EG monthly performance report
Explore EG's monthly returns, drawdown, and seasonality trends — updated every month.
EG monthly report
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Key takeaways
- Everest Group (EG) closed September 2026 at $380.12, up 1.46% for the month and +13.93% over the trailing 12 months.
- Year-to-date, EG is +12.01%, outperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading +10.39% versus its 200-day moving average ($344.34), a bullish technical signal.
- Over the past three years, EG has underperformed the S&P 500 by −71.76%, with a relative strength index reading of 57.5.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Everest Group ended September 2026 at $380.12, posting a monthly return of +1.46%. The S&P 500 returned −0.58% over the same window, leaving relative performance at +2.04%.
The current quarter stands at +6.41% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +10.39% versus the 200-day moving average ($344.34).
Year-to-date, EG is +12.01% against SPY +11.83%, a gap of +0.18%. The stock is currently −5.21% below its 52-week high, with maximum 3-year drawdown at −26.46%.
| Period | EG | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.62% | +1.13% | −0.51% |
| 1 Week | +2.45% | +0.63% | +1.82% |
| 1 Month | +1.46% | −0.58% | +2.04% |
| 3 Months | +12.26% | +1.64% | +10.63% |
| 6 Months | +17.93% | +15.15% | +2.78% |
| YTD | +12.01% | +11.83% | +0.18% |
| 12 Months | +13.93% | +15.69% | −1.76% |
| 3 Years | +0.24% | +72.00% | −71.76% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | +10.25% |
| #2 | Apr 2026 | +9.15% |
| #3 | Nov 2024 | +8.98% |
| #4 | Jan 2024 | +8.88% |
| #5 | Dec 2025 | +7.97% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2023 | −13.88% |
| #2 | Oct 2025 | −10.20% |
| #3 | Oct 2024 | −9.24% |
| #4 | May 2026 | −9.17% |
| #5 | Apr 2024 | −7.82% |
| Quarter | Return |
|---|---|
| Q2 2025 | −6.46% |
| Q3 2025 | +3.05% |
| Q4 2025 | −3.11% |
| Q1 2026 | −3.68% |
| Q2 2026 | +9.29% |
| Q3 2026 (QTD) | +6.41% |
| Year | Return |
|---|---|
| 2023 | +6.73% |
| 2024 | +2.51% |
| 2025 | −6.38% |
| 2026 | +12.01% |
| Metric | Value |
|---|---|
| 52-Week High | $401.02 (2026-07-28) |
| 52-Week Low | $302.44 (2025-10-28) |
| Current Price | $380.12 |
| 200-Day Moving Average | $344.34 |
| Price vs 200DMA | +10.39% |
| 3-Year Maximum Drawdown | −26.46% (2025-10-28) |
| Current Drawdown from 52W High | −5.21% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 57.5 |
| 3-Year Excess Return vs S&P 500 | −71.76% |
| RS Peak | 109.9 (Nov 2023) |
| RS Trough | 48.7 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was EG's return for this report period?
EG returned +1.46% in the latest monthly window ending 2026-09-17.
Has EG outperformed SPY year to date?
YTD EG: +12.01% vs SPY: +11.83%.
What is EG's 12-month return?
+13.93% over the trailing 12 months.
Is EG above or below its 200-day moving average?
Price is +10.39% versus 200DMA ($344.34).
What is the maximum drawdown in the 3-year window?
−26.46% on 2025-10-28.