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 November 2026 at $274.73, up 5.10% for the month and −4.34% over the trailing 12 months.
- Year-to-date, ERIE is −4.16%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +12.35% versus its 200-day moving average ($244.53), a bullish technical signal.
- Over the past three years, ERIE has underperformed the S&P 500 by −74.72%, with a relative strength index reading of 56.4.
- Win rate over the trailing 39 months stands at 41% — 16 positive months versus 23 negative months.
Erie Indemnity ended November 2026 at $274.73, posting a monthly return of +5.10%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +5.28%.
The current quarter stands at +25.36% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +12.35% versus the 200-day moving average ($244.53).
Year-to-date, ERIE is −4.16% against SPY +10.62%, a gap of −14.78%. The stock is currently −8.91% below its 52-week high, with maximum 3-year drawdown at −61.96%.
| Period | ERIE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.75% | −0.36% | +2.12% |
| 1 Week | +0.61% | +2.59% | −1.99% |
| 1 Month | +5.10% | −0.18% | +5.28% |
| 3 Months | +10.89% | −2.37% | +13.26% |
| 6 Months | +29.19% | +0.83% | +28.36% |
| YTD | −4.16% | +10.62% | −14.78% |
| 12 Months | −4.34% | +12.25% | −16.59% |
| 3 Years | −3.34% | +71.37% | −74.72% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2024 | +21.73% |
| #2 | Oct 2026 | +19.27% |
| #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 | Sep 2026 | −14.25% |
| #4 | Apr 2026 | −12.88% |
| #5 | Sep 2025 | −10.22% |
| Quarter | Return |
|---|---|
| Q3 2025 | −8.26% |
| Q4 2025 | −9.90% |
| Q1 2026 | −12.33% |
| Q2 2026 | −4.60% |
| Q3 2026 | −8.59% |
| Q4 2026 (QTD) | +25.36% |
| Year | Return |
|---|---|
| 2023 | +34.66% |
| 2024 | +23.08% |
| 2025 | −30.46% |
| 2026 | −4.16% |
| Metric | Value |
|---|---|
| 52-Week High | $301.61 (2025-11-21) |
| 52-Week Low | $204.63 (2026-06-03) |
| Current Price | $274.73 |
| 200-Day Moving Average | $244.53 |
| Price vs 200DMA | +12.35% |
| 3-Year Maximum Drawdown | −61.96% (2026-06-03) |
| Current Drawdown from 52W High | −8.91% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 56.4 |
| 3-Year Excess Return vs S&P 500 | −74.72% |
| RS Peak | 147.9 (Sep 2024) |
| RS Trough | 42.3 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was ERIE's return for this report period?
ERIE returned +5.10% in the latest monthly window ending 2026-11-13.
Has ERIE outperformed SPY year to date?
YTD ERIE: −4.16% vs SPY: +10.62%.
What is ERIE's 12-month return?
−4.34% over the trailing 12 months.
Is ERIE above or below its 200-day moving average?
Price is +12.35% versus 200DMA ($244.53).
What is the maximum drawdown in the 3-year window?
−61.96% on 2026-06-03.