ERIE return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
1995 to today, log scaleResult#
$1,000 invested in ERIE on November 4, 2016 was worth $3,445 on November 4, 2026, with dividends reinvested.
That’s 13.2% a year compounded (CAGR) over 10 years: 3.4 times your money.
Over the same dates the same $1,000 would be worth $4,305 in the S&P 500 and $6,525 in the Nasdaq-100: ERIE trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 70% of all 254 periods of 10 years since 1995.
Growth of $1,000 in ERIE, November 4, 2016 to November 4, 2026#
How far ERIE was below its previous high. The biggest fall: −60.9% from Sep 24, 2024 to Jun 3, 2026, not back to the high by the end date.
Your one buy. $1,000 on November 4, 2016, worth $3,445 on November 4, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on November 4, 2026, by start date#
Each point is the same amount invested that day and held to November 4, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in ERIE, by year#
Started on each year's first close and held to Nov 4, 2026, dividends reinvested.
| Started | Worth Nov 4, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $3,090 | 3.1× | 12.2% |
| 2018 | $2,843 | 2.8× | 12.5% |
| 2019 | $2,533 | 2.5× | 12.6% |
| 2020 | $1,957 | 2.0× | 10.3% |
| 2021 | $1,297 | 1.3× | 4.6% |
| 2022 | $1,593 | 1.6× | 10.1% |
| 2023 | $1,230 | 1.2× | 5.6% |
| 2024 | $880 | 0.88× | −4.4% |
| 2025 | $711 | 0.71× | −17.0% |
| 2026 | $1,032 | 1.0× | — |
Methodology#
A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. ERIE data begins October 2, 1995; values as of November 4, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.
See the live ERIE chart and fundamentals on the ERIE quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in ERIE be worth today?
- $1,000 invested in ERIE on November 4, 2016 would be worth $3,445 on November 4, 2026, with dividends reinvested — 13.2% a year compounded (CAGR).
- How far back does the ERIE calculator go?
- ERIE data begins October 2, 1995, with a close every session. Pick any start and end date in that span — 31 years, 1 month of history.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.