Over the latest trailing 12-month period, total return cagr is -27.32%. The comparable SPY value is +21.52%. Year-to-date total return is -8.42%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in ERIE
$130,300
(13.0x return)
Invested on Aug 13, 1996
Growth of $10,000 in SPY (S&P 500)
$192,739
(19.3x return)
Invested on Aug 13, 1996
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.
YTD Total Return
-8.4%
1-Year Total Return
-27.3%
Current Dividend Yield
2.23%
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 | (28.8%) | (27.3%) | +1.5% |
| 3 Years | (3.9%) | (2.3%) | +1.6% |
| 5 Years | +8.3% | +10.3% | +2.0% |
| 10 Years | +10.0% | +12.5% | +2.4% |
| 15 Years | +9.1% | +12.1% | +3.0% |
| 20 Years | +8.5% | +11.8% | +3.3% |
