Everest Group, Ltd. (EG) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$14,205
Total Return
42.05%
CAGR
7.27%
Dividends
$1,270.59
Yield on Cost
12.71%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.63% |
| Median | +0.47% |
| Best | +24.33% |
| Worst | -15.12% |
| % of Windows Positive | 52.6% |
1-Year (252 Trading Days)
| Average | +8.43% |
| Median | +4.95% |
| Best | +57.69% |
| Worst | -20.18% |
| % of Windows Positive | 62.2% |
3-Year (756 Trading Days)
| Average | +30.65% |
| Median | +31.80% |
| Best | +72.64% |
| Worst | -12.48% |
| % of Windows Positive | 86.2% |
Risk Metrics
| Maximum Drawdown | -24.33% |
| Average Drawdown | -8.97% |
| Drawdown Duration | 595 Trading Days (Unrecovered) |
| Sortino Ratio | 0.55 |
| Calmar Ratio | 0.30 |
| CVaR (5%) | -3.99% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +1.06% (+3.77% ann.) | +$105.82 | $58.94 | $11.79 | $0.09 |
| 2025 | -5.52% | $551.89 | $110.60 | $22.12 | $0.18 |
| 2024 | +4.16% | +$415.92 | $220.50 | $44.10 | $0.35 |
| 2023 | +8.31% | +$831.41 | $206.47 | $41.29 | $0.33 |
| 2022 | +23.14% | +$2314.12 | $238.97 | $47.80 | $0.38 |
| 2021 | +19.27% | +$1926.84 | $266.78 | $53.36 | $0.43 |
| 2020 | -13.54% | $1354.26 | $225.83 | $45.17 | $0.36 |
| 2019 | +29.55% | +$2954.70 | $266.01 | $53.20 | $0.43 |
| 2018 | -0.26% | $25.93 | $177.01 | $35.40 | $0.28 |
| 2017 | +3.99% | +$398.83 | $234.84 | $46.97 | $0.38 |
| 2016 | +20.51% | +$2050.65 | $258.63 | $51.73 | $0.41 |
| 2015 | +9.45% | +$944.63 | $236.47 | $47.29 | $0.38 |
| 2014 | +11.00% | +$1099.86 | $206.57 | $41.31 | $0.33 |
| 2013 | +43.57% | +$4356.81 | $200.18 | $40.04 | $0.32 |
| 2012 | +32.78% | +$3278.09 | $229.70 | $45.94 | $0.37 |
| 2011 | +0.93% | +$93.25 | $227.87 | $45.57 | $0.36 |
| 2010 | +0.91% | +$91.36 | $225.73 | $45.15 | $0.36 |
| 2009 | +14.90% | +$1489.94 | $254.34 | $50.87 | $0.41 |
| 2008 | -22.70% | $2270.17 | $192.43 | $38.49 | $0.31 |
| 2007 | +3.88% | +$387.62 | $196.81 | $39.36 | $0.31 |
| 2006 | -1.74% | $174.29 | $59.90 | $11.98 | $0.10 |
| 2005 | +12.47% | +$1246.90 | $49.20 | $9.84 | $0.08 |
| 2004 | +6.29% | +$628.76 | $47.35 | $9.47 | $0.07 |
| 2003 | +53.63% | +$5363.29 | $65.22 | $13.04 | $0.11 |
| 2002 | -21.45% | $2145.23 | $45.33 | $9.07 | $0.08 |
| 2001 | -0.96% | $96.14 | $39.14 | $7.83 | $0.06 |
| 2000 | +222.67% | +$22267.24 | $107.82 | $21.57 | $0.17 |
| 1999 | -42.32% | $4231.67 | $61.77 | $12.35 | $0.10 |
| 1998 | -5.20% | $520.47 | $48.56 | $9.72 | $0.08 |
| 1997 | +44.00% | +$4400.05 | $55.74 | $11.15 | $0.08 |
| 1996 | +23.48% | +$2347.81 | $51.41 | $10.28 | $0.07 |
| 1995 partial | +19.25% (+109.40% ann.) | +$1924.83 | $15.29 | $3.06 | $0.02 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | October 3, 1995 – March 10, 2000 | +24.29% | +5.03% | +$2429.14 | $416.98 | $83.40 | $0.63 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +111.29% | +33.73% | +$11129.29 | $282.04 | $56.41 | $0.46 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +112.37% | +16.27% | +$11236.51 | $614.33 | $122.87 | $0.97 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -44.47% | -34.06% | $4447.18 | $255.12 | $51.03 | $0.41 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +70.52% | +17.13% | +$7051.91 | $1010.60 | $202.12 | $1.62 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +222.49% | +16.73% | +$22248.62 | $3124.36 | $624.87 | $5.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -39.97% | -99.70% | $3996.98 | $53.83 | $10.77 | $0.09 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +14.86% | +24.98% | +$1486.49 | $167.55 | $33.51 | $0.27 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +16.36% | +15.46% | +$1636.48 | $269.66 | $53.93 | $0.43 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +26.60% | +28.45% | +$2659.62 | $250.22 | $50.04 | $0.40 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +24.79% | +12.69% | +$2478.98 | $449.70 | $89.94 | $0.72 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -10.59% | -6.89% | $1059.01 | $207.17 | $41.43 | $0.33 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1995-11-16 | $0.0300 | 0.15% |
| 1996-02-14 | $0.0300 | 0.13% |
| 1996-06-03 | $0.0300 | 0.13% |
| 1996-08-30 | $0.0300 | 0.12% |
| 1996-12-02 | $0.0300 | 0.11% |
| 1997-03-05 | $0.0400 | 0.13% |
| 1997-06-06 | $0.0400 | 0.12% |
| 1997-09-08 | $0.0400 | 0.10% |
| 1997-11-28 | $0.0400 | 0.11% |
| 1998-03-05 | $0.0500 | 0.14% |
| 1998-06-03 | $0.0500 | 0.13% |
| 1998-09-01 | $0.0500 | 0.14% |
| 1998-11-27 | $0.0500 | 0.13% |
| 1999-03-04 | $0.0600 | 0.18% |
| 1999-06-03 | $0.0600 | 0.19% |
| 1999-09-01 | $0.0600 | 0.22% |
| 1999-11-29 | $0.0600 | 0.26% |
| 2000-03-06 | $0.0600 | 0.23% |
| 2000-06-02 | $0.0600 | 0.18% |
| 2000-08-30 | $0.0600 | 0.15% |
| 2000-11-28 | $0.0600 | 0.10% |
| 2001-03-02 | $0.0700 | 0.11% |
| 2001-05-31 | $0.0700 | 0.10% |
| 2001-08-29 | $0.0700 | 0.11% |
| 2001-11-19 | $0.0700 | 0.10% |
| 2002-02-28 | $0.0800 | 0.11% |
| 2002-05-30 | $0.0800 | 0.13% |
| 2002-08-28 | $0.0800 | 0.15% |
| 2002-11-27 | $0.0800 | 0.14% |
| 2003-02-27 | $0.0900 | 0.17% |
| 2003-05-29 | $0.0900 | 0.13% |
| 2003-08-27 | $0.0900 | 0.12% |
| 2003-11-24 | $0.0900 | 0.11% |
| 2004-02-26 | $0.1000 | 0.12% |
| 2004-05-26 | $0.1000 | 0.12% |
| 2004-08-26 | $0.1000 | 0.14% |
| 2004-11-24 | $0.1000 | 0.12% |
| 2005-03-03 | $0.1100 | 0.13% |
| 2005-05-25 | $0.1100 | 0.12% |
| 2005-08-25 | $0.1100 | 0.12% |
| 2005-11-23 | $0.1100 | 0.10% |
| 2006-03-02 | $0.1200 | 0.12% |
| 2006-05-24 | $0.1200 | 0.13% |
| 2006-08-24 | $0.1200 | 0.13% |
| 2006-11-22 | $0.2400 | 0.24% |
| 2007-03-01 | $0.4800 | 0.49% |
| 2007-06-01 | $0.4800 | 0.45% |
| 2007-09-04 | $0.4800 | 0.47% |
| 2007-11-28 | $0.4800 | 0.49% |
| 2008-02-28 | $0.4800 | 0.48% |
| 2008-05-21 | $0.4800 | 0.53% |
| 2008-08-21 | $0.4800 | 0.59% |
| 2008-11-20 | $0.4800 | 0.77% |
| 2009-03-02 | $0.4800 | 0.74% |
| 2009-05-22 | $0.4800 | 0.71% |
| 2009-08-31 | $0.4800 | 0.57% |
| 2009-11-30 | $0.4800 | 0.57% |
| 2010-03-08 | $0.4800 | 0.59% |
| 2010-05-28 | $0.4800 | 0.65% |
| 2010-08-30 | $0.4800 | 0.59% |
| 2010-11-29 | $0.4800 | 0.57% |
| 2011-03-07 | $0.4800 | 0.55% |
| 2011-05-27 | $0.4800 | 0.54% |
| 2011-08-29 | $0.4800 | 0.62% |
| 2011-11-28 | $0.4800 | 0.57% |
| 2012-03-05 | $0.4800 | 0.54% |
| 2012-05-25 | $0.4800 | 0.47% |
| 2012-08-27 | $0.4800 | 0.46% |
| 2012-11-26 | $0.4800 | 0.46% |
| 2013-03-04 | $0.4800 | 0.39% |
| 2013-06-03 | $0.4800 | 0.37% |
| 2013-08-26 | $0.4800 | 0.35% |
| 2013-12-02 | $0.7500 | 0.48% |
| 2014-03-10 | $0.7500 | 0.50% |
| 2014-06-02 | $0.7500 | 0.47% |
| 2014-08-25 | $0.7500 | 0.46% |
| 2014-12-01 | $0.9500 | 0.54% |
| 2015-03-09 | $0.9500 | 0.53% |
| 2015-06-01 | $0.9500 | 0.52% |
| 2015-08-24 | $0.9500 | 0.53% |
| 2015-11-30 | $1.1500 | 0.62% |
| 2016-03-07 | $1.1500 | 0.59% |
| 2016-05-27 | $1.1500 | 0.64% |
| 2016-09-02 | $1.1500 | 0.60% |
| 2016-11-28 | $1.2500 | 0.60% |
| 2017-03-06 | $1.2500 | 0.53% |
| 2017-05-26 | $1.2500 | 0.50% |
| 2017-09-01 | $1.2500 | 0.50% |
| 2017-11-28 | $1.3000 | 0.58% |
| 2018-03-06 | $1.3000 | 0.51% |
| 2018-05-29 | $1.3000 | 0.57% |
| 2018-09-04 | $1.3000 | 0.58% |
| 2019-03-05 | $1.4000 | 0.62% |
| 2019-05-28 | $1.4000 | 0.56% |
| 2019-09-03 | $1.4000 | 0.59% |
| 2019-12-03 | $1.5500 | 0.58% |
| 2020-03-10 | $1.5500 | 0.66% |
| 2020-05-26 | $1.5500 | 0.75% |
| 2020-09-01 | $1.5500 | 0.70% |
| 2020-12-01 | $1.5500 | 0.68% |
| 2021-03-16 | $1.5500 | 0.61% |
| 2021-05-25 | $1.5500 | 0.59% |
| 2021-08-24 | $1.5500 | 0.57% |
| 2021-11-30 | $1.5500 | 0.59% |
| 2022-03-15 | $1.5500 | 0.57% |
| 2022-05-24 | $1.6500 | 0.60% |
| 2022-08-23 | $1.6500 | 0.60% |
| 2022-11-22 | $1.6500 | 0.51% |
| 2023-03-15 | $1.6500 | 0.46% |
| 2023-05-30 | $1.6500 | 0.47% |
| 2023-09-18 | $1.7500 | 0.46% |
| 2023-11-28 | $1.7500 | 0.42% |
| 2024-03-18 | $1.7500 | 0.45% |
| 2024-05-29 | $2.0000 | 0.51% |
| 2024-09-16 | $2.0000 | 0.52% |
| 2024-11-27 | $2.0000 | 0.52% |
| 2025-03-17 | $2.0000 | 0.56% |
| 2025-05-28 | $2.0000 | 0.58% |
| 2026-03-13 | $2.0000 | 0.62% |
| Total | 119 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-25 | $59.74 | $11.95 | $0.10 | 0.1875 |
| 2021-08-24 | $60.03 | $12.01 | $0.10 | 0.1761 |
| 2021-11-30 | $60.31 | $12.06 | $0.10 | 0.1878 |
| 2022-03-15 | $60.60 | $12.12 | $0.10 | 0.1736 |
| 2022-05-24 | $64.79 | $12.96 | $0.10 | 0.1888 |
| 2022-08-23 | $65.10 | $13.02 | $0.10 | 0.1906 |
| 2022-11-22 | $65.42 | $13.08 | $0.10 | 0.1596 |
| 2023-03-15 | $65.68 | $13.14 | $0.10 | 0.1550 |
| 2023-05-30 | $65.94 | $13.19 | $0.11 | 0.1498 |
| 2023-09-18 | $70.20 | $14.04 | $0.11 | 0.1458 |
| 2023-11-28 | $70.45 | $14.09 | $0.11 | 0.1385 |
| 2024-03-18 | $70.69 | $14.14 | $0.11 | 0.1454 |
| 2024-05-29 | $81.08 | $16.22 | $0.13 | 0.1692 |
| 2024-09-16 | $81.42 | $16.28 | $0.13 | 0.1669 |
| 2024-11-27 | $81.76 | $16.35 | $0.13 | 0.1678 |
| 2025-03-17 | $82.09 | $16.42 | $0.13 | 0.1795 |
| 2025-05-28 | $82.45 | $16.49 | $0.13 | 0.1962 |
| 2026-03-13 | $82.84 | $16.57 | $0.13 | 0.2065 |
| Total | $1270.59 | $254.12 | $2.03 | 3.0845 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.