Everest Group (EG): analysis and statistics
Return, volatility, Sharpe ratio and risk for Everest Group, an S&P 500 component in the Financials sector. Data as of 2026-07-30.
| Last close price | $375.45 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +3.17% |
| Total return over period | +9.76% |
| Annualized volatility | 24.72% |
| Sharpe ratio | -0.02 |
| Sortino ratio | -0.03 |
| Max drawdown | -23.84% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.92% |
| Correlation with the S&P 500 | 0.24 |
| Period range | $301.22 – $398.70 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Everest Group (EG) has posted an annualized return of +3.17% with annual volatility of 24.72%, a negative Sharpe ratio: over this period it did not beat the risk-free Treasury rate. Its worst stretch (max drawdown from a peak) was -23.84%. Its correlation with the S&P 500 is 0.24, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how EG would fit inside an optimized portfolio alongside other S&P 500 stocks, try the optimizer.
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