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 September 2026 at $371.71, down 0.78% for the month and +6.68% over the trailing 12 months.
- Year-to-date, EG is +9.54%, underperforming the S&P 500 which has returned +12.08% YTD.
- The stock is trading +8.37% versus its 200-day moving average ($343.00), a bullish technical signal.
- Over the past three years, EG has underperformed the S&P 500 by −72.05%, with a relative strength index reading of 57.7.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Everest Group ended September 2026 at $371.71, posting a monthly return of −0.78%. The S&P 500 returned −0.36% over the same window, leaving relative performance at −0.42%.
The current quarter stands at +4.05% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +8.37% versus the 200-day moving average ($343.00).
Year-to-date, EG is +9.54% against SPY +12.08%, a gap of −2.54%. The stock is currently −7.31% below its 52-week high, with maximum 3-year drawdown at −26.46%.
| Period | EG | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.18% | +0.85% | −0.67% |
| 1 Week | −1.74% | −0.11% | −1.62% |
| 1 Month | −0.78% | −0.36% | −0.42% |
| 3 Months | +12.01% | +5.36% | +6.65% |
| 6 Months | +11.25% | +12.68% | −1.43% |
| YTD | +9.54% | +12.08% | −2.54% |
| 12 Months | +6.68% | +16.22% | −9.54% |
| 3 Years | −1.62% | +70.43% | −72.05% |
| 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) | +4.05% |
| Year | Return |
|---|---|
| 2023 | +6.73% |
| 2024 | +2.51% |
| 2025 | −6.38% |
| 2026 | +9.54% |
| Metric | Value |
|---|---|
| 52-Week High | $401.02 (2026-07-28) |
| 52-Week Low | $302.44 (2025-10-28) |
| Current Price | $371.71 |
| 200-Day Moving Average | $343.00 |
| Price vs 200DMA | +8.37% |
| 3-Year Maximum Drawdown | −26.46% (2025-10-28) |
| Current Drawdown from 52W High | −7.31% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 57.7 |
| 3-Year Excess Return vs S&P 500 | −72.05% |
| RS Peak | 113 (Nov 2023) |
| RS Trough | 50.1 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was EG's return for this report period?
EG returned −0.78% in the latest monthly window ending 2026-09-11.
Has EG outperformed SPY year to date?
YTD EG: +9.54% vs SPY: +12.08%.
What is EG's 12-month return?
+6.68% over the trailing 12 months.
Is EG above or below its 200-day moving average?
Price is +8.37% versus 200DMA ($343.00).
What is the maximum drawdown in the 3-year window?
−26.46% on 2025-10-28.