Total Return CAGR: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.
Over longer horizons, Total Return CAGR averages 1.91% over 3 years and 8.33% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
EG Total Return CAGR Chart
Everest Group, Ltd. (EG)
EG Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
EG Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 2190.10 | 2240.73 | +50.63 | +2.31% | +2.31% |
| 2025 | 2284.88 | 2190.10 | -94.78 | -4.15% | -4.15% |
| 2024 | 2184.85 | 2284.88 | +100.03 | +4.58% | +4.58% |
| 2023 | 2009.69 | 2184.85 | +175.16 | +8.72% | +8.72% |
| 2022 | 1624.61 | 2009.69 | +385.08 | +23.70% | +23.70% |
| 2021 | 1355.62 | 1624.61 | +268.99 | +19.84% | +19.84% |
| 2020 | 1559.23 | 1355.62 | -203.60 | -13.06% | -13.06% |
| 2019 | 1197.91 | 1559.23 | +361.32 | +30.16% | +30.16% |
| 2018 | 1189.23 | 1197.91 | +8.67 | +0.73% | +0.73% |
| 2017 | 1138.77 | 1189.23 | +50.47 | +4.43% | +4.43% |
| 2016 | 940.38 | 1138.77 | +198.38 | +21.10% | +21.10% |
| 2015 | 855.37 | 940.38 | +85.02 | +9.94% | +9.94% |
| 2014 | 767.55 | 855.37 | +87.82 | +11.44% | +11.44% |
| 2013 | 532.92 | 767.55 | +234.63 | +44.03% | +44.03% |
| 2012 | 399.80 | 532.92 | +133.12 | +33.30% | +33.30% |
| 2011 | 394.32 | 399.80 | +5.48 | +1.39% | +1.39% |
| 2010 | 388.87 | 394.32 | +5.45 | +1.40% | +1.40% |
| 2009 | 336.67 | 388.87 | +52.20 | +15.50% | +15.50% |
| 2008 | 433.46 | 336.67 | -96.79 | -22.33% | -22.33% |
| 2007 | 415.72 | 433.46 | +17.74 | +4.27% | +4.27% |
| 2006 | 422.56 | 415.72 | -6.84 | -1.62% | -1.62% |
| 2005 | 375.36 | 422.56 | +47.20 | +12.58% | +12.58% |
| 2004 | 352.80 | 375.36 | +22.56 | +6.40% | +6.40% |
| 2003 | 229.39 | 352.80 | +123.41 | +53.80% | +53.80% |
| 2002 | 291.73 | 229.39 | -62.34 | -21.37% | -21.37% |
| 2001 | 294.33 | 291.73 | -2.60 | -0.88% | -0.88% |
| 2000 | 91.08 | 294.33 | +203.25 | +223.15% | +223.15% |
| 1999 | 157.67 | 91.08 | -66.58 | -42.23% | -42.23% |
| 1998 | 166.13 | 157.67 | -8.47 | -5.10% | -5.10% |
| 1997 | 115.26 | 166.13 | +50.87 | +44.13% | +44.13% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 2,241 | +9.2% | +3.5% |
| Q1 2026 | 2,052 | -6.5% | -10.6% |
| Q4 2025 | 2,194 | -2.0% | -4.0% |
| Q3 2025 | 2,239 | +3.4% | -8.9% |
| Q2 2025 | 2,164 | -5.7% | -9.0% |
| Q1 2025 | 2,296 | +0.5% | -6.5% |
| Q4 2024 | 2,285 | -7.0% | +4.6% |
| Q3 2024 | 2,457 | +3.4% | +1.9% |
| Q2 2024 | 2,377 | -3.2% | +9.8% |
| Q1 2024 | 2,457 | +12.4% | +12.6% |
| Q4 2023 | 2,185 | -9.4% | +7.9% |
| Q3 2023 | 2,411 | +11.4% | +57.3% |
| Q2 2023 | 2,165 | -0.8% | +27.5% |
| Q1 2023 | 2,183 | +7.7% | +24.1% |
| Q4 2022 | 2,026 | +32.2% | +29.0% |
| Q3 2022 | 1,532 | -9.8% | +2.8% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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