IR monthly performance report
Explore IR's monthly returns, drawdown, and seasonality trends — updated every month.
IR monthly report
—
Key takeaways
- Ingersoll Rand (IR) closed November 2026 at $85.06, up 6.26% for the month and +11.63% over the trailing 12 months.
- Year-to-date, IR is +7.37%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +4.91% versus its 200-day moving average ($81.08), a bullish technical signal.
- Over the past three years, IR has underperformed the S&P 500 by −47.85%, with a relative strength index reading of 72.1.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Ingersoll Rand ended November 2026 at $85.06, posting a monthly return of +6.26%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +6.44%.
The current quarter stands at +13.25% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +4.91% versus the 200-day moving average ($81.08).
Year-to-date, IR is +7.37% against SPY +10.62%, a gap of −3.25%. The stock is currently −15.75% below its 52-week high, with maximum 3-year drawdown at −36.64%.
| Period | IR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.29% | −0.36% | +0.07% |
| 1 Week | +2.49% | +2.59% | −0.10% |
| 1 Month | +6.26% | −0.18% | +6.44% |
| 3 Months | +3.34% | −2.37% | +5.71% |
| 6 Months | +18.43% | +0.83% | +17.61% |
| YTD | +7.37% | +10.62% | −3.25% |
| 12 Months | +11.63% | +12.25% | −0.62% |
| 3 Years | +23.53% | +71.37% | −47.85% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +17.72% |
| #2 | Jun 2026 | +14.45% |
| #3 | Feb 2024 | +14.36% |
| #4 | Jul 2024 | +10.52% |
| #5 | Feb 2026 | +9.35% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −14.89% |
| #2 | Dec 2024 | −13.16% |
| #3 | May 2026 | −10.29% |
| #4 | Feb 2025 | −9.62% |
| #5 | Aug 2024 | −8.91% |
| Quarter | Return |
|---|---|
| Q3 2025 | −0.67% |
| Q4 2025 | −4.12% |
| Q1 2026 | +1.14% |
| Q2 2026 | +2.33% |
| Q3 2026 | −8.39% |
| Q4 2026 (QTD) | +13.25% |
| Year | Return |
|---|---|
| 2023 | +48.02% |
| 2024 | +16.96% |
| 2025 | −12.43% |
| 2026 | +7.37% |
| Metric | Value |
|---|---|
| 52-Week High | $100.96 (2026-02-13) |
| 52-Week Low | $68.07 (2026-05-19) |
| Current Price | $85.06 |
| 200-Day Moving Average | $81.08 |
| Price vs 200DMA | +4.91% |
| 3-Year Maximum Drawdown | −36.64% (2025-04-08) |
| Current Drawdown from 52W High | −15.75% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 72.1 |
| 3-Year Excess Return vs S&P 500 | −47.85% |
| RS Peak | 118.8 (Apr 2024) |
| RS Trough | 59.4 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was IR's return for this report period?
IR returned +6.26% in the latest monthly window ending 2026-11-13.
Has IR outperformed SPY year to date?
YTD IR: +7.37% vs SPY: +10.62%.
What is IR's 12-month return?
+11.63% over the trailing 12 months.
Is IR above or below its 200-day moving average?
Price is +4.91% versus 200DMA ($81.08).
What is the maximum drawdown in the 3-year window?
−36.64% on 2025-04-08.