Erie Indemnity Company (ERIE) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$12,023
Total Return
20.23%
CAGR
3.75%
Dividends
$1,133.10
Yield on Cost
11.33%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.82% |
| Median | -0.67% |
| Best | +44.41% |
| Worst | -25.71% |
| % of Windows Positive | 47.1% |
1-Year (252 Trading Days)
| Average | +20.39% |
| Median | +23.71% |
| Best | +106.82% |
| Worst | -45.40% |
| % of Windows Positive | 71.9% |
3-Year (756 Trading Days)
| Average | +93.63% |
| Median | +99.80% |
| Best | +219.11% |
| Worst | +2.93% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -55.87% |
| Average Drawdown | -18.77% |
| Drawdown Duration | 393 Trading Days (Unrecovered) |
| Sortino Ratio | 0.39 |
| Calmar Ratio | 0.07 |
| CVaR (5%) | -4.25% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -10.66% (-31.00% ann.) | $1066.23 | $102.28 | $20.46 | $0.16 |
| 2025 | -29.61% | $2961.05 | $133.02 | $26.60 | $0.21 |
| 2024 | +24.37% | +$2437.39 | $152.93 | $30.59 | $0.24 |
| 2023 | +36.80% | +$3680.32 | $192.56 | $38.51 | $0.31 |
| 2022 | +31.43% | +$3142.99 | $232.10 | $46.42 | $0.37 |
| 2021 | -20.29% | $2029.18 | $169.50 | $33.90 | $0.27 |
| 2020 | +51.45% | +$5144.52 | $356.65 | $71.33 | $0.57 |
| 2019 | +26.54% | +$2654.44 | $271.88 | $54.38 | $0.44 |
| 2018 | +11.90% | +$1190.30 | $278.14 | $55.63 | $0.44 |
| 2017 | +10.64% | +$1063.84 | $280.76 | $56.15 | $0.45 |
| 2016 | +19.71% | +$1971.31 | $230.40 | $46.08 | $0.37 |
| 2015 | +8.74% | +$874.47 | $385.41 | $77.08 | $0.62 |
| 2014 | +27.60% | +$2760.31 | $351.05 | $70.21 | $0.56 |
| 2013 | +7.64% | +$764.03 | $258.60 | $51.72 | $0.41 |
| 2012 | -6.50% | $650.34 | $625.47 | $125.09 | $1.00 |
| 2011 | +22.21% | +$2220.96 | $317.48 | $63.50 | $0.51 |
| 2010 | +71.94% | +$7193.85 | $372.33 | $74.46 | $0.60 |
| 2009 | +7.94% | +$794.09 | $494.00 | $98.80 | $0.79 |
| 2008 | -24.62% | $2461.80 | $432.03 | $86.41 | $0.69 |
| 2007 | -8.45% | $844.84 | $278.36 | $55.67 | $0.45 |
| 2006 | +11.39% | +$1139.44 | $272.89 | $54.58 | $0.44 |
| 2005 | +3.21% | +$321.15 | $249.14 | $49.83 | $0.40 |
| 2004 | +25.36% | +$2535.80 | $152.74 | $30.55 | $0.25 |
| 2003 | +19.22% | +$1922.22 | $271.12 | $54.22 | $0.44 |
| 2002 | -4.52% | $451.66 | $177.59 | $35.52 | $0.28 |
| 2001 | +31.10% | +$3109.73 | $206.58 | $41.32 | $0.33 |
| 2000 | -6.60% | $660.11 | $167.68 | $33.54 | $0.27 |
| 1999 | +4.97% | +$497.30 | $154.34 | $30.87 | $0.24 |
| 1998 | +7.20% | +$719.67 | $147.08 | $29.41 | $0.24 |
| 1997 | -3.93% | $393.20 | $123.04 | $24.61 | $0.20 |
| 1996 | +53.74% | +$5373.80 | $154.18 | $30.84 | $0.24 |
| 1995 partial | +25.77% (+159.03% ann.) | +$2577.32 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | October 2, 1995 – March 10, 2000 | +96.83% | +16.48% | +$9682.67 | $1099.55 | $219.91 | $1.75 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +36.15% | +12.74% | +$3614.90 | $576.74 | $115.35 | $0.92 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +63.55% | +10.35% | +$6354.83 | $1561.21 | $312.24 | $2.50 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -49.19% | -38.08% | $4919.18 | $378.11 | $75.62 | $0.61 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +162.04% | +33.03% | +$16204.27 | $2440.08 | $488.01 | $3.91 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +173.44% | +14.22% | +$17343.80 | $3750.11 | $750.03 | $6.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -3.46% | -33.12% | $346.24 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +56.53% | +105.64% | +$5652.97 | $190.13 | $38.03 | $0.30 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -9.90% | -9.42% | $989.95 | $267.07 | $53.42 | $0.43 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +44.02% | +47.30% | +$4402.25 | $240.65 | $48.13 | $0.38 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +98.19% | +44.64% | +$9819.38 | $320.11 | $64.02 | $0.51 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -51.56% | -36.64% | $5155.58 | $181.72 | $36.34 | $0.29 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1996-01-03 | $0.0650 | 0.34% |
| 1996-04-02 | $0.0833 | 0.34% |
| 1996-07-02 | $0.0820 | 0.18% |
| 1996-10-02 | $0.0820 | 0.23% |
| 1997-01-02 | $0.0950 | 0.31% |
| 1997-04-02 | $0.0950 | 0.33% |
| 1997-07-01 | $0.0950 | 0.24% |
| 1997-10-02 | $0.0950 | 0.28% |
| 1998-01-02 | $0.1080 | 0.37% |
| 1998-04-02 | $0.1080 | 0.35% |
| 1998-07-01 | $0.1080 | 0.37% |
| 1998-10-02 | $0.1080 | 0.40% |
| 1999-01-04 | $0.1200 | 0.38% |
| 1999-04-01 | $0.1200 | 0.44% |
| 1999-07-01 | $0.1200 | 0.42% |
| 1999-10-04 | $0.1200 | 0.39% |
| 2000-01-04 | $0.1350 | 0.44% |
| 2000-04-04 | $0.1350 | 0.42% |
| 2000-07-03 | $0.1350 | 0.43% |
| 2000-10-04 | $0.1350 | 0.46% |
| 2001-01-03 | $0.1530 | 0.51% |
| 2001-04-04 | $0.1530 | 0.55% |
| 2001-07-03 | $0.1530 | 0.46% |
| 2001-10-03 | $0.1530 | 0.39% |
| 2002-01-02 | $0.1700 | 0.44% |
| 2002-04-03 | $0.1700 | 0.42% |
| 2002-07-02 | $0.1700 | 0.41% |
| 2002-10-02 | $0.1700 | 0.40% |
| 2003-01-02 | $0.1900 | 0.52% |
| 2003-04-02 | $0.1900 | 0.52% |
| 2003-07-01 | $0.1900 | 0.46% |
| 2003-10-02 | $0.1900 | 0.49% |
| 2003-12-31 | $0.2150 | 0.52% |
| 2004-04-01 | $0.2150 | 0.45% |
| 2004-07-01 | $0.2150 | 0.46% |
| 2004-10-01 | $0.2150 | 0.42% |
| 2005-01-04 | $0.3250 | 0.62% |
| 2005-04-04 | $0.3250 | 0.62% |
| 2005-07-01 | $0.3250 | 0.60% |
| 2005-10-03 | $0.3250 | 0.62% |
| 2006-01-03 | $0.3600 | 0.68% |
| 2006-04-03 | $0.3600 | 0.68% |
| 2006-07-03 | $0.3600 | 0.69% |
| 2006-10-03 | $0.3600 | 0.69% |
| 2007-01-03 | $0.4000 | 0.69% |
| 2007-04-03 | $0.4000 | 0.76% |
| 2007-07-03 | $0.4000 | 0.74% |
| 2007-10-02 | $0.4000 | 0.66% |
| 2008-01-02 | $0.4400 | 0.85% |
| 2008-04-02 | $0.4400 | 0.83% |
| 2008-07-01 | $0.4400 | 0.95% |
| 2008-10-01 | $0.4400 | 1.04% |
| 2008-12-31 | $0.4500 | 1.20% |
| 2009-04-01 | $0.4500 | 1.32% |
| 2009-07-01 | $0.4500 | 1.26% |
| 2009-10-01 | $0.4500 | 1.20% |
| 2009-12-31 | $0.4800 | 1.20% |
| 2010-04-01 | $0.4800 | 1.11% |
| 2010-07-01 | $0.4800 | 1.05% |
| 2010-10-01 | $0.4800 | 0.86% |
| 2011-01-03 | $0.5150 | 0.79% |
| 2011-04-04 | $0.5150 | 0.72% |
| 2011-07-01 | $0.5150 | 0.73% |
| 2011-10-04 | $0.5150 | 0.74% |
| 2012-01-03 | $0.5530 | 0.71% |
| 2012-04-03 | $0.5530 | 0.71% |
| 2012-07-03 | $0.5530 | 0.77% |
| 2012-10-03 | $0.5530 | 0.86% |
| 2012-12-05 | $2.5930 | 3.68% |
| 2013-04-03 | $0.5930 | 0.78% |
| 2013-07-02 | $0.5930 | 0.73% |
| 2013-10-02 | $0.5930 | 0.82% |
| 2014-01-03 | $0.6350 | 0.88% |
| 2014-04-03 | $0.6350 | 0.89% |
| 2014-07-01 | $0.6350 | 0.84% |
| 2014-09-30 | $0.6350 | 0.83% |
| 2015-01-02 | $0.6810 | 0.75% |
| 2015-04-02 | $0.6810 | 0.78% |
| 2015-07-02 | $0.6810 | 0.80% |
| 2015-10-01 | $0.6810 | 0.82% |
| 2015-12-31 | $0.7300 | 0.75% |
| 2016-04-04 | $0.7300 | 0.78% |
| 2016-07-01 | $0.7300 | 0.73% |
| 2016-10-03 | $0.7300 | 0.72% |
| 2017-01-03 | $0.7830 | 0.70% |
| 2017-04-03 | $0.7830 | 0.64% |
| 2017-07-03 | $0.7830 | 0.63% |
| 2017-10-04 | $0.7830 | 0.66% |
| 2018-01-05 | $0.8400 | 0.70% |
| 2018-04-05 | $0.8400 | 0.72% |
| 2018-07-05 | $0.8400 | 0.72% |
| 2018-10-05 | $0.8400 | 0.67% |
| 2019-01-07 | $0.9000 | 0.67% |
| 2019-04-05 | $0.9000 | 0.51% |
| 2019-07-08 | $0.9000 | 0.34% |
| 2019-10-04 | $0.9000 | 0.50% |
| 2020-01-06 | $0.9650 | 0.58% |
| 2020-04-03 | $0.9650 | 0.60% |
| 2020-07-06 | $0.9650 | 0.51% |
| 2020-10-02 | $0.9650 | 0.46% |
| 2020-12-18 | $2.0000 | 0.81% |
| 2021-01-04 | $1.0350 | 0.42% |
| 2021-04-05 | $1.0350 | 0.46% |
| 2021-07-02 | $1.0350 | 0.53% |
| 2021-10-04 | $1.0350 | 0.57% |
| 2022-01-04 | $1.1100 | 0.57% |
| 2022-04-04 | $1.1100 | 0.61% |
| 2022-07-05 | $1.1100 | 0.57% |
| 2022-10-04 | $1.1100 | 0.48% |
| 2023-01-04 | $1.1900 | 0.49% |
| 2023-04-04 | $1.1900 | 0.51% |
| 2023-07-05 | $1.1900 | 0.57% |
| 2023-10-04 | $1.1900 | 0.41% |
| 2024-01-05 | $1.2750 | 0.38% |
| 2024-04-08 | $1.2750 | 0.32% |
| 2024-07-09 | $1.2750 | 0.35% |
| 2024-10-07 | $1.2750 | 0.23% |
| 2025-01-07 | $1.3650 | 0.34% |
| 2025-04-07 | $1.3650 | 0.34% |
| 2025-07-08 | $1.3650 | 0.40% |
| 2025-10-06 | $1.3650 | 0.43% |
| 2026-01-06 | $1.4630 | 0.52% |
| 2026-04-07 | $1.4630 | 0.58% |
| Total | 123 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-02 | $45.52 | $9.11 | $0.07 | 0.1892 |
| 2021-10-04 | $45.72 | $9.14 | $0.07 | 0.2020 |
| 2022-01-04 | $49.26 | $9.85 | $0.08 | 0.2053 |
| 2022-04-04 | $49.49 | $9.90 | $0.08 | 0.2210 |
| 2022-07-05 | $49.73 | $9.95 | $0.08 | 0.2049 |
| 2022-10-04 | $49.96 | $9.99 | $0.08 | 0.1703 |
| 2023-01-04 | $53.76 | $10.75 | $0.09 | 0.1772 |
| 2023-04-04 | $53.97 | $10.79 | $0.09 | 0.1884 |
| 2023-07-05 | $54.20 | $10.84 | $0.09 | 0.2101 |
| 2023-10-04 | $54.45 | $10.89 | $0.09 | 0.1442 |
| 2024-01-05 | $58.52 | $11.70 | $0.09 | 0.1417 |
| 2024-04-08 | $58.70 | $11.74 | $0.09 | 0.1176 |
| 2024-07-09 | $58.85 | $11.77 | $0.09 | 0.1318 |
| 2024-10-07 | $59.02 | $11.80 | $0.09 | 0.0903 |
| 2025-01-07 | $63.31 | $12.66 | $0.10 | 0.1257 |
| 2025-04-07 | $63.48 | $12.70 | $0.10 | 0.1330 |
| 2025-07-08 | $63.66 | $12.73 | $0.10 | 0.1491 |
| 2025-10-06 | $63.86 | $12.77 | $0.10 | 0.1613 |
| 2026-01-06 | $68.68 | $13.74 | $0.11 | 0.1921 |
| 2026-04-07 | $68.97 | $13.79 | $0.11 | 0.2215 |
| Total | $1133.10 | $226.62 | $1.81 | 3.3767 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.