Performance:-28.59%(TTM)
The total return over the past 12 months is -28.59% vs. +20.47% for the S&P 500. So far it's up -15.81% this year. Includes price appreciation + reinvested dividends.
Erie Indemnity Company (ERIE) Compound Annual Growth Rates (CAGR) Summary
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (29.96%) | +4.33% | +4.26% | +9.44% | +8.80% | +7.85% |
| Total Return CAGR | (28.59%) | +6.05% | +6.21% | +11.87% | +11.79% | +11.10% |
| Revenue CAGR | +4.78% | +11.88% | +9.91% | +30.98% | (1.12%) | +6.31% |
| Net Income CAGR | (6.97%) | +21.80% | +13.19% | +12.17% | +8.90% | +4.82% |
| EPS CAGR | (6.83%) | +23.27% | +13.78% | +12.34% | +9.26% | +6.08% |
| Free Cash Flow CAGR | +5.27% | +18.86% | +11.59% | +17.20% | (2.37%) | +5.37% |
| Operating Cash Flow CAGR | +2.84% | +19.13% | +13.16% | +19.22% | (1.15%) | +6.36% |
| Dividends CAGR | +7.06% | +7.13% | (1.40%) | +4.68% | +9.29% | +7.44% |
CAGR Trends History
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
ERIE Total Return CAGR Chart
Erie Indemnity Company (ERIE)
Annual Total Returns Comparison
| Year | Start Value | End Value | ERIE Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 1362.07 | 1146.79 | (15.81%) | +7.47% | (23.28%) |
| 2025 | 1929.11 | 1362.07 | (29.39%) | +17.72% | (47.11%) |
| 2024 | 1546.98 | 1929.11 | +24.70% | +24.89% | (0.19%) |
| 2023 | 1126.31 | 1546.98 | +37.35% | +26.19% | +11.16% |
| 2022 | 853.12 | 1126.31 | +32.02% | (18.17%) | +50.19% |
| 2021 | 1066.00 | 853.12 | (19.97%) | +28.74% | (48.71%) |
| 2020 | 699.76 | 1066.00 | +52.34% | +18.37% | +33.97% |
| 2019 | 550.74 | 699.76 | +27.06% | +31.22% | (4.16%) |
| 2018 | 489.38 | 550.74 | +12.54% | (4.56%) | +17.10% |
| 2017 | 440.01 | 489.38 | +11.22% | +21.70% | (10.48%) |
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