Performance analysis of Equifax (EFX)
Annual Return
Over the past 3 years, EFX has had an average annual return of -5.49%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EFX has had an average annual return of -4.38%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, EFX has had an average annual return of +4.46%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, EFX has had an average annual return of +10.42%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -18.32% | -14.17% | +3.67% | +28.20% | -33.09% | +52.84% | +39% | +52.31% | -19.97% | +0.95% | +7.33% | +39.29% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +18.65% | +29.52% | +41.91% | +10.87% | +16.24% | +17.19% | -26.67% | -10.08% | +7.26% | +35.90% | +15.19% | +6.26% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -3.88% | +43.98% | +24.05% | -13.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.18% | +3.75% | -13.59% | -3.40% | -4.36% | +6.25% | -18.32% | ||||||
| 2025 | +7.82% | -10.62% | -0.67% | +6.80% | +1.75% | -1.82% | -7.38% | +2.53% | +4.38% | -17.71% | +0.84% | +2.17% | -14.17% |
| 2024 | -1.19% | +12.14% | -2.22% | -17.69% | +5.26% | +4.78% | +15.22% | +9.94% | -4.20% | -9.81% | -1.15% | -2.57% | +3.67% |
| 2023 | +14.32% | -8.68% | +0.15% | +2.73% | +0.30% | +12.79% | -13.27% | +1.28% | -11.21% | -7.43% | +28.63% | +13.59% | +28.20% |
| 2022 | -18.11% | -8.77% | +8.59% | -14.16% | -0.26% | -9.77% | +14.30% | -9.65% | -8.99% | -1.10% | +16.65% | -1.52% | -33.09% |
| 2021 | -8.16% | -8.40% | +11.89% | +26.56% | +2.70% | +1.90% | +8.81% | +4.47% | -6.79% | +9.47% | +0.58% | +5.07% | +52.84% |
| 2020 | +6.98% | -5.24% | -15.69% | +16.28% | +10.85% | +11.93% | -5.42% | +3.77% | -6.76% | -12.94% | +22.46% | +15.54% | +39% |
| 2019 | +14.91% | +2.33% | +8.59% | +6.29% | -3.70% | +11.86% | +2.85% | +5.53% | -3.90% | -2.81% | +2.43% | +0.34% | +52.31% |
| 2018 | +5.95% | -9.55% | +4.58% | -4.89% | +2.05% | +9.79% | +0.31% | +7.06% | -2.54% | -22.31% | +1.60% | -9.29% | -19.97% |
| 2017 | -0.80% | +11.79% | +4.60% | -1.05% | +1.39% | +0.45% | +5.84% | -1.77% | -25.61% | +2.40% | +5.52% | +3.33% | +0.95% |
Drawdown analysis of Equifax (EFX)
The maximum drawdown for the EFX was -56.82%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.
The current EFX drawdown is -41.66%.
Since Nov 1, 1999 EFX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 4 times
- 30% or more: 6 times
- 20% or more: 11 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.82% | Jul 12, 2007 | 417 | Mar 9, 2009 | 760 | Mar 13, 2012 | 1177 |
| -49.12% | Dec 13, 2021 | 215 | Oct 20, 2022 | 454 | Aug 13, 2024 | 669 |
| -47.95% | Sep 13, 2024 | 417 | May 14, 2026 | Ongoing | Ongoing | Ongoing |
| -40.85% | Mar 6, 2002 | 256 | Mar 12, 2003 | 480 | Feb 4, 2005 | 736 |
| -37.25% | Aug 1, 2017 | 352 | Dec 24, 2018 | 148 | Jul 29, 2019 | 500 |
| -35.76% | Mar 4, 2020 | 13 | Mar 23, 2020 | 49 | Jun 2, 2020 | 62 |
| -27.69% | Nov 2, 1999 | 56 | Jan 24, 2000 | 53 | Apr 7, 2000 | 109 |
| -24.18% | Aug 27, 2001 | 14 | Sep 21, 2001 | 100 | Feb 14, 2002 | 114 |
| -23.69% | Jun 8, 2020 | 102 | Oct 30, 2020 | 26 | Dec 8, 2020 | 128 |
| -23.65% | Nov 2, 2000 | 33 | Dec 20, 2000 | 112 | Jun 4, 2001 | 145 |
| -20.21% | Jan 17, 2006 | 144 | Aug 11, 2006 | 84 | Dec 11, 2006 | 228 |
| -18.29% | Apr 12, 2000 | 74 | Jul 28, 2000 | 46 | Oct 3, 2000 | 120 |
| -17.95% | Dec 29, 2015 | 28 | Feb 9, 2016 | 34 | Mar 30, 2016 | 62 |
| -17.82% | Jul 25, 2016 | 91 | Dec 1, 2016 | 72 | Mar 17, 2017 | 163 |
| -16.87% | Dec 18, 2020 | 46 | Feb 26, 2021 | 38 | Apr 22, 2021 | 84 |
| -12.94% | Feb 14, 2007 | 31 | Mar 30, 2007 | 42 | May 31, 2007 | 73 |
| -12.84% | Feb 14, 2020 | 9 | Feb 28, 2020 | 3 | Mar 4, 2020 | 12 |
| -11.93% | Jul 20, 2005 | 30 | Aug 31, 2005 | 58 | Nov 22, 2005 | 88 |
| -11.88% | Sep 5, 2014 | 28 | Oct 15, 2014 | 28 | Nov 24, 2014 | 56 |
| -11.86% | Aug 17, 2015 | 6 | Aug 25, 2015 | 32 | Oct 9, 2015 | 38 |
| -10.67% | Feb 6, 2013 | 12 | Feb 25, 2013 | 40 | Apr 23, 2013 | 52 |
| -10.67% | Mar 18, 2014 | 18 | Apr 11, 2014 | 47 | Jun 19, 2014 | 65 |
| -9.54% | Aug 8, 2013 | 39 | Oct 3, 2013 | 16 | Oct 25, 2013 | 55 |
| -9.22% | Sep 5, 2019 | 43 | Nov 5, 2019 | 44 | Jan 9, 2020 | 87 |
| -8.94% | Sep 3, 2021 | 20 | Oct 4, 2021 | 23 | Nov 4, 2021 | 43 |