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 November 2026 at $237.63, up 1.62% for the month and +42.24% over the trailing 12 months.
- Year-to-date, IEX is +33.55%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +9.08% versus its 200-day moving average ($217.86), a bullish technical signal.
- Over the past three years, IEX has underperformed the S&P 500 by −47.79%, with a relative strength index reading of 72.1.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
IDEX Corporation ended November 2026 at $237.63, posting a monthly return of +1.62%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +1.80%.
The current quarter stands at +4.23% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +9.08% versus the 200-day moving average ($217.86).
Year-to-date, IEX is +33.55% against SPY +10.62%, a gap of +22.92%. The stock is currently −2.53% below its 52-week high, with maximum 3-year drawdown at −35.93%.
| Period | IEX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.17% | −0.36% | +0.20% |
| 1 Week | +4.69% | +2.59% | +2.09% |
| 1 Month | +1.62% | −0.18% | +1.80% |
| 3 Months | −1.15% | −2.37% | +1.22% |
| 6 Months | +11.97% | +0.83% | +11.14% |
| YTD | +33.55% | +10.62% | +22.92% |
| 12 Months | +42.24% | +12.25% | +29.99% |
| 3 Years | +23.58% | +71.37% | −47.79% |
| 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 |
|---|---|
| Q3 2025 | −7.30% |
| Q4 2025 | +9.33% |
| Q1 2026 | +6.52% |
| Q2 2026 | +19.73% |
| Q3 2026 | +0.45% |
| Q4 2026 (QTD) | +4.23% |
| Year | Return |
|---|---|
| 2023 | −4.91% |
| 2024 | −3.60% |
| 2025 | −14.98% |
| 2026 | +33.55% |
| Metric | Value |
|---|---|
| 52-Week High | $243.80 (2026-07-29) |
| 52-Week Low | $160.60 (2025-11-19) |
| Current Price | $237.63 |
| 200-Day Moving Average | $217.86 |
| Price vs 200DMA | +9.08% |
| 3-Year Maximum Drawdown | −35.93% (2025-08-11) |
| Current Drawdown from 52W High | −2.53% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 72.1 |
| 3-Year Excess Return vs S&P 500 | −47.79% |
| RS Peak | 107.8 (Mar 2024) |
| RS Trough | 55 (Sep 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was IEX's return for this report period?
IEX returned +1.62% in the latest monthly window ending 2026-11-13.
Has IEX outperformed SPY year to date?
YTD IEX: +33.55% vs SPY: +10.62%.
What is IEX's 12-month return?
+42.24% over the trailing 12 months.
Is IEX above or below its 200-day moving average?
Price is +9.08% versus 200DMA ($217.86).
What is the maximum drawdown in the 3-year window?
−35.93% on 2025-08-11.