EG
Everest Group, Ltd.
$427.19+4.86 (+1.15%)Close Nov 13, 2026
Oct 3, 1995 – Nov 13, 2026, Dividends reinvested
- Final balance
- $352,613
- CAGR
- +12.13%
- Max drawdown
- −52.96%
- Sharpe ratio
- 0.54
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
EG's average annual return was 9.55% over the last 10 years and 9.72% over the last 20 years, through Nov 13, 2026. $10,000 in EG on Nov 11, 2016 grew to $24,896 by Nov 13, 2026, with dividends reinvested.
Total
- 1M
- +14.00%
- 3M
- +17.34%
- 6M
- +24.17%
- YTD
- +28.12%
- 1Y
- +32.76%
Per year
- 3Y
- +5.31%
- 5Y
- +11.40%
- 10Y
- +9.55%
- 15Y
- +13.20%
- 20Y
- +9.72%
- 25Y
- +9.54%
- 30Y
- +11.42%
- Since 1995
- +12.13%
Annual returns
1995 from Oct 3 · 2026 through Nov 13
EG returns by year
| Year | Return |
|---|---|
| 2026 through Nov 13 | +28.12% |
| 2025 | −5.30% |
| 2024 | +4.59% |
| 2023 | +8.69% |
| 2022 | +23.74% |
| 2021 | +19.80% |
| 2020 | −13.03% |
| 2019 | +30.17% |
| 2018 | +0.08% |
| 2017 | +4.43% |
| 2016 | +21.11% |
| 2015 | +9.91% |
| 2014 | +11.44% |
| 2013 | +44.03% |
Metrics
Since 1995| Volatility | 29.05% |
|---|---|
| Sortino ratio | 0.81 |
| Calmar ratio | 0.23 |
| Best year, 2000 | +223.11% |
| Worst year, 1999 | −42.21% |
| Positive years | 22 of 30 |
| Longest drawdown | 4.6 years |
Worst drawdowns
Since 1995| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.0% | Apr 1998 | Oct 1999 | Sep 2000 | 2.4 years |
| −46.7% | Oct 2007 | Mar 2009 | May 2012 | 4.6 years |
| −44.7% | Oct 2001 | Jul 2002 | Jun 2003 | 1.7 years |
| −44.2% | Feb 2020 | May 2020 | Oct 2021 | 1.7 years |
| −34.8% | Jun 2001 | Sep 2001 | Oct 2001 | 4 months |