The total return over the past 12 months is -27.32% vs. +21.54% for the S&P 500. So far it's up -8.42% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (28.83%) | (3.91%) | +8.26% | +10.04% | +9.13% | +8.53% |
| Total Return CAGR | (27.32%) | (2.33%) | +10.30% | +12.46% | +12.12% | +11.80% |
| Revenue CAGR | +3.71% | +10.74% | +9.88% | +30.22% | (1.49%) | +6.41% |
| Net Income CAGR | (7.67%) | +17.69% | +13.63% | +11.96% | +8.84% | +5.36% |
| EPS CAGR | (7.61%) | +23.27% | +13.78% | +12.34% | +9.26% | +6.08% |
| Free Cash Flow CAGR | (1.94%) | +15.85% | +13.26% | +16.00% | +1.79% | +4.13% |
| Operating Cash Flow CAGR | +1.37% | +16.62% | +15.26% | +18.29% | +0.44% | +5.27% |
| Dividends CAGR | +7.06% | +7.13% | (1.40%) | +4.68% | +9.29% | +7.44% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Erie Indemnity Company (ERIE)
| Year | Start price | End price | ERIE Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $286.65 | $258.17 | (8.42%) | +13.89% | (22.31%) |
| 2025 | $412.23 | $286.65 | (29.39%) | +17.72% | (47.11%) |
| 2024 | $334.92 | $412.23 | +24.70% | +24.89% | (0.19%) |
| 2023 | $248.72 | $334.92 | +37.35% | +26.19% | +11.16% |
| 2022 | $192.66 | $248.72 | +32.02% | (18.17%) | +50.19% |
| 2021 | $245.60 | $192.66 | (19.97%) | +28.74% | (48.71%) |
| 2020 | $166.00 | $245.60 | +52.34% | +18.37% | +33.97% |
| 2019 | $133.31 | $166.00 | +27.06% | +31.22% | (4.16%) |
| 2018 | $121.84 | $133.31 | +12.54% | (4.56%) | +17.10% |
| 2017 | $112.45 | $121.84 | +11.22% | +21.70% | (10.48%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
