ERIE monthly performance report
Monthly ERIE research: returns, drawdown, relative strength, seasonality, and key stats.
ERIE monthly report
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Key takeaways
- Erie Indemnity (ERIE) closed August 2026 at $250.79, up 3.62% for the month and −29.72% over the trailing 12 months.
- Year-to-date, ERIE is −12.51%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −3.50% versus its 200-day moving average ($259.87), a cautious technical signal.
- Over the past three years, ERIE has underperformed the S&P 500 by −80.82%, with a relative strength index reading of 53.4.
- Win rate over the trailing 39 months stands at 41% — 16 positive months versus 23 negative months.
Erie Indemnity ended August 2026 at $250.79, posting a monthly return of +3.62%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +0.57%.
The current quarter stands at +7.94% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −3.50% versus the 200-day moving average ($259.87).
Year-to-date, ERIE is −12.51% against SPY +12.89%, a gap of −25.40%. The stock is currently −34.12% below its 52-week high, with maximum 3-year drawdown at −61.96%.
| Period | ERIE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.56% | −0.20% | +2.76% |
| 1 Week | +3.45% | +3.90% | −0.46% |
| 1 Month | +3.62% | +3.05% | +0.57% |
| 3 Months | +14.55% | +7.11% | +7.44% |
| 6 Months |