EFX monthly performance report
Explore EFX's monthly returns, drawdown, and seasonality trends — updated every month.
EFX monthly report
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Key takeaways
- Equifax (EFX) closed September 2026 at $158.87, down 16.54% for the month and −39.06% over the trailing 12 months.
- Year-to-date, EFX is −26.78%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −14.92% versus its 200-day moving average ($186.74), a cautious technical signal.
- Over the past three years, EFX has underperformed the S&P 500 by −90.20%, with a relative strength index reading of 47.5.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
Equifax ended September 2026 at $158.87, posting a monthly return of −16.54%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −15.84%.
The current quarter stands at +0.09% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −14.92% versus the 200-day moving average ($186.74).
Year-to-date, EFX is −26.78% against SPY +11.70%, a gap of −38.48%. The stock is currently −41.56% below its 52-week high, with maximum 3-year drawdown at −50.53%.
| Period | EFX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.43% | −0.12% | −1.31% |
| 1 Week | −5.99% | −0.34% | −5.65% |
| 1 Month | −16.54% | −0.70% | −15.84% |
| 3 Months | −2.96% | +2.80% | −5.75% |
| 6 Months | −17.06% | +13.85% | −30.91% |
| YTD | −26.78% | +11.70% | −38.48% |
| 12 Months | −39.06% | +15.01% | −54.08% |
| 3 Years | −18.51% | +71.69% | −90.20% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +28.39% |
| #2 | Jul 2024 | +15.22% |
| #3 | Dec 2023 | +13.59% |
| #4 | Feb 2024 | +11.97% |
| #5 | Aug 2026 | +10.28% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2025 | −17.71% |
| #2 | Apr 2024 | −17.69% |
| #3 | Sep 2026 | −16.54% |
| #4 | Mar 2026 | −13.83% |
| #5 | Jul 2023 | −13.27% |
| Quarter | Return |
|---|---|
| Q2 2025 | +6.49% |
| Q3 2025 | −1.09% |
| Q4 2025 | −15.42% |
| Q1 2026 | −17.01% |
| Q2 2026 | −11.86% |
| Q3 2026 (QTD) | +0.09% |
| Year | Return |
|---|---|
| 2023 | +27.23% |
| 2024 | +3.06% |
| 2025 | −14.86% |
| 2026 | −26.78% |
| Metric | Value |
|---|---|
| 52-Week High | $271.84 (2025-09-17) |
| 52-Week Low | $150.75 (2026-06-22) |
| Current Price | $158.87 |
| 200-Day Moving Average | $186.74 |
| Price vs 200DMA | −14.92% |
| 3-Year Maximum Drawdown | −50.53% (2026-06-25) |
| Current Drawdown from 52W High | −41.56% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 47.5 |
| 3-Year Excess Return vs S&P 500 | −90.20% |
| RS Peak | 124.9 (Sep 2024) |
| RS Trough | 46.9 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was EFX's return for this report period?
EFX returned −16.54% in the latest monthly window ending 2026-09-18.
Has EFX outperformed SPY year to date?
YTD EFX: −26.78% vs SPY: +11.70%.
What is EFX's 12-month return?
−39.06% over the trailing 12 months.
Is EFX above or below its 200-day moving average?
Price is −14.92% versus 200DMA ($186.74).
What is the maximum drawdown in the 3-year window?
−50.53% on 2026-06-25.