Total Return CAGR:-28.59%(TTM)
Over the latest trailing 12-month period, total return cagr is -28.59%. The comparable SPY value is +20.46%. Year-to-date total return is -15.81%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 6.05% over 3 years and 6.21% 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.
ERIE Total Return CAGR Chart
Erie Indemnity Company (ERIE)
ERIE Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
ERIE Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 1362.07 | 1146.79 | -215.28 | -15.81% | -15.81% |
| 2025 | 1929.11 | 1362.07 | -567.04 | -29.39% | -29.39% |
| 2024 | 1546.98 | 1929.11 | +382.13 | +24.70% | +24.70% |
| 2023 | 1126.31 | 1546.98 | +420.67 | +37.35% | +37.35% |
| 2022 | 853.12 | 1126.31 | +273.20 | +32.02% | +32.02% |
| 2021 | 1066.00 | 853.12 | -212.88 | -19.97% | -19.97% |
| 2020 | 699.76 | 1066.00 | +366.24 | +52.34% | +52.34% |
| 2019 | 550.74 | 699.76 | +149.02 | +27.06% | +27.06% |
| 2018 | 489.38 | 550.74 | +61.36 | +12.54% | +12.54% |
| 2017 | 440.01 | 489.38 | +49.37 | +11.22% | +11.22% |
| 2016 | 365.89 | 440.01 | +74.12 | +20.26% | +20.26% |
| 2015 | 333.81 | 365.89 | +32.08 | +9.61% | +9.61% |
| 2014 | 259.79 | 333.81 | +74.01 | +28.49% | +28.49% |
| 2013 | 240.22 | 259.79 | +19.57 | +8.15% | +8.15% |
| 2012 | 253.48 | 240.22 | -13.26 | -5.23% | -5.23% |
| 2011 | 206.20 | 253.48 | +47.28 | +22.93% | +22.93% |
| 2010 | 119.19 | 206.20 | +87.01 | +73.00% | +73.00% |
| 2009 | 109.32 | 119.19 | +9.88 | +9.03% | +9.03% |
| 2008 | 143.61 | 109.32 | -34.30 | -23.88% | -23.88% |
| 2007 | 155.97 | 143.61 | -12.36 | -7.92% | -7.92% |
| 2006 | 139.25 | 155.97 | +16.72 | +12.01% | +12.01% |
| 2005 | 134.25 | 139.25 | +5.00 | +3.72% | +3.72% |
| 2004 | 106.81 | 134.25 | +27.44 | +25.69% | +25.69% |
| 2003 | 89.14 | 106.81 | +17.67 | +19.82% | +19.82% |
| 2002 | 93.04 | 89.14 | -3.90 | -4.19% | -4.19% |
| 2001 | 70.70 | 93.04 | +22.34 | +31.61% | +31.61% |
| 2000 | 75.44 | 70.70 | -4.74 | -6.29% | -6.29% |
| 1999 | 71.62 | 75.44 | +3.82 | +5.34% | +5.34% |
| 1998 | 66.62 | 71.62 | +5.00 | +7.51% | +7.51% |
| 1997 | 69.18 | 66.62 | -2.56 | -3.70% | -3.70% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 1,147 | +1.7% | -30.2% |
| Q1 2026 | 1,128 | -16.4% | -41.5% |
| Q4 2025 | 1,349 | -10.4% | -31.4% |
| Q3 2025 | 1,504 | -8.4% | -40.1% |
| Q2 2025 | 1,643 | -14.8% | -1.6% |
| Q1 2025 | 1,928 | -2.0% | +2.4% |
| Q4 2024 | 1,967 | -21.7% | +27.5% |
| Q3 2024 | 2,513 | +50.5% | +82.3% |
| Q2 2024 | 1,670 | -11.3% | +74.9% |
| Q1 2024 | 1,883 | +22.1% | +84.6% |
| Q4 2023 | 1,543 | +11.9% | +24.2% |
| Q3 2023 | 1,379 | +44.3% | +37.6% |
| Q2 2023 | 955 | -6.4% | +10.9% |
| Q1 2023 | 1,020 | -17.9% | +27.2% |
| Q4 2022 | 1,243 | +24.0% | +45.7% |
| Q3 2022 | 1,002 | +16.3% | +25.8% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Erie Indemnity Company
Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services. The company was incorporated in 1925 and is based in Erie, Pennsylvania.
- Sector
- Financial Services
- Industry
- Insurance - Property & Casualty
- CEO
- Timothy G. NeCastro