Seasonal Evaluation for Erie Indemnity Company (ERIE)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 35.00% | 50.00% | 65.00% | 75.00% |
| Median Return | -2.06% | 0.81% | 0.90% | 7.84% |
| Average Return | 9.75% | 7.25% | 5.44% | 7.61% |
| Maximum Gain | 33.91% | 42.44% | 48.96% | 19.73% |
| Gain Year | 2019 | 2019 | 2024 | 2014 |
| Maximum Loss | -10.70% | -17.24% | -26.99% | -23.64% |
| Loss Year | 2020 | 2025 | 2019 | 2024 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 55.00% | 57.50% | 42.50% | 70.00% |
| Median Return | 1.35% | 0.90% | -0.80% | 4.35% |
| Average Return | 8.23% | 6.16% | 8.19% | 6.51% |
| Maximum Gain | 33.91% | 48.96% | 42.44% | 48.96% |
| Gain Year | 2019 | 2024 | 2019 | 2024 |
| Maximum Loss | -23.64% | -26.99% | -17.24% | -26.99% |
| Loss Year | 2024 | 2019 | 2025 | 2019 |
| Based on the past 20 years (2006-2025) | ||||