Performance analysis of Employers (EIG)
Annual Return
Over the past 3 years, EIG has had an average annual return of +14.39%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EIG has had an average annual return of +7.96%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, EIG has had an average annual return of +7.97%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jan 31, 2007, EIG has had an average annual return of +7.12%, underperforming the benchmark SPY, which returned +10.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.43% | -13.32% | +33.34% | -6.09% | +12.62% | +31.89% | -20.55% | +1.58% | -3.67% | +13.74% | +46.86% | +17.24% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -24.87% | +55.22% | +15.34% | +5.06% | +15.75% | -5.11% | +0.18% | -15.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.04% | -5.20% | +0.25% | +2.38% | +4.12% | +16.05% | -0.30% | +18.43% | |||||
| 2025 | -4.04% | +5.37% | -1.66% | -4.05% | +0.83% | -3.06% | -12.51% | +5.59% | -1.80% | -10.24% | +5.37% | +8.33% | -13.32% |
| 2024 | +5.89% | +10.23% | -0.70% | -6.17% | -0.27% | +1.06% | +12.62% | +0.53% | +0.04% | +1.56% | +10.14% | -3.99% | +33.34% |
| 2023 | +1.71% | +1.82% | -6.12% | -5.04% | -7.99% | +3.46% | +3.26% | +2.28% | +1.84% | -4.88% | +1.55% | +2.84% | -6.09% |
| 2022 | -5.51% | +0.02% | +5.56% | -4.10% | +8.52% | +1.16% | -5.20% | -0.74% | -11.92% | +26.44% | +7.19% | -4.54% | +12.62% |
| 2021 | -5.25% | +9.15% | +30.31% | -5.99% | +4.88% | +1.42% | -2.99% | -0.24% | -4.08% | -2.25% | +0.64% | +7.17% | +31.89% |
| 2020 | +2.15% | -9.63% | +5.77% | -25.03% | -0.74% | +0.87% | +7.86% | +0.95% | -7.15% | +5.82% | -3.95% | +5.50% | -20.55% |
| 2019 | +0.95% | -1.68% | -3.20% | +7.01% | -2.71% | +1.76% | +3.85% | -1.24% | +1.04% | -2.84% | +2.01% | -2.84% | +1.58% |
| 2018 | -4.50% | -7.67% | +3.85% | +1.11% | -2.69% | +1.51% | +15.55% | -0.84% | -1.20% | +1.46% | -1.78% | -6.63% | -3.67% |
| 2017 | -7.95% | +3.15% | +1.33% | +5.40% | +0.50% | +5.62% | +2.48% | -2.43% | +7.83% | +4.95% | +3.05% | -9.39% | +13.74% |
Drawdown analysis of Employers (EIG)
The maximum drawdown for the EIG was -63.88%, occurring on Apr 27, 2009. Recovery took 937 trading sessions.
The current EIG drawdown is -3.08%.
Since Jan 31, 2007 EIG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 5 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.88% | Feb 20, 2007 | 550 | Apr 27, 2009 | 937 | Jan 15, 2013 | 1487 |
| -43.83% | Nov 28, 2017 | 618 | May 14, 2020 | 621 | Oct 31, 2022 | 1239 |
| -41.33% | Nov 29, 2013 | 58 | Feb 25, 2014 | 609 | Jul 26, 2016 | 667 |
| -31.28% | Nov 11, 2024 | 244 | Nov 3, 2025 | 165 | Jul 2, 2026 | 409 |
| -21.14% | Feb 17, 2023 | 100 | Jul 14, 2023 | 150 | Feb 16, 2024 | 250 |
| -13.45% | Jul 27, 2016 | 3 | Aug 1, 2016 | 71 | Nov 9, 2016 | 74 |
| -10.95% | Feb 26, 2024 | 65 | May 29, 2024 | 33 | Jul 17, 2024 | 98 |
| -9.95% | Jan 3, 2017 | 25 | Feb 8, 2017 | 53 | Apr 26, 2017 | 78 |
| -9.24% | Jul 25, 2017 | 31 | Sep 7, 2017 | 13 | Sep 26, 2017 | 44 |
| -9.10% | Nov 30, 2022 | 12 | Dec 16, 2022 | 42 | Feb 17, 2023 | 54 |
| -8.68% | Aug 9, 2013 | 12 | Aug 27, 2013 | 10 | Sep 11, 2013 | 22 |
| -7.76% | Mar 28, 2013 | 14 | Apr 18, 2013 | 13 | May 7, 2013 | 27 |
| -7.64% | May 17, 2013 | 27 | Jun 26, 2013 | 11 | Jul 12, 2013 | 38 |
| -6.54% | Oct 1, 2013 | 6 | Oct 9, 2013 | 6 | Oct 17, 2013 | 12 |
| -6.50% | Oct 21, 2013 | 9 | Nov 1, 2013 | 8 | Nov 13, 2013 | 17 |
| -6.32% | Jul 2, 2026 | 8 | Jul 15, 2026 | Ongoing | Ongoing | Ongoing |
| -5.87% | May 4, 2017 | 6 | May 12, 2017 | 18 | Jun 8, 2017 | 24 |
| -5.84% | Sep 4, 2024 | 5 | Sep 11, 2024 | 25 | Oct 16, 2024 | 30 |
| -5.77% | Jul 31, 2024 | 9 | Aug 13, 2024 | 11 | Aug 28, 2024 | 20 |
| -4.92% | Oct 17, 2024 | 6 | Oct 25, 2024 | 8 | Nov 6, 2024 | 14 |
| -4.82% | Aug 1, 2013 | 4 | Aug 7, 2013 | 1 | Aug 8, 2013 | 5 |
| -4.15% | Feb 19, 2013 | 5 | Feb 26, 2013 | 6 | Mar 6, 2013 | 11 |
| -3.96% | Nov 10, 2022 | 2 | Nov 14, 2022 | 5 | Nov 21, 2022 | 7 |
| -3.77% | Jul 18, 2024 | 1 | Jul 19, 2024 | 5 | Jul 26, 2024 | 6 |
| -3.63% | Jun 9, 2017 | 10 | Jun 23, 2017 | 3 | Jun 28, 2017 | 13 |