EG monthly performance report
Monthly EG research: returns, drawdown, relative strength, seasonality, and key stats.
EG monthly report
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Key takeaways
- Everest Group (EG) closed August 2026 at $373.28, down 0.23% for the month and +13.83% over the trailing 12 months.
- Year-to-date, EG is +10.00%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +10.52% versus its 200-day moving average ($337.75), a bullish technical signal.
- Over the past three years, EG has underperformed the S&P 500 by −67.23%, with a relative strength index reading of 60.9.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Everest Group ended August 2026 at $373.28, posting a monthly return of −0.23%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −3.28%.
The current quarter stands at +6.29% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +10.52% versus the 200-day moving average ($337.75).
Year-to-date, EG is +10.00% against SPY +12.89%, a gap of −2.89%. The stock is currently −6.92% below its 52-week high, with maximum 3-year drawdown at −26.46%.
| Period | EG | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.10% | −0.20% | +1.30% |
| 1 Week | −6.38% | +3.90% | −10.28% |
| 1 Month | −0.23% | +3.05% | −3.28% |
| 3 Months | +4.63% | +7.11% | −2.48% |
| 6 Months | +12.52% | +10.70% | +1.82% |
| YTD | +10.00% | +12.89% | −2.89% |
| 12 Months | +13.83% | +22.58% | −8.75% |
| 3 Years | +5.06% | +72.29% | −67.23% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | +10.94% |
| #2 | Apr 2026 | +9.83% |
| #3 | Nov 2024 | +9.58% |
| #4 | Jan 2024 | +8.44% |
| #5 | Dec 2025 | +7.99% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2023 | −13.60% |
| #2 | Oct 2025 | −10.48% |
| #3 | May 2026 | −9.85% |
| #4 | Oct 2024 | −8.87% |
| #5 | Apr 2024 | −7.46% |
| Quarter | Return |
|---|---|
| Q2 2025 | +3.97% |
| Q3 2025 | +3.39% |
| Q4 2025 | −2.57% |
| Q1 2026 | −2.34% |
| Q2 2026 | +9.84% |
| Q3 2026 (QTD) | +6.29% |
| Year | Return |
|---|---|
| 2023 | +7.14% |
| 2024 | +5.41% |
| 2025 | +4.44% |
| 2026 | +14.01% |
| Metric | Value |
|---|---|
| 52-Week High | $401.02 (2026-07-28) |
| 52-Week Low | $302.44 (2025-10-28) |
| Current Price | $373.28 |
| 200-Day Moving Average | $337.75 |
| Price vs 200DMA | +10.52% |
| 3-Year Maximum Drawdown | −26.46% (2025-10-28) |
| Current Drawdown from 52W High | −6.92% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 60.9 |
| 3-Year Excess Return vs S&P 500 | −67.23% |
| RS Peak | 119.6 (Nov 2023) |
| RS Trough | 53 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was EG's return for this report period?
EG returned −0.23% in the latest monthly window ending 2026-08-05.
Has EG outperformed SPY year to date?
YTD EG: +10.00% vs SPY: +12.89%.
What is EG's 12-month return?
+13.83% over the trailing 12 months.
Is EG above or below its 200-day moving average?
Price is +10.52% versus 200DMA ($337.75).
What is the maximum drawdown in the 3-year window?
−26.46% on 2025-10-28.