Performance analysis of Everest Group (EG)
Annual Return
Over the past 3 years, EG has had an average annual return of +1.48%, underperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, EG has had an average annual return of +7.95%, underperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, EG has had an average annual return of +9.46%, underperforming the benchmark SPY, which returned +15.42% annual.
Since Nov 1, 1999, EG has had an average annual return of +12.17%, outperforming the benchmark SPY, which returned +8.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.60% | -4.15% | +4.58% | +8.72% | +23.70% | +19.84% | -13.06% | +30.16% | +0.73% | +4.43% | +21.10% | +9.94% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.44% | +44.03% | +33.30% | +1.39% | +1.40% | +15.50% | -22.33% | +4.27% | -1.62% | +12.58% | +6.39% | +53.80% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -21.37% | -0.89% | +221.86% | -11.63% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.38% | +1.27% | -1.97% | +9.15% | -9.17% | +4.70% | +0.60% | ||||||
| 2025 | -4.12% | +1.64% | +3.43% | -1.24% | -2.67% | -2.11% | -1.19% | +1.81% | +3.03% | -10.20% | +0.57% | +7.97% | -4.15% |
| 2024 | +8.88% | -4.18% | +8.24% | -7.82% | +7.25% | -2.53% | +3.11% | -0.16% | +0.41% | -9.24% | +9.54% | -6.48% | +4.58% |
| 2023 | +5.56% | +9.80% | -6.30% | +5.58% | -9.63% | +0.54% | +5.46% | +0.05% | +3.52% | +6.44% | +4.22% | -13.88% | +8.72% |
| 2022 | +3.46% | +5.23% | +1.62% | -8.85% | +3.46% | -0.79% | -6.75% | +3.57% | -2.46% | +22.95% | +5.26% | -1.97% | +23.70% |
| 2021 | -9.83% | +14.56% | +3.11% | +11.76% | -5.56% | -3.06% | +0.33% | +5.37% | -5.33% | +4.27% | -1.37% | +6.84% | +19.84% |
| 2020 | -0.10% | -10.37% | -21.87% | -10.02% | +15.48% | +3.93% | +6.11% | +0.59% | -9.60% | -0.23% | +15.35% | +3.67% | -13.06% |
| 2019 | +0.59% | +3.22% | -3.89% | +9.05% | +5.77% | -0.19% | -0.22% | -4.36% | +13.46% | -3.38% | +5.51% | +2.65% | +30.16% |
| 2018 | +3.86% | +4.54% | +7.45% | -9.40% | -2.61% | +2.30% | -5.26% | +2.14% | +3.04% | -4.64% | +2.60% | -1.95% | +0.73% |
| 2017 | +1.63% | +6.92% | -0.03% | +7.66% | +1.68% | -0.02% | +3.06% | -3.78% | -9.09% | +3.97% | -6.98% | +0.76% | +4.43% |
Drawdown analysis of Everest Group (EG)
The maximum drawdown for the EG was -46.66%, occurring on Mar 5, 2009. Recovery took 804 trading sessions.
The current EG drawdown is -13.69%.
Since Nov 1, 1999 EG has experienced the following drawdowns:
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.66% | Oct 10, 2007 | 352 | Mar 5, 2009 | 804 | May 11, 2012 | 1156 |
| -44.72% | Oct 16, 2001 | 191 | Jul 22, 2002 | 228 | Jun 17, 2003 | 419 |
| -44.22% | Feb 13, 2020 | 63 | May 14, 2020 | 362 | Oct 20, 2021 | 425 |
| -34.75% | Jun 29, 2001 | 53 | Sep 20, 2001 | 17 | Oct 15, 2001 | 70 |
| -25.10% | Dec 27, 2000 | 11 | Jan 12, 2001 | 116 | Jun 29, 2001 | 127 |
| -23.41% | Oct 4, 2024 | 266 | Oct 28, 2025 | Ongoing | Ongoing | Ongoing |
| -22.27% | Jul 24, 2017 | 319 | Oct 26, 2018 | 186 | Jul 26, 2019 | 505 |
| -21.90% | Apr 6, 2004 | 100 | Aug 30, 2004 | 80 | Dec 22, 2004 | 180 |
| -19.71% | Nov 14, 2005 | 152 | Jun 23, 2006 | 226 | May 18, 2007 | 378 |
| -19.19% | Nov 5, 1999 | 40 | Jan 4, 2000 | 31 | Feb 17, 2000 | 71 |
| -19.00% | Apr 1, 2022 | 121 | Sep 26, 2022 | 24 | Oct 28, 2022 | 145 |
| -17.22% | Jul 16, 2007 | 22 | Aug 15, 2007 | 38 | Oct 9, 2007 | 60 |
| -15.05% | Nov 27, 2023 | 21 | Dec 27, 2023 | 194 | Oct 4, 2024 | 215 |
| -14.96% | Mar 31, 2000 | 10 | Apr 14, 2000 | 20 | May 15, 2000 | 30 |
| -14.54% | Apr 1, 2016 | 60 | Jun 27, 2016 | 84 | Oct 25, 2016 | 144 |
| -14.08% | Mar 1, 2023 | 12 | Mar 17, 2023 | 127 | Sep 19, 2023 | 139 |
| -13.67% | Feb 17, 2000 | 5 | Feb 25, 2000 | 14 | Mar 16, 2000 | 19 |
| -13.19% | Nov 13, 2013 | 57 | Feb 6, 2014 | 49 | Apr 17, 2014 | 106 |
| -12.18% | Feb 18, 2022 | 10 | Mar 7, 2022 | 17 | Mar 30, 2022 | 27 |
| -11.94% | Jul 16, 2015 | 28 | Aug 25, 2015 | 129 | Mar 1, 2016 | 157 |
| -11.24% | Oct 25, 2012 | 13 | Nov 15, 2012 | 44 | Jan 22, 2013 | 57 |
| -10.36% | Jun 19, 2000 | 4 | Jun 23, 2000 | 12 | Jul 12, 2000 | 16 |
| -10.01% | Oct 26, 2021 | 24 | Nov 30, 2021 | 29 | Jan 11, 2022 | 53 |
| -9.99% | Sep 16, 2005 | 22 | Oct 18, 2005 | 11 | Nov 2, 2005 | 33 |
| -9.41% | Aug 8, 2000 | 18 | Sep 1, 2000 | 5 | Sep 11, 2000 | 23 |