Erie Indemnity trailing returns
Erie Indemnity's 10-year return is +13.2% a year (CAGR) (+244.5% cumulative). How Erie Indemnity (ERIE) has performed over the last day, week, month and year, over 5, 10, 20 and 30 years, and since inception, through November 4, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-11-04. Price return + dividends = total return. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| Cumulative · the change over the window | ||||
| 1 day | +3.9% | +0.0% | +3.9% | — |
| 5 days | +13.7% | +0.0% | +13.7% | -1.6%Nov 3 |
| 1 month | +26.7% | +0.8% | +27.5% | -4.1%Oct 28 |
| YTD | -2.3% | +2.3% | +0.0% | -28.0%Jun 3 |
| Per year (CAGR) · the cumulative total return beneath | ||||
| 1 year | -3.2% | +2.3% | -0.9% CAGR | -30.9%Jun 2026 |
| 5 years | +5.1% | +2.0% | +7.1% CAGR+41.0% total | -62.0%Jun 2026 |
| 10 years | +10.7% | +2.4% | +13.2% CAGR+244.5% total | -62.0%Jun 2026 |
| 20 years | +8.8% | +1.8% | +10.6% CAGR+648.6% total | -62.0%Jun 2026 |
| 30 years | +7.6% | +1.5% | +9.1% CAGR13.8x total | -62.0%Jun 2026 |
| Since 1995Since inception (1995) | +9.6% | +1.6% | +11.2% CAGR26.9x total | -62.0%Jun 2026 |
Growth of ERIE#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+7.1%/year · +41.0%
- 10 years+13.2%/year · +244.5%
- 20 years+10.6%/year · +648.6%
- 30 years+9.1%/year · +1276.0%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-11-04). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in ERIE's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Erie Indemnity's 10-year return?
- Over the last 10 years, Erie Indemnity (ERIE) returned about +13.2% a year annualized (+244.5% cumulative total return).
- What is Erie Indemnity's 20-year annualized return?
- Over the last 20 years, Erie Indemnity (ERIE) compounded at about +10.6% a year (+648.6% cumulative).
- What is Erie Indemnity's 30-year annualized return?
- Over the last 30 years, Erie Indemnity (ERIE) compounded at about +9.1% a year (+1276.0% cumulative).
- What is Erie Indemnity's return since inception?
- Since 1995, Erie Indemnity (ERIE) has compounded at about +11.2% a year — +2591.7% in total.