Equifax Inc. (EFX) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$10,347
Total Return
3.47%
CAGR
0.68%
Dividends
$453.66
Yield on Cost
4.54%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.15% |
| Median | -0.28% |
| Best | +33.24% |
| Worst | -23.50% |
| % of Windows Positive | 49.1% |
1-Year (252 Trading Days)
| Average | +0.85% |
| Median | -2.16% |
| Best | +65.86% |
| Worst | -43.98% |
| % of Windows Positive | 48.1% |
3-Year (756 Trading Days)
| Average | +12.74% |
| Median | +10.05% |
| Best | +56.30% |
| Worst | -18.40% |
| % of Windows Positive | 77.0% |
Risk Metrics
| Maximum Drawdown | -49.18% |
| Average Drawdown | -21.02% |
| Drawdown Duration | 670 Trading Days |
| Sortino Ratio | 0.27 |
| Calmar Ratio | 0.01 |
| CVaR (5%) | -4.98% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -13.89% (-40.86% ann.) | $1389.19 | $25.81 | $5.16 | $0.04 |
| 2025 | -14.31% | $1431.00 | $74.33 | $14.87 | $0.12 |
| 2024 | +3.55% | +$354.69 | $63.20 | $12.64 | $0.10 |
| 2023 | +28.00% | +$2800.21 | $80.45 | $16.09 | $0.13 |
| 2022 | -33.20% | $3319.52 | $53.40 | $10.68 | $0.09 |
| 2021 | +52.64% | +$5263.59 | $81.08 | $16.22 | $0.13 |
| 2020 | +38.72% | +$3872.07 | $111.68 | $22.34 | $0.18 |
| 2019 | +51.94% | +$5193.96 | $168.17 | $33.63 | $0.27 |
| 2018 | -20.18% | $2018.27 | $132.80 | $26.56 | $0.21 |
| 2017 | +0.70% | +$70.47 | $132.40 | $26.48 | $0.21 |
| 2016 | +7.10% | +$709.75 | $118.93 | $23.79 | $0.19 |
| 2015 | +38.97% | +$3897.01 | $143.95 | $28.79 | $0.23 |
| 2014 | +18.33% | +$1832.74 | $145.35 | $29.07 | $0.23 |
| 2013 | +29.14% | +$2913.99 | $163.35 | $32.67 | $0.26 |
| 2012 | +41.46% | +$4146.20 | $186.77 | $37.35 | $0.30 |
| 2011 | +10.46% | +$1045.81 | $180.76 | $36.15 | $0.29 |
| 2010 | +16.04% | +$1603.92 | $90.85 | $18.17 | $0.15 |
| 2009 | +17.04% | +$1704.21 | $60.45 | $12.09 | $0.10 |
| 2008 | -26.75% | $2675.03 | $44.06 | $8.81 | $0.07 |
| 2007 | -10.08% | $1008.34 | $49.34 | $9.87 | $0.08 |
| 2006 | +7.17% | +$716.81 | $42.14 | $8.43 | $0.07 |
| 2005 | +35.78% | +$3577.64 | $53.45 | $10.69 | $0.09 |
| 2004 | +15.09% | +$1508.79 | $44.96 | $8.99 | $0.07 |
| 2003 | +6.18% | +$618.07 | $34.61 | $6.92 | $0.06 |
| 2002 | -3.94% | $394.24 | $33.16 | $6.63 | $0.05 |
| 2001 | +31.86% | +$3186.28 | $5339.41 | $1067.88 | $8.54 |
| 2000 | +23.16% | +$2315.64 | $158.64 | $31.73 | $0.25 |
| 1999 | -30.43% | $3043.09 | $106.51 | $21.30 | $0.17 |
| 1998 | -2.82% | $282.45 | $100.19 | $20.04 | $0.16 |
| 1997 | +27.72% | +$2771.72 | $1291.30 | $258.26 | $2.07 |
| 1996 | +44.74% | +$4474.31 | $154.11 | $30.82 | $0.25 |
| 1995 | +64.47% | +$6447.15 | $240.28 | $48.06 | $0.38 |
| 1994 | -1.90% | $189.75 | $222.59 | $44.52 | $0.36 |
| 1993 | +35.46% | +$3546.28 | $273.70 | $54.74 | $0.44 |
| 1992 | +33.10% | +$3310.37 | $330.63 | $66.13 | $0.53 |
| 1991 | +0.04% | +$3.58 | $322.60 | $64.52 | $0.52 |
| 1990 | +3.89% | +$388.84 | $302.54 | $60.51 | $0.48 |
| 1989 | +20.52% | +$2052.41 | $319.80 | $63.96 | $0.51 |
| 1988 | +0.10% | +$10.02 | $283.52 | $56.70 | $0.45 |
| 1987 | +28.46% | +$2846.10 | $87.36 | $17.47 | $0.14 |
| 1986 | +9.78% | +$977.92 | $0.00 | $0.00 | $0.00 |
| 1985 | +74.18% | +$7417.58 | $0.00 | $0.00 | $0.00 |
| 1984 | +24.09% | +$2409.09 | $0.00 | $0.00 | $0.00 |
| 1983 | +3.77% | +$377.36 | $0.00 | $0.00 | $0.00 |
| 1982 | +130.43% | +$13043.48 | $0.00 | $0.00 | $0.00 |
| 1981 | +10.18% | +$1017.95 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +13.61% (+17.49% ann.) | +$1360.55 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +29.99% | +5.89% | +$2998.76 | $2793.48 | $558.70 | $4.47 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +48.12% | +16.49% | +$4812.15 | $7188.68 | $1437.74 | $11.50 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +83.53% | +12.92% | +$8352.81 | $314.23 | $62.85 | $0.50 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -45.96% | -35.31% | $4595.68 | $65.26 | $13.05 | $0.10 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +141.28% | +29.81% | +$14127.75 | $685.13 | $137.03 | $1.10 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +271.94% | +18.96% | +$27194.47 | $2089.29 | $417.86 | $3.34 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -35.06% | -99.28% | $3505.83 | $24.16 | $4.83 | $0.04 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +32.57% | +57.41% | +$3257.29 | $68.70 | $13.74 | $0.11 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +88.34% | +82.32% | +$8833.58 | $128.79 | $25.76 | $0.21 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -40.46% | -42.34% | $4046.11 | $42.05 | $8.41 | $0.07 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +60.35% | +29.01% | +$6034.70 | $167.00 | $33.40 | $0.27 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -36.73% | -25.31% | $3672.93 | $95.81 | $19.16 | $0.15 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-11-18 | $0.0475 | 0.87% |
| 1988-02-18 | $0.0475 | 0.64% |
| 1988-05-10 | $0.0475 | 0.71% |
| 1988-08-19 | $0.0475 | 0.76% |
| 1988-11-17 | $0.0525 | 0.82% |
| 1989-02-15 | $0.0525 | 0.77% |
| 1989-05-19 | $0.0525 | 0.68% |
| 1989-08-21 | $0.0525 | 0.60% |
| 1989-11-17 | $0.0575 | 0.65% |
| 1990-02-15 | $0.0600 | 0.76% |
| 1990-05-21 | $0.0600 | 0.62% |
| 1990-08-20 | $0.0600 | 0.71% |
| 1990-10-31 | $0.0600 | 0.74% |
| 1991-02-15 | $0.0650 | 0.63% |
| 1991-05-20 | $0.0650 | 0.72% |
| 1991-08-19 | $0.0650 | 0.74% |
| 1991-11-18 | $0.0650 | 0.87% |
| 1992-02-14 | $0.0650 | 0.81% |
| 1992-05-18 | $0.0650 | 0.71% |
| 1992-08-19 | $0.0650 | 0.81% |
| 1992-11-18 | $0.0650 | 0.70% |
| 1993-02-16 | $0.0700 | 0.64% |
| 1993-05-19 | $0.0700 | 0.70% |
| 1993-08-19 | $0.0700 | 0.58% |
| 1993-11-18 | $0.0700 | 0.58% |
| 1994-02-15 | $0.0700 | 0.60% |
| 1994-05-19 | $0.0775 | 0.56% |
| 1994-08-19 | $0.0775 | 0.54% |
| 1994-11-17 | $0.0775 | 0.55% |
| 1995-02-15 | $0.0775 | 0.50% |
| 1995-05-19 | $0.0775 | 0.49% |
| 1995-08-23 | $0.0775 | 0.41% |
| 1995-11-21 | $0.0825 | 0.42% |
| 1996-02-21 | $0.0820 | 0.40% |
| 1996-05-22 | $0.0820 | 0.31% |
| 1996-08-21 | $0.0820 | 0.32% |
| 1996-11-20 | $0.0820 | 0.25% |
| 1997-02-19 | $0.0820 | 0.27% |
| 1997-05-21 | $0.0880 | 0.28% |
| 1997-08-08 | $3.5750 | 10.53% |
| 1997-08-21 | $0.0880 | 0.30% |
| 1997-11-20 | $0.0880 | 0.26% |
| 1998-02-18 | $0.0880 | 0.26% |
| 1998-05-20 | $0.0880 | 0.24% |
| 1998-08-21 | $0.0880 | 0.20% |
| 1998-11-20 | $0.0900 | 0.21% |
| 1999-02-18 | $0.0900 | 0.25% |
| 1999-05-21 | $0.0900 | 0.24% |
| 1999-08-23 | $0.0900 | 0.32% |
| 1999-11-22 | $0.0930 | 0.36% |
| 2000-02-18 | $0.0930 | 0.43% |
| 2000-05-23 | $0.0930 | 0.38% |
| 2000-08-23 | $0.0930 | 0.37% |
| 2000-11-21 | $0.0930 | 0.27% |
| 2001-02-20 | $0.0930 | 0.29% |
| 2001-05-23 | $0.0930 | 0.27% |
| 2001-07-09 | $15.0000 | 40.81% |
| 2001-08-22 | $0.0200 | 0.08% |
| 2001-11-20 | $0.0200 | 0.08% |
| 2002-02-20 | $0.0200 | 0.07% |
| 2002-05-22 | $0.0200 | 0.07% |
| 2002-08-21 | $0.0200 | 0.09% |
| 2002-11-20 | $0.0200 | 0.08% |
| 2003-02-19 | $0.0200 | 0.10% |
| 2003-05-21 | $0.0200 | 0.08% |
| 2003-08-21 | $0.0200 | 0.09% |
| 2003-11-20 | $0.0200 | 0.08% |
| 2004-02-19 | $0.0200 | 0.07% |
| 2004-05-21 | $0.0300 | 0.12% |
| 2004-08-23 | $0.0300 | 0.12% |
| 2004-11-22 | $0.0300 | 0.11% |
| 2005-02-17 | $0.0300 | 0.10% |
| 2005-05-23 | $0.0400 | 0.11% |
| 2005-08-23 | $0.0400 | 0.12% |
| 2005-11-21 | $0.0400 | 0.11% |
| 2006-02-27 | $0.0400 | 0.11% |
| 2006-05-23 | $0.0400 | 0.11% |
| 2006-08-23 | $0.0400 | 0.12% |
| 2006-11-21 | $0.0400 | 0.11% |
| 2007-02-20 | $0.0400 | 0.10% |
| 2007-05-10 | $0.0400 | 0.10% |
| 2007-05-23 | $0.0400 | 0.10% |
| 2007-08-22 | $0.0400 | 0.10% |
| 2007-11-20 | $0.0400 | 0.11% |
| 2008-02-20 | $0.0400 | 0.11% |
| 2008-05-21 | $0.0400 | 0.11% |
| 2008-08-21 | $0.0400 | 0.11% |
| 2008-11-20 | $0.0400 | 0.18% |
| 2009-02-18 | $0.0400 | 0.18% |
| 2009-05-21 | $0.0400 | 0.14% |
| 2009-08-21 | $0.0400 | 0.15% |
| 2009-11-20 | $0.0400 | 0.14% |
| 2010-02-18 | $0.0400 | 0.12% |
| 2010-05-21 | $0.0400 | 0.13% |
| 2010-08-23 | $0.0400 | 0.13% |
| 2010-11-22 | $0.1600 | 0.46% |
| 2011-02-17 | $0.1600 | 0.44% |
| 2011-05-23 | $0.1600 | 0.43% |
| 2011-08-23 | $0.1600 | 0.55% |
| 2011-11-21 | $0.1600 | 0.46% |
| 2012-02-21 | $0.1800 | 0.42% |
| 2012-05-23 | $0.1800 | 0.40% |
| 2012-08-28 | $0.1800 | 0.39% |
| 2012-11-20 | $0.1800 | 0.36% |
| 2013-02-20 | $0.2200 | 0.39% |
| 2013-05-22 | $0.2200 | 0.35% |
| 2013-08-21 | $0.2200 | 0.35% |
| 2013-11-21 | $0.2200 | 0.33% |
| 2014-02-21 | $0.2500 | 0.36% |
| 2014-05-21 | $0.2500 | 0.36% |
| 2014-08-20 | $0.2500 | 0.32% |
| 2014-11-20 | $0.2500 | 0.32% |
| 2015-03-02 | $0.2900 | 0.31% |
| 2015-05-20 | $0.2900 | 0.29% |
| 2015-08-19 | $0.2900 | 0.28% |
| 2015-11-19 | $0.2900 | 0.26% |
| 2016-03-01 | $0.3300 | 0.31% |
| 2016-05-23 | $0.3300 | 0.27% |
| 2016-08-17 | $0.3300 | 0.25% |
| 2016-11-21 | $0.3300 | 0.27% |
| 2017-03-01 | $0.3900 | 0.30% |
| 2017-05-23 | $0.3900 | 0.28% |
| 2017-08-23 | $0.3900 | 0.27% |
| 2017-11-22 | $0.3900 | 0.35% |
| 2018-03-09 | $0.3900 | 0.32% |
| 2018-05-24 | $0.3900 | 0.34% |
| 2018-08-23 | $0.3900 | 0.29% |
| 2018-11-21 | $0.3900 | 0.39% |
| 2019-03-11 | $0.3900 | 0.36% |
| 2019-05-23 | $0.3900 | 0.31% |
| 2019-08-22 | $0.3900 | 0.27% |
| 2019-11-21 | $0.3900 | 0.28% |
| 2020-03-03 | $0.3900 | 0.26% |
| 2020-05-21 | $0.3900 | 0.26% |
| 2020-08-24 | $0.3900 | 0.24% |
| 2020-11-23 | $0.3900 | 0.23% |
| 2021-02-19 | $0.3900 | 0.22% |
| 2021-05-24 | $0.3900 | 0.16% |
| 2021-09-03 | $0.3900 | 0.14% |
| 2021-11-23 | $0.3900 | 0.14% |
| 2022-02-18 | $0.3900 | 0.18% |
| 2022-05-24 | $0.3900 | 0.20% |
| 2022-09-02 | $0.3900 | 0.21% |
| 2022-11-22 | $0.3900 | 0.20% |
| 2023-02-21 | $0.3900 | 0.18% |
| 2023-05-24 | $0.3900 | 0.19% |
| 2023-09-05 | $0.3900 | 0.19% |
| 2023-11-22 | $0.3900 | 0.19% |
| 2024-02-22 | $0.3900 | 0.15% |
| 2024-05-23 | $0.3900 | 0.16% |
| 2024-09-03 | $0.3900 | 0.13% |
| 2024-11-22 | $0.3900 | 0.15% |
| 2025-02-21 | $0.3900 | 0.16% |
| 2025-05-23 | $0.5000 | 0.19% |
| 2025-09-02 | $0.5000 | 0.20% |
| 2025-11-24 | $0.5000 | 0.23% |
| 2026-03-09 | $0.5600 | 0.27% |
| Total | 157 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 |
|---|---|---|---|---|
| 2021-05-24 | $21.02 | $4.20 | $0.03 | 0.0707 |
| 2021-09-03 | $21.05 | $4.21 | $0.03 | 0.0604 |
| 2021-11-23 | $21.07 | $4.21 | $0.03 | 0.0595 |
| 2022-02-18 | $21.10 | $4.22 | $0.03 | 0.0791 |
| 2022-05-24 | $21.13 | $4.23 | $0.03 | 0.0881 |
| 2022-09-02 | $21.16 | $4.23 | $0.03 | 0.0901 |
| 2022-11-22 | $21.20 | $4.24 | $0.03 | 0.0873 |
| 2023-02-21 | $21.23 | $4.25 | $0.03 | 0.0832 |
| 2023-05-24 | $21.26 | $4.25 | $0.03 | 0.0817 |
| 2023-09-05 | $21.29 | $4.26 | $0.03 | 0.0833 |
| 2023-11-22 | $21.33 | $4.27 | $0.03 | 0.0809 |
| 2024-02-22 | $21.36 | $4.27 | $0.03 | 0.0643 |
| 2024-05-23 | $21.38 | $4.28 | $0.03 | 0.0720 |
| 2024-09-03 | $21.41 | $4.28 | $0.03 | 0.0565 |
| 2024-11-22 | $21.43 | $4.29 | $0.03 | 0.0675 |
| 2025-02-21 | $21.46 | $4.29 | $0.03 | 0.0720 |
| 2025-05-23 | $27.55 | $5.51 | $0.04 | 0.0839 |
| 2025-09-02 | $27.59 | $5.52 | $0.04 | 0.0941 |
| 2025-11-24 | $27.64 | $5.53 | $0.04 | 0.1053 |
| 2026-03-09 | $31.01 | $6.20 | $0.05 | 0.1210 |
| Total | $453.66 | $90.73 | $0.73 | 1.6006 |
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.