Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERIE (Erie Indemnity Company) | -19.36% | -35.56% | 3.23% | 5.67% | 11.21% | 11.27% | 11.05% | … | … |
Data as of 06/09/2026, Common starting date is 10/02/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERIE (Erie Indemnity Company) | 10/02/1995 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.16 | -35.56 | 3.23 | 5.67 | 11.21 | 11.27 | 11.05 | … | … | -19.36 | -29.40 | 24.67 | 37.35 | 32.03 | -19.98 | 52.39 | 27.08 | 12.54 | 11.24 | 20.23 | 9.58 | 28.50 | 8.13 | -5.20 | 22.97 | 73.00 | 9.03 | -23.88 | -7.92 | 12.01 | 3.72 | 25.69 | 19.82 | -4.19 | 31.60 | -6.27 | 3.60 | 5.93 | -4.84 | 52.46 | 25.77 |
| Sharpe Ratio | NA | -1.28 | 0.01 | 0.09 | 0.32 | NA | NA | … | … | -1.22 | -0.99 | 0.77 | 1.21 | 1.06 | -0.84 | 1.08 | 0.89 | 0.59 | 0.59 | 1.11 | 0.47 | 1.85 | 0.44 | -0.27 | 0.90 | 4.26 | 0.27 | -0.53 | -0.52 | 0.68 | 0.12 | 1.59 | 1.22 | -0.24 | 1.02 | -0.28 | 0.01 | 0.06 | -0.15 | 0.69 | 3.77 |
| Standard Deviation(%) | NA | 30.96 | 31.09 | 29.33 | 29.16 | NA | NA | … | … | 35.25 | 32.82 | 27.32 | 28.12 | 28.91 | 23.69 | 48.22 | 28.88 | 19.10 | 18.14 | 18.02 | 20.22 | 15.40 | 18.57 | 19.97 | 25.44 | 17.11 | 32.59 | 46.97 | 21.58 | 12.60 | 12.64 | 15.56 | 15.71 | 21.89 | 29.01 | 36.95 | 27.76 | 40.81 | 57.22 | 69.60 | 39.83 |
| Draw Down(%) | NA | 43.16 | 60.87 | 60.87 | 60.87 | NA | NA | … | … | 27.55 | 38.25 | 26.11 | 20.21 | 17.12 | 34.14 | 20.55 | 37.98 | 9.21 | 11.20 | 10.55 | 13.29 | 10.65 | 15.25 | 19.44 | 15.67 | 6.57 | 26.12 | 42.64 | 16.37 | 8.30 | 7.22 | 10.89 | 10.04 | 20.43 | 17.64 | 25.48 | 19.16 | 31.84 | 27.71 | 41.11 | 7.69 |
| Yield(%) | 0.00 | 1.56 | 2.42 | 2.60 | 4.50 | 5.64 | 6.62 | … | … | 1.05 | 1.33 | 1.52 | 1.95 | 2.30 | 1.72 | 3.55 | 2.76 | 2.82 | 2.80 | 2.32 | 3.87 | 3.51 | 2.57 | 6.26 | 3.12 | 3.66 | 4.84 | 4.33 | 2.78 | 2.71 | 2.49 | 1.54 | 2.67 | 1.81 | 2.04 | 1.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/02/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERIE (Erie Indemnity Company) |
-14.55%
Feb 2006 – Feb 2009 |
-6.13%
Jun 1996 – Jun 2001 |
3.28%
Feb 1999 – Feb 2009 |
5.74%
Jun 1996 – Jun 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERIE (Erie Indemnity Company) |
47.48%
Sep 2021 – Sep 2024 |
31.31%
Jun 2014 – Jun 2019 |
26.02%
Jun 2009 – Jun 2019 |
23.10%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart