Equifax, Incorporated (EFX) Growth of $10K (Lump Sum & DCA)© 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$11,599+$1,599 · +15.99%
Total invested$10,000
Annualised (CAGR)+1.50%
Max drawdown-54.43%
SIP · Monthly122 contributions
$100 every month
$10,455-$1,745 · -14.30%
Total invested$12,200
Money-weighted (XIRR)-3.11%
Max drawdown-46.24%
SIP · Biweekly261 contributions
$100 every two weeks
$22,347-$3,753 · -14.38%
Total invested$26,100
Money-weighted (XIRR)-3.14%
Max drawdown-46.30%
Best 12-month stretch+104.63%Oct 2020 → Oct 2021
Worst 12-month stretch-42.92%Oct 2021 → Oct 2022
Deepest drawdown-54.43%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$1,259on $10,000, trailing 10 years
Growth of your contributions
It would be worth$22,054after your settings in EFX
Profit-$146-0.66% on money in
Annualised return-0.09%Money-weighted (XIRR)
Deepest dip-50.88%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-22.49% | -20.01% | -24.28% | -41.35% | -8.29% p.a. | -11.24% p.a. | +1.50% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -8.90% | +0.95% | -19.00% | +53.46% | +36.32% | +52.84% | -33.09% | +28.18% | +3.08% | -14.86% | -35.30% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,406 | -$894 | -8.68% |
| 2017 | $11,500 | $10,618 | -$882 | -7.67% |
| 2018 | $12,800 | $9,665 | -$3,135 | -24.49% |
| 2019 | $14,000 | $16,174 | +$2,174 | +15.53% |
| 2020 | $15,200 | $23,567 | +$8,367 | +55.05% |
| 2021 | $16,400 | $37,578 | +$21,178 | +129.13% |
| 2022 | $17,600 | $26,293 | +$8,693 | +49.39% |
| 2023 | $18,800 | $35,166 | +$16,366 | +87.05% |
| 2024 | $20,100 | $37,523 | +$17,423 | +86.68% |
| 2025 | $21,300 | $32,999 | +$11,699 | +54.92% |
| 2026 (YTD) | $22,200 | $22,054 | -$146 | -0.66% |