IEX monthly performance report
Explore IEX's monthly returns, drawdown, and seasonality trends — updated every month.
IEX monthly report
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Key takeaways
- IDEX Corporation (IEX) closed September 2026 at $223.72, down 2.15% for the month and +38.05% over the trailing 12 months.
- Year-to-date, IEX is +25.73%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +8.05% versus its 200-day moving average ($207.05), a bullish technical signal.
- Over the past three years, IEX has underperformed the S&P 500 by −66.35%, with a relative strength index reading of 61.4.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
IDEX Corporation ended September 2026 at $223.72, posting a monthly return of −2.15%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −1.45%.
The current quarter stands at −1.42% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +8.05% versus the 200-day moving average ($207.05).
Year-to-date, IEX is +25.73% against SPY +11.70%, a gap of +14.03%. The stock is currently −8.24% below its 52-week high, with maximum 3-year drawdown at −35.93%.
| Period | IEX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.82% | −0.12% | +0.94% |
| 1 Week | −0.22% | −0.34% | +0.12% |
| 1 Month | −2.15% | −0.70% | −1.45% |
| 3 Months | +0.76% | +2.80% | −2.04% |
| 6 Months | +18.93% | +13.85% | +5.08% |
| YTD | +25.73% | +11.70% | +14.03% |
| 12 Months | +38.05% | +15.01% | +23.03% |
| 3 Years | +5.35% | +71.69% | −66.35% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +14.93% |
| #2 | Jan 2026 | +11.58% |
| #3 | Feb 2024 | +11.54% |
| #4 | Dec 2023 | +7.65% |
| #5 | Jun 2026 | +7.65% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | −13.37% |
| #2 | Apr 2024 | −9.65% |
| #3 | Mar 2026 | −9.51% |
| #4 | Dec 2024 | −9.25% |
| #5 | Sep 2023 | −8.12% |
| Quarter | Return |
|---|---|
| Q2 2025 | −2.98% |
| Q3 2025 | −7.30% |
| Q4 2025 | +9.33% |
| Q1 2026 | +6.52% |
| Q2 2026 | +19.73% |
| Q3 2026 (QTD) | −1.42% |
| Year | Return |
|---|---|
| 2023 | −4.91% |
| 2024 | −3.60% |
| 2025 | −14.98% |
| 2026 | +25.73% |
| Metric | Value |
|---|---|
| 52-Week High | $243.80 (2026-07-29) |
| 52-Week Low | $158.19 (2025-09-25) |
| Current Price | $223.72 |
| 200-Day Moving Average | $207.05 |
| Price vs 200DMA | +8.05% |
| 3-Year Maximum Drawdown | −35.93% (2025-08-11) |
| Current Drawdown from 52W High | −8.24% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 61.4 |
| 3-Year Excess Return vs S&P 500 | −66.35% |
| RS Peak | 102.5 (Oct 2023) |
| RS Trough | 50.2 (Sep 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was IEX's return for this report period?
IEX returned −2.15% in the latest monthly window ending 2026-09-18.
Has IEX outperformed SPY year to date?
YTD IEX: +25.73% vs SPY: +11.70%.
What is IEX's 12-month return?
+38.05% over the trailing 12 months.
Is IEX above or below its 200-day moving average?
Price is +8.05% versus 200DMA ($207.05).
What is the maximum drawdown in the 3-year window?
−35.93% on 2025-08-11.