Seasonal Evaluation for Equifax Inc. (EFX)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 50.00% | 70.00% | 60.00% | 65.00% |
| Median Return | 1.27% | 5.75% | 2.02% | 10.93% |
| Average Return | 9.77% | 7.98% | 3.83% | 14.55% |
| Maximum Gain | 27.24% | 43.89% | 21.20% | 35.00% |
| Gain Year | 2019 | 2020 | 2024 | 2023 |
| Maximum Loss | -19.02% | -22.91% | -22.87% | -28.67% |
| Loss Year | 2022 | 2022 | 2017 | 2018 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 57.50% | 65.00% | 60.00% | 62.50% |
| Median Return | 6.21% | 3.53% | 4.38% | 4.19% |
| Average Return | 12.24% | 5.68% | 8.68% | 7.66% |
| Maximum Gain | 35.00% | 43.89% | 43.89% | 35.00% |
| Gain Year | 2023 | 2020 | 2020 | 2023 |
| Maximum Loss | -28.67% | -22.91% | -22.91% | -28.67% |
| Loss Year | 2018 | 2022 | 2022 | 2018 |
| Based on the past 20 years (2006-2025) | ||||