG - Financials Comparison
This section allows you to compare key financial metrics between WhiteHorse Finance, Inc. and Arthur J. Gallagher & Co.. 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