Erie Indemnity Company (ERIE) Growth of $10K (Lump Sum & DCA)ERIEErie Indemnity CompanyNASDAQFinancials$222.11+$2.96 +1.35%Oct 2, 2026 close © 2026 WallStMonk. All rights reserved. v0.17.12Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$27,386+$17,386 · +173.86%
Total invested$10,000
Annualised (CAGR)+10.62%
Max drawdown-59.62%
SIP · Monthly122 contributions
$100 every month
$15,785+$3,585 · +29.38%
Total invested$12,200
Money-weighted (XIRR)+5.05%
Max drawdown-55.88%
SIP · Biweekly261 contributions
$100 every two weeks
$33,800+$7,700 · +29.50%
Total invested$26,100
Money-weighted (XIRR)+5.09%
Max drawdown-55.77%
Best 12-month stretch+130.94%Jul 2018 → Jul 2019
Worst 12-month stretch-41.92%May 2025 → May 2026
Deepest drawdown-59.62%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,490on $10,000, trailing 10 years
Growth of your contributions
It would be worth$43,171after your settings in ERIE
Profit+$20,971+94.46% on money in
Annualised return+9.04%Money-weighted (XIRR)
Deepest dip-58.36%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-12.14% | -13.84% | -9.95% | -28.93% | -8.57% p.a. | +4.96% p.a. | +10.62% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +12.27% | +11.23% | +13.04% | +27.24% | +51.52% | -19.98% | +32.03% | +37.35% | +25.42% | -31.99% | -18.71% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,543 | +$1,243 | +12.07% |
| 2017 | $11,500 | $14,069 | +$2,569 | +22.34% |
| 2018 | $12,800 | $17,352 | +$4,552 | +35.56% |
| 2019 | $14,000 | $23,148 | +$9,148 | +65.34% |
| 2020 | $15,200 | $36,609 | +$21,409 | +140.85% |
| 2021 | $16,400 | $30,425 | +$14,025 | +85.52% |
| 2022 | $17,600 | $41,679 | +$24,079 | +136.81% |
| 2023 | $18,800 | $58,867 | +$40,067 | +213.12% |
| 2024 | $20,100 | $75,162 | +$55,062 | +273.94% |
| 2025 | $21,300 | $52,085 | +$30,785 | +144.53% |
| 2026 (YTD) | $22,200 | $43,171 | +$20,971 | +94.46% |