Insurance Brokers Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1AJG Arthur J Gallagher
237.9
 0.11 
 1.18 
 0.13 
2GSHD Goosehead Insurance
212.19
 0.29 
 2.48 
 0.71 
3BRO Brown Brown
199.95
 0.11 
 1.17 
 0.13 
4RYAN Ryan Specialty Group
173.05
 0.16 
 1.58 
 0.25 
5ERIE Erie Indemnity
158.78
(0.11)
 1.94 
(0.21)
6MMC Marsh McLennan Companies
115.82
 0.06 
 0.83 
 0.05 
7AON Aon PLC
93.17
 0.20 
 1.10 
 0.22 
8WTW Willis Towers Watson
63.34
 0.13 
 1.06 
 0.14 
9BWIN The Baldwin Insurance
62.15
 0.04 
 2.97 
 0.11 
10TWFG TWFG, Class A
60.56
 0.13 
 2.78 
 0.37 
11ABLLL Abacus Life, 9875
5.82
 0.05 
 1.28 
 0.07 
12CRD-A Crawford Company
3.03
 0.09 
 2.06 
 0.19 
13CRD-B Crawford Company
2.54
 0.01 
 2.41 
 0.03 
14RELIW Reliance Global Group
0.0
 0.16 
 164.85 
 25.58 
15816300AH0 US816300AH07
0.0
(0.07)
 1.59 
(0.11)
16CCG Cheche Group Class
0.0
 0.06 
 6.55 
 0.40 
17HUIZ Huize Holding
0.0
(0.05)
 6.07 
(0.29)
18RELI Reliance Global Group
0.0
(0.16)
 5.19 
(0.81)
19CRD-A CRAWFORD CO
19CRD-B CRAWFORD CO
0.0
 0.00 
 0.00 
 0.00 
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.