ERIE vs UMBF
Comparison between Erie Indemnity Co. - Class A (ERIE, Company) and UMB Financial Corp (UMBF, Company).
Both ERIE and UMBF are from the Financial Services sector.
5-Year PerformanceUMBF has outperformed ERIE, delivering a return of +12.2% compared to +5.0%
ERIE vs UMBF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ERIE vs UMBF - Historical Returns
Returns include dividend reinvestment.
ERIE vs UMBF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ERIE | UMBF |
|---|---|---|
| 2026 | -21.01% | +24.34% |
| 2025 | -28.92% | +4.43% |
| 2024 | +24.67% | +36.78% |
| 2023 | +39.75% | +3.42% |
| 2022 | +31.76% | -20.94% |
| 2021 | -18.76% | +56.84% |
| 2020 | +53.13% | +2.31% |
| 2019 | +30.09% | +12.96% |
| 2018 | +14.91% | -14.08% |
| 2017 | +10.96% | -4.73% |
| 2016 | +21.90% | +72.72% |
| 2015 | +10.52% | -15.46% |
| 2014 | +29.89% | -8.37% |
| 2013 | +8.06% | +45.29% |
| 2012 | -4.19% | +16.28% |
| 2011 | +21.00% | -10.95% |
| 2010 | +71.55% | +7.25% |
| 2009 | +8.54% | -18.23% |
| 2008 | -23.30% | +33.58% |
| 2007 | -7.83% | +5.13% |
| 2006 | +11.45% | +13.65% |
| 2005 | +4.58% | +15.86% |
| 2004 | +27.59% | +20.02% |
| 2003 | +18.16% | +25.51% |
| 2002 | -2.49% | -4.66% |
| 2001 | +30.77% | +17.31% |
| 2000 | -1.93% | +4.09% |
| 1999 | +1.57% | -9.66% |
ERIE vs UMBF Drawdown Comparison
The maximum drawdown for ERIE was -60.86%, occurring on Jun 3, 2026. This drawdown has not yet recovered.
The maximum drawdown for UMBF was -52.70%, occurring on Oct 3, 2011. Recovery took 1303 trading sessions.
The current ERIE drawdown is -59.00%. The current UMBF drawdown is -2.84%.
| Rank | ERIE | UMBF |
|---|---|---|
| #1 | -60.86% Sep 24, 2024 - Jun 3, 2026 | -52.70% Sep 19, 2008 - Nov 21, 2013 |
| #2 | -50.77% Sep 18, 2007 - Sep 1, 2010 | -50.23% Jan 14, 2022 - Sep 19, 2024 |
| #3 | -49.12% Jul 25, 2019 - Jan 8, 2021 | -45.00% Jun 8, 2018 - Jan 7, 2021 |
| #4 | -36.75% Feb 9, 2021 - Oct 31, 2022 | -37.76% Jan 22, 2014 - Nov 9, 2016 |
| #5 | -27.64% Nov 30, 2022 - Aug 9, 2023 | -31.80% Nov 25, 2024 - Jan 21, 2026 |
| #6 | -27.08% Nov 30, 1999 - May 16, 2001 | -29.26% Nov 3, 1999 - Jun 28, 2001 |
| #7 | -24.03% May 6, 2002 - Feb 9, 2004 | -27.59% May 15, 2002 - Sep 16, 2003 |
| #8 | -20.26% Oct 27, 2011 - Mar 15, 2013 | -22.52% Sep 19, 2007 - Apr 24, 2008 |
| #9 | -17.94% Jul 22, 2013 - Oct 17, 2014 | -21.27% Mar 1, 2017 - Jun 7, 2018 |
| #10 | -17.64% May 31, 2001 - Jul 30, 2001 | -18.57% Feb 6, 2026 - May 6, 2026 |
| #11 | -15.91% Mar 7, 2024 - Jul 26, 2024 | -16.25% Aug 21, 2001 - Apr 1, 2002 |
| #12 | -15.67% Jul 21, 2011 - Oct 10, 2011 | -16.10% Jun 20, 2008 - Jul 22, 2008 |
| #13 | -13.29% Feb 23, 2015 - Nov 18, 2015 | -14.40% May 14, 2021 - Oct 1, 2021 |
| #14 | -12.66% Jul 28, 2017 - Aug 1, 2018 | -12.75% Aug 11, 2008 - Sep 18, 2008 |
| #15 | -12.36% Oct 17, 2023 - Dec 11, 2023 | -10.65% Dec 9, 2016 - Feb 21, 2017 |
Correlation
Correlation between ERIE and UMBF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
ERIE vs UMBF dividend yield comparison.
| Year | ERIE | UMBF |
|---|---|---|
| 2026 | 2.03% | 0.60% |
| 2025 | 1.90% | 1.42% |
| 2024 | 1.24% | 1.39% |
| 2023 | 1.42% | 1.83% |
| 2022 | 1.79% | 1.78% |
| 2021 | 2.15% | 1.30% |
| 2020 | 2.39% | 1.81% |
| 2019 | 2.17% | 1.76% |
| 2018 | 2.52% | 1.92% |
| 2017 | 2.57% | 1.45% |
| 2016 | 1.95% | 1.28% |
| 2015 | 3.61% | 2.04% |
| 2014 | 2.80% | 1.60% |
| 2013 | 2.43% | 1.35% |
| 2012 | 6.94% | 1.89% |
| 2011 | 2.64% | 2.12% |
| 2010 | 2.20% | 1.81% |
| 2009 | 4.69% | 1.80% |
| 2008 | 5.87% | 1.67% |
| 2007 | 3.08% | 1.49% |
| 2006 | 2.48% | 1.41% |
| 2005 | 2.44% | 1.42% |
| 2004 | 1.23% | 1.50% |
| 2003 | 2.30% | 1.70% |
| 2002 | 1.88% | 2.09% |
| 2001 | 1.58% | 1.45% |
| 2000 | 1.81% | 2.14% |
| 1999 | 0.00% | 0.50% |
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