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 November 2026 at $188.12, up 1.91% for the month and −9.12% over the trailing 12 months.
- Year-to-date, EFX is −13.30%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +6.70% versus its 200-day moving average ($176.30), a bullish technical signal.
- Over the past three years, EFX has underperformed the S&P 500 by −69.15%, with a relative strength index reading of 59.7.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Equifax ended November 2026 at $188.12, posting a monthly return of +1.91%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +2.09%.
The current quarter stands at +37.07% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +6.70% versus the 200-day moving average ($176.30).
Year-to-date, EFX is −13.30% against SPY +10.62%, a gap of −23.93%. The stock is currently −17.73% below its 52-week high, with maximum 3-year drawdown at −55.32%.
| Period | EFX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.72% | −0.36% | +1.08% |
| 1 Week | −0.78% | +2.59% | −3.37% |
| 1 Month | +1.91% | −0.18% | +2.09% |
| 3 Months | +4.02% | −2.37% | +6.39% |
| 6 Months | +12.81% | +0.83% | +11.98% |
| YTD | −13.30% | +10.62% | −23.93% |
| 12 Months | −9.12% | +12.25% | −21.37% |
| 3 Years | +2.23% | +71.37% | −69.15% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +34.51% |
| #2 | Nov 2023 | +28.39% |
| #3 | Jul 2024 | +15.22% |
| #4 | Dec 2023 | +13.59% |
| #5 | Aug 2026 | +12.59% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2026 | −29.39% |
| #2 | Oct 2025 | −17.71% |
| #3 | Apr 2024 | −17.69% |
| #4 | Mar 2026 | −13.83% |
| #5 | Sep 2023 | −11.38% |
| Quarter | Return |
|---|---|
| Q3 2025 | −1.09% |
| Q4 2025 | −15.42% |
| Q1 2026 | −17.01% |
| Q2 2026 | −11.86% |
| Q3 2026 | −13.53% |
| Q4 2026 (QTD) | +37.07% |
| Year | Return |
|---|---|
| 2023 | +27.23% |
| 2024 | +3.06% |
| 2025 | −14.86% |
| 2026 | −13.30% |
| Metric | Value |
|---|---|
| 52-Week High | $228.67 (2026-01-09) |
| 52-Week Low | $137.03 (2026-09-30) |
| Current Price | $188.12 |
| 200-Day Moving Average | $176.30 |
| Price vs 200DMA | +6.70% |
| 3-Year Maximum Drawdown | −55.32% (2026-09-30) |
| Current Drawdown from 52W High | −17.73% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 59.7 |
| 3-Year Excess Return vs S&P 500 | −69.15% |
| RS Peak | 131.3 (Sep 2024) |
| RS Trough | 43 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was EFX's return for this report period?
EFX returned +1.91% in the latest monthly window ending 2026-11-13.
Has EFX outperformed SPY year to date?
YTD EFX: −13.30% vs SPY: +10.62%.
What is EFX's 12-month return?
−9.12% over the trailing 12 months.
Is EFX above or below its 200-day moving average?
Price is +6.70% versus 200DMA ($176.30).
What is the maximum drawdown in the 3-year window?
−55.32% on 2026-09-30.