IEX monthly performance report
Monthly IEX research: returns, drawdown, relative strength, seasonality, and key stats.
IEX monthly report
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Key takeaways
- IDEX Corporation (IEX) closed August 2026 at $236.98, up 2.83% for the month and +46.43% over the trailing 12 months.
- Year-to-date, IEX is +33.18%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +19.47% versus its 200-day moving average ($198.35), a bullish technical signal.
- Over the past three years, IEX has underperformed the S&P 500 by −65.00%, with a relative strength index reading of 62.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
IDEX Corporation ended August 2026 at $236.98, posting a monthly return of +2.83%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −0.21%.
The current quarter stands at +2.33% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +19.47% versus the 200-day moving average ($198.35).
Year-to-date, IEX is +33.18% against SPY +12.89%, a gap of +20.29%. The stock is currently −2.80% below its 52-week high, with maximum 3-year drawdown at −35.93%.
| Period | IEX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.38% | −0.20% | −0.18% |
| 1 Week | +5.49% | +3.90% | +1.58% |
| 1 Month | +2.83% | +3.05% | −0.21% |
| 3 Months | +8.78% | +7.11% | +1.67% |
| 6 Months |