
Erie Indemnity (ERIE) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Erie Indemnity (ERIE) ten years ago, at the end of Oct 2016, was worth $31,737 at the end of Oct 2026 with every dividend reinvested: 12.2% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $88,577 reinvested (12.3% a year), or $63,654 taking the dividends as cash, $13,280 of it paid out along the way.
ERIE became
$88,577
S&P 500: $72,756
Return a year
12.3%
S&P 500: 11.1%
Payouts reinvested
$19,637
bought more shares
Worst drop
-59.4%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | ERIE total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −6.7% | $1,960 | +11.7% |
| 2025 | −29.4% | $1,739 | +17.7% |
| 2024 | +24.7% | $1,662 | +24.9% |
| 2023 | +37.4% | $1,503 | +26.2% |
| 2022 | +32.0% | $1,396 | −18.2% |
| 2021 | −20.0% | $1,282 | +28.7% |
| 2020 | +52.4% | $1,840 | +18.3% |
| 2019 | +27.1% | $1,063 | +31.2% |
| 2018 | +12.5% | $983 | −4.6% |
| 2017 | +11.2% | $880 | +21.7% |
| 2016 | +20.2% | $595 | +12.0% |
| 2015 | +9.6% | $898 | +1.2% |
| 2014 | +28.5% | $637 | +13.5% |
| 2013 | +8.1% | $450 | +32.3% |
| 2012 | −5.2% | $1,119 | +16.0% |
| 2011 | +23.0% | $484 | +1.9% |
| 2010 | +73.0% | $335 | +15.1% |
| 2009 | +9.0% | $387 | +26.4% |
| 2008 | −23.9% | $424 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: ERIE total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Erie Indemnity (ERIE) at the end of Dec 2007, with dividends reinvested, was worth $88,577 at the end of Oct 2026: 12.3% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, ERIE turned $10,000 into $31,737 with dividends reinvested, 12.2% a year.
- Over the 5 years to Oct 2026, ERIE returned 6.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking ERIE's dividends as cash instead of reinvesting them, the same $10,000 ended at $63,654, including $13,280 of cash received; reinvesting added $24,923.
- ERIE's best calendar year in that time was 2010 (73.0%) and its worst 2025 (-29.4%), with dividends reinvested.
Cite this page
SmarterDividends, "Erie Indemnity (ERIE) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/ERIE/total-return
ERIE total return questions
If I invested $10,000 in ERIE 10 years ago, how much would I have?
About $31,737 at the end of Oct 2026, with every dividend reinvested: 12.2% a year. Taking them as cash, you'd have shares worth $25,529 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is ERIE's total return since Dec 2007?
786% in total, or 12.3% a year, through Oct 2026 with dividends reinvested. The share price alone rose 404%.
How much of ERIE's return came from dividends?
About 27% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $24,923 better off on a $10,000 start.
What was ERIE's worst year?
2025, at -29.4% with dividends reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was -59.4%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.
