Find A Portfolio/Ticker
Comparison Box
EFX: Equifax Inc. (STOCK)
Basic Info 256.33 0.15(0.06%) April 28
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 02/21/2025 |
| 12-Mo. Yield | 0.69% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 19.1 | 0.7 | 14.0 | 8.7 | 15.2 | 11.6 | 15.4 | 11.8 | 15.7 | 3.7 | 28.2 | -33.1 | 52.8 | 39.0 | 52.3 | -20.0 | 1.0 | 7.3 | 39.3 | 18.7 | 29.5 | 41.9 | 10.9 | 16.2 | 17.2 | -26.7 | -10.0 | 7.3 | 35.9 | 15.2 | 6.3 | -3.9 | 43.3 | 23.5 | -31.1 | -3.5 | 15.7 | 43.3 | 62.1 | -3.7 | 32.7 | 29.9 | -2.3 | 1.6 | 18.0 | -2.3 | 27.6 | 9.8 | 74.2 | 24.1 | 3.8 | 130.4 | 10.2 | 13.6 |
| Sharpe Ratio | NA | -0.01 | 0.22 | 0.08 | 0.38 | 0.31 | NA | NA | 0.43 | -0.1 | 0.85 | -0.89 | 1.85 | 0.92 | 2.64 | -0.77 | 0.01 | 0.33 | 1.93 | 1.16 | 1.74 | 2.08 | 0.39 | 0.74 | 0.55 | -0.61 | -0.55 | 0.18 | 1.61 | 0.74 | 0.2 | -0.13 | 1.49 | 0.51 | -0.86 | -0.14 | 0.34 | 1.22 | 2.24 | -0.23 | 0.98 | 0.82 | -0.15 | -0.11 | 0.55 | -0.27 | 0.56 | 0.16 | 2.79 | 0.99 | -0.09 | 3.68 | 0.01 | 0.4 |
| Draw Down(%) | NA | 26.0 | 32.8 | 32.8 | 49.1 | 49.1 | NA | NA | 56.8 | 21.0 | 31.5 | 48.4 | 15.9 | 35.8 | 9.2 | 34.6 | 36.3 | 17.8 | 11.9 | 11.9 | 10.7 | 7.2 | 27.4 | 23.6 | 30.0 | 49.4 | 23.5 | 20.2 | 11.9 | 14.4 | 25.1 | 36.5 | 24.2 | 23.6 | 48.1 | 27.9 | 22.2 | 18.4 | 12.2 | 19.4 | 20.0 | 23.7 | 36.7 | 39.0 | 21.8 | 24.2 | 42.2 | 30.5 | 15.5 | 15.6 | 27.3 | 14.5 | 17.1 | 16.8 |
| Standard Deviation(%) | NA | 46.5 | 34.1 | 33.6 | 32.6 | 30.2 | NA | NA | 30.1 | 28.7 | 28.5 | 39.0 | 28.6 | 41.8 | 19.3 | 27.8 | 28.6 | 21.9 | 20.4 | 16.1 | 16.9 | 20.4 | 28.0 | 21.9 | 30.8 | 45.4 | 23.5 | 21.8 | 21.0 | 19.2 | 27.2 | 37.6 | 27.9 | 37.9 | 40.0 | 47.4 | 35.8 | 32.3 | 25.9 | 28.6 | 31.1 | 33.3 | 39.4 | 34.4 | 22.4 | 25.3 | 41.8 | 35.9 | 24.7 | 17.5 | 24.6 | 33.2 | 21.1 | 24.4 |
| Treynor Ratio | NA | 0.0 | 0.07 | 0.02 | 0.11 | 0.09 | NA | NA | 0.16 | -0.03 | 0.18 | -0.29 | 0.55 | 0.45 | 0.49 | -0.31 | 0.0 | 0.06 | 0.41 | 0.21 | 0.33 | 0.46 | 0.1 | 0.17 | 0.2 | -0.28 | -0.15 | 0.04 | 0.4 | 0.18 | 0.05 | -0.05 | 0.62 | 0.29 | -0.5 | -0.08 | 0.15 | 0.54 | 0.94 | -0.09 | 0.42 | 0.39 | -0.07 | -0.05 | 0.34 | -0.13 | 0.43 | 0.11 | 2.85 | 0.58 | -0.07 | 2.69 | 0.0 | 0.82 |
| Alpha | NA | 0.12 | 0.03 | 0.0 | 0.01 | 0.01 | NA | NA | 0.03 | -0.07 | -0.01 | -0.05 | 0.09 | 0.09 | 0.06 | -0.07 | -0.04 | -0.02 | 0.13 | 0.03 | 0.01 | 0.09 | 0.04 | 0.01 | -0.01 | 0.06 | -0.05 | -0.02 | 0.11 | 0.03 | -0.08 | 0.09 | 0.19 | 0.13 | -0.18 | -0.07 | -0.02 | 0.1 | 0.12 | -0.01 | 0.1 | 0.1 | -0.08 | 0.03 | 0.02 | -0.04 | 0.1 | 0.03 | 0.2 | 0.07 | -0.01 | 0.3 | 0.03 | 0.03 |
| Beta | NA | 1.12 | 1.03 | 1.18 | 1.1 | 1.0 | NA | NA | 0.81 | 1.07 | 1.32 | 1.19 | 0.96 | 0.87 | 1.04 | 0.7 | 0.77 | 1.16 | 0.96 | 0.91 | 0.9 | 0.91 | 1.07 | 0.93 | 0.87 | 0.97 | 0.85 | 0.93 | 0.85 | 0.79 | 1.11 | 0.95 | 0.67 | 0.67 | 0.69 | 0.89 | 0.81 | 0.74 | 0.62 | 0.7 | 0.72 | 0.7 | 0.84 | 0.72 | 0.36 | 0.54 | 0.55 | 0.49 | 0.24 | 0.3 | 0.33 | 0.45 | 0.3 | 0.12 |
| RSquared | NA | 0.48 | 0.34 | 0.42 | 0.36 | 0.37 | NA | NA | 0.24 | 0.23 | 0.37 | 0.54 | 0.19 | 0.51 | 0.45 | 0.19 | 0.03 | 0.48 | 0.53 | 0.41 | 0.35 | 0.32 | 0.8 | 0.58 | 0.59 | 0.77 | 0.34 | 0.18 | 0.17 | 0.21 | 0.48 | 0.44 | 0.27 | 0.15 | 0.1 | 0.16 | 0.17 | 0.07 | 0.03 | 0.06 | 0.04 | 0.04 | 0.1 | 0.12 | 0.04 | 0.13 | 0.18 | 0.05 | 0.01 | 0.05 | 0.03 | 0.06 | 0.04 | 0.01 |
| Yield(%) | N/A | 0.2 | 0.7 | 0.8 | 1.1 | 1.5 | 3.6 | 3.0 | N/A | 0.7 | 0.8 | 0.5 | 0.8 | 1.1 | 1.7 | 1.3 | 1.3 | 1.2 | 1.4 | 1.5 | 1.6 | 1.9 | 1.8 | 0.9 | 0.6 | 0.5 | 0.5 | 0.4 | 0.5 | 0.5 | 0.3 | 0.3 | 54.4 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -75.0 | 0.0 | 0.0 | 7.4 | 226.7 | 12.5 | 23.7 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 18.2 | 13.8 | 16.0 | 13.6 | 22.2 | 12.5 | 128.6 | 75.0 | 0.0 | -20.0 | 25.0 | 6.7 | 36.4 | 37.5 | 0.0 | -99.5 | 3993.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to EFX
Related 401K Plans
| 1. EQUIFAX INC. 401(k) PLAN | (0%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
