Total Return:-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.
Growth of $10,000 in ERIE
$114,679
(11.5x return)
Invested on Jul 1, 1996
Growth of $10,000 in SPY (S&P 500)
$180,623
(18.1x return)
Invested on Jul 1, 1996
Hypothetical Growth of $10,000
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.
Recent Performance Indicators
YTD Total Return
-15.8%
1-Year Total Return
-28.6%
Current Dividend Yield
2.45%
Price CAGR vs. Total Return CAGR
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 | (30.0%) | (28.6%) | +1.4% |
| 3 Years | +4.3% | +6.0% | +1.7% |
| 5 Years | +4.3% | +6.2% | +2.0% |
| 10 Years | +9.4% | +11.9% | +2.4% |
| 15 Years | +8.8% | +11.8% | +3.0% |
| 20 Years | +7.8% | +11.1% | +3.3% |
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