Total Return:4.46%(TTM)
Over the latest trailing 12-month period, total return cagr is +4.46%. The comparable SPY value is +22.28%. Year-to-date total return is +2.31%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in EG
$224,073
(22.4x return)
Invested on Jun 26, 1996
Growth of $10,000 in SPY (S&P 500)
$185,445
(18.5x return)
Invested on Jun 26, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+2.3%
1-Year Total Return
+4.5%
Current Dividend Yield
2.33%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +2.0% | +4.5% | +2.5% |
| 3 Years | (0.3%) | +1.9% | +2.2% |
| 5 Years | +6.0% | +8.3% | +2.3% |
| 10 Years | +7.1% | +9.6% | +2.5% |
| 15 Years | +10.1% | +12.6% | +2.4% |
| 20 Years | +7.2% | +9.5% | +2.4% |
About Everest Group, Ltd.
Everest Group, Ltd., together with subsidiaries, provides reinsurance and insurance products in the United States, Europe, and internationally. It operates in two segment, Insurance and Reinsurance. The company writes property and casualty reinsurance; treaty and facultative reinsurance products; and specialty lines of business through reinsurance brokers, as well as directly with ceding companies; and writes property and casualty insurance directly, as well as through brokers, surplus lines, and general agents. It provides reinsurance products comprising mortgage, catastrophe, marine, aviation, engineering, professional line, credit and surety, motor, agriculture/crop, and political violence reinsurance products. In addition, the company offers commercial property and casualty insurance products through wholesale and retail brokers, surplus lines brokers, and program administrators. The company was formerly known as Everest Re Group, Ltd. and changed its name to Everest Group, Ltd. in July 2023.Everest Group, Ltd., was founded in 1973 and is headquartered in Hamilton, Bermuda.
- Sector
- Financial Services
- Industry
- Insurance - Reinsurance
- CEO
- James Williamson