ERIE monthly performance report
Explore ERIE's monthly returns, drawdown, and seasonality trends — updated every month.
ERIE monthly report
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Key takeaways
- Erie Indemnity (ERIE) closed September 2026 at $244.39, down 4.37% for the month and −23.72% over the trailing 12 months.
- Year-to-date, ERIE is −14.74%, underperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading −3.66% versus its 200-day moving average ($253.69), a cautious technical signal.
- Over the past three years, ERIE has underperformed the S&P 500 by −86.39%, with a relative strength index reading of 49.2.
- Win rate over the trailing 39 months stands at 41% — 16 positive months versus 23 negative months.
Erie Indemnity ended September 2026 at $244.39, posting a monthly return of −4.37%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −3.79%.
The current quarter stands at +1.94% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −3.66% versus the 200-day moving average ($253.69).
Year-to-date, ERIE is −14.74% against SPY +11.83%, a gap of −26.57%. The stock is currently −28.48% below its 52-week high, with maximum 3-year drawdown at −61.96%.
| Period | ERIE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.48% | +1.13% | −1.62% |
| 1 Week | +1.66% | +0.63% | +1.03% |
| 1 Month | −4.37% | −0.58% | −3.79% |
| 3 Months | +7.82% | +1.64% | +6.18% |
| 6 Months | +0.70% | +15.15% | −14.45% |
| YTD | −14.74% | +11.83% | −26.57% |
| 12 Months | −23.72% | +15.69% | −39.41% |
| 3 Years | −14.39% | +72.00% | −86.39% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | +25.58% |
| #2 | Jul 2024 | +21.73% |
| #3 | Feb 2024 | +17.65% |
| #4 | Aug 2024 | +15.21% |
| #5 | Dec 2023 | +13.29% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2024 | −16.85% |
| #2 | Apr 2025 | −14.42% |
| #3 | Apr 2026 | −12.88% |
| #4 | Sep 2025 | −10.22% |
| #5 | Oct 2025 | −8.02% |
| Quarter | Return |
|---|---|
| Q2 2025 | −17.24% |
| Q3 2025 | −8.26% |
| Q4 2025 | −9.90% |
| Q1 2026 | −12.33% |
| Q2 2026 | −4.60% |
| Q3 2026 (QTD) | +1.94% |
| Year | Return |
|---|---|
| 2023 | +34.66% |
| 2024 | +23.08% |
| 2025 | −30.46% |
| 2026 | −14.74% |
| Metric | Value |
|---|---|
| 52-Week High | $341.71 (2025-09-15) |
| 52-Week Low | $204.63 (2026-06-03) |
| Current Price | $244.39 |
| 200-Day Moving Average | $253.69 |
| Price vs 200DMA | −3.66% |
| 3-Year Maximum Drawdown | −61.96% (2026-06-03) |
| Current Drawdown from 52W High | −28.48% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 49.2 |
| 3-Year Excess Return vs S&P 500 | −86.39% |
| RS Peak | 146.6 (Sep 2024) |
| RS Trough | 41.9 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was ERIE's return for this report period?
ERIE returned −4.37% in the latest monthly window ending 2026-09-17.
Has ERIE outperformed SPY year to date?
YTD ERIE: −14.74% vs SPY: +11.83%.
What is ERIE's 12-month return?
−23.72% over the trailing 12 months.
Is ERIE above or below its 200-day moving average?
Price is −3.66% versus 200DMA ($253.69).
What is the maximum drawdown in the 3-year window?
−61.96% on 2026-06-03.