Performance analysis of Erie Indemnity (ERIE)
Annual Return
Over the past 3 years, ERIE has had an average annual return of -0.00921%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, ERIE has had an average annual return of +3.14%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, ERIE has had an average annual return of +10.08%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, ERIE has had an average annual return of +10.25%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -26.90% | -29.39% | +24.70% | +37.35% | +32.02% | -19.97% | +52.34% | +27.06% | +12.54% | +11.22% | +20.25% | +9.61% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +28.49% | +8.15% | -5.23% | +22.93% | +73% | +9.03% | -23.88% | -7.92% | +12.01% | +3.72% | +25.69% | +19.82% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -4.19% | +31.60% | -6.29% | +1.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.76% | -4.80% | -6.73% | -12.37% | -2.68% | -2.74% | -26.90% | ||||||
| 2025 | -1.92% | +6.23% | -2.11% | -14.11% | -0.03% | -3.27% | +3.14% | -0.52% | -10.22% | -7.62% | +0.97% | -2.99% | -29.39% |
| 2024 | +3.66% | +17.65% | -1.31% | -4.40% | -5.29% | -0.00793% | +22.17% | +15.21% | +6.22% | -16.65% | -1.84% | -6.43% | +24.70% |
| 2023 | -1.27% | -3.67% | -1.58% | -5.70% | -1.49% | -1.91% | +6.30% | +25.58% | +5.40% | -5.62% | +7.04% | +13.29% | +37.35% |
| 2022 | -3.89% | -4.89% | +0.59% | -8.43% | +4.66% | +14.57% | +6.42% | +5.69% | +3.43% | +16.16% | +9.87% | -11.92% | +32.02% |
| 2021 | -0.59% | -0.41% | -8.75% | -2.67% | -6.02% | -3.87% | -3.86% | -4.22% | +0.75% | +16.01% | -9.72% | +3.69% | -19.97% |
| 2020 | +0.88% | -14.16% | +3.72% | +20.82% | +1.22% | +6.47% | +10.05% | +1.58% | -1.48% | +11.24% | -3.12% | +9.74% | +52.34% |
| 2019 | +10.54% | +21.75% | +0.17% | +6.60% | +12.33% | +19.57% | -12.09% | -1.55% | -15.35% | -0.25% | -8.12% | -1.95% | +27.06% |
| 2018 | -1.84% | -2.60% | +1.70% | -0.02% | -3.22% | +3.76% | +6.71% | -0.57% | +3.24% | +2.38% | +5.52% | -2.59% | +12.54% |
| 2017 | +0.40% | +5.80% | +3.45% | +1.57% | -4.89% | +6.20% | +2.54% | -5.23% | -0.18% | +0.85% | +2.56% | -1.66% | +11.22% |
Drawdown analysis of Erie Indemnity (ERIE)
The maximum drawdown for the ERIE was -60.86%, occurring on Jun 3, 2026. This drawdown has not yet recovered.
The current ERIE drawdown is -60.86%.
Since Nov 1, 1999 ERIE has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.86% | Sep 24, 2024 | 423 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -50.77% | Sep 18, 2007 | 368 | Mar 5, 2009 | 377 | Sep 1, 2010 | 745 |
| -49.12% | Jul 25, 2019 | 159 | Mar 12, 2020 | 209 | Jan 8, 2021 | 368 |
| -36.75% | Feb 9, 2021 | 308 | Apr 29, 2022 | 127 | Oct 31, 2022 | 435 |
| -27.64% | Nov 30, 2022 | 152 | Jul 12, 2023 | 20 | Aug 9, 2023 | 172 |
| -27.07% | Nov 30, 1999 | 247 | Nov 20, 2000 | 121 | May 16, 2001 | 368 |
| -24.03% | May 6, 2002 | 190 | Feb 5, 2003 | 254 | Feb 9, 2004 | 444 |
| -20.26% | Oct 27, 2011 | 206 | Aug 22, 2012 | 139 | Mar 15, 2013 | 345 |
| -17.94% | Jul 22, 2013 | 168 | Mar 21, 2014 | 146 | Oct 17, 2014 | 314 |
| -17.64% | May 31, 2001 | 21 | Jun 29, 2001 | 20 | Jul 30, 2001 | 41 |
| -15.91% | Mar 7, 2024 | 69 | Jun 14, 2024 | 28 | Jul 26, 2024 | 97 |
| -15.67% | Jul 21, 2011 | 12 | Aug 8, 2011 | 44 | Oct 10, 2011 | 56 |
| -13.29% | Feb 23, 2015 | 73 | Jun 8, 2015 | 115 | Nov 18, 2015 | 188 |
| -12.66% | Jul 28, 2017 | 137 | Feb 13, 2018 | 117 | Aug 1, 2018 | 254 |
| -12.36% | Oct 17, 2023 | 8 | Oct 27, 2023 | 30 | Dec 11, 2023 | 38 |
| -12.04% | May 15, 2013 | 27 | Jun 24, 2013 | 15 | Jul 16, 2013 | 42 |
| -10.89% | Apr 5, 2004 | 31 | May 19, 2004 | 62 | Aug 18, 2004 | 93 |
| -10.55% | Feb 25, 2016 | 7 | Mar 7, 2016 | 103 | Aug 2, 2016 | 110 |
| -10.49% | Dec 27, 2006 | 145 | Jul 27, 2007 | 8 | Aug 8, 2007 | 153 |
| -9.21% | Nov 29, 2018 | 16 | Dec 24, 2018 | 10 | Jan 9, 2019 | 26 |
| -9.21% | Dec 8, 2014 | 19 | Jan 6, 2015 | 32 | Feb 23, 2015 | 51 |
| -9.16% | Oct 15, 2001 | 41 | Dec 12, 2001 | 65 | Mar 19, 2002 | 106 |
| -8.99% | Jan 8, 2021 | 11 | Jan 26, 2021 | 10 | Feb 9, 2021 | 21 |
| -8.92% | Apr 27, 2017 | 14 | May 17, 2017 | 21 | Jun 16, 2017 | 35 |
| -8.73% | Dec 7, 2015 | 25 | Jan 13, 2016 | 28 | Feb 24, 2016 | 53 |