IR monthly performance report
Monthly IR research: returns, drawdown, relative strength, seasonality, and key stats.
IR monthly report
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Key takeaways
- Ingersoll Rand (IR) closed August 2026 at $90.00, up 7.94% for the month and +15.90% over the trailing 12 months.
- Year-to-date, IR is +13.61%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +9.96% versus its 200-day moving average ($81.85), a bullish technical signal.
- Over the past three years, IR has underperformed the S&P 500 by −37.78%, with a relative strength index reading of 77.6.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Ingersoll Rand ended August 2026 at $90.00, posting a monthly return of +7.94%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +4.89%.
The current quarter stands at +3.99% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +9.96% versus the 200-day moving average ($81.85).
Year-to-date, IR is +13.61% against SPY +12.89%, a gap of +0.72%. The stock is currently −10.86% below its 52-week high, with maximum 3-year drawdown at −36.64%.
| Period | IR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.60% | −0.20% | +0.80% |
| 1 Week | +4.05% | +3.90% | +0.14% |
| 1 Month | +7.94% | +3.05% | +4.89% |
| 3 Months | +12.70% | +7.11% | +5.58% |
| 6 Months | +1.19% | +10.70% | −9.50% |
| YTD | +13.61% | +12.89% | +0.72% |
| 12 Months | +15.90% | +22.58% | −6.68% |
| 3 Years | +34.51% | +72.29% | −37.78% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +17.58% |
| #2 | Jun 2026 | +16.18% |
| #3 | Jun 2023 | +14.83% |
| #4 | Feb 2024 | +13.65% |
| #5 | Nov 2024 | +10.82% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −13.64% |
| #2 | Mar 2026 | −13.62% |
| #3 | May 2026 | −10.55% |
| #4 | Sep 2023 | −8.96% |
| #5 | Feb 2025 | −7.24% |
| Quarter | Return |
|---|---|
| Q2 2025 | +3.79% |
| Q3 2025 | +7.67% |
| Q4 2025 | −2.00% |
| Q1 2026 | +1.87% |
| Q2 2026 | +3.42% |
| Q3 2026 (QTD) | +3.99% |
| Year | Return |
|---|---|
| 2023 | +49.48% |
| 2024 | +28.99% |
| 2025 | −2.26% |
| 2026 | +9.56% |
| Metric | Value |
|---|---|
| 52-Week High | $100.96 (2026-02-13) |
| 52-Week Low | $68.07 (2026-05-19) |
| Current Price | $90.00 |
| 200-Day Moving Average | $81.85 |
| Price vs 200DMA | +9.96% |
| 3-Year Maximum Drawdown | −36.64% (2025-04-08) |
| Current Drawdown from 52W High | −10.86% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 77.6 |
| 3-Year Excess Return vs S&P 500 | −37.78% |
| RS Peak | 123.4 (Apr 2024) |
| RS Trough | 61.7 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was IR's return for this report period?
IR returned +7.94% in the latest monthly window ending 2026-08-05.
Has IR outperformed SPY year to date?
YTD IR: +13.61% vs SPY: +12.89%.
What is IR's 12-month return?
+15.90% over the trailing 12 months.
Is IR above or below its 200-day moving average?
Price is +9.96% versus 200DMA ($81.85).
What is the maximum drawdown in the 3-year window?
−36.64% on 2025-04-08.