IR monthly performance report
Explore IR's monthly returns, drawdown, and seasonality trends — updated every month.
IR monthly report
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Key takeaways
- Ingersoll Rand (IR) closed September 2026 at $71.44, down 7.28% for the month and −8.06% over the trailing 12 months.
- Year-to-date, IR is −9.82%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −12.93% versus its 200-day moving average ($82.05), a cautious technical signal.
- Over the past three years, IR has underperformed the S&P 500 by −61.67%, with a relative strength index reading of 63.3.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Ingersoll Rand ended September 2026 at $71.44, posting a monthly return of −7.28%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −5.59%.
The current quarter stands at −12.87% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −12.93% versus the 200-day moving average ($82.05).
Year-to-date, IR is −9.82% against SPY +10.58%, a gap of −20.40%. The stock is currently −29.24% below its 52-week high, with maximum 3-year drawdown at −36.64%.
| Period | IR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.65% | −0.44% | −0.21% |
| 1 Week | −2.91% | −1.10% | −1.81% |
| 1 Month | −7.28% | −1.69% | −5.59% |
| 3 Months | −3.46% | −0.10% | −3.36% |
| 6 Months | −16.12% | +13.21% | −29.33% |
| YTD | −9.82% | +10.58% | −20.40% |
| 12 Months | −8.06% | +14.25% | −22.31% |
| 3 Years | +8.41% | +70.07% | −61.67% |
| 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 |
|---|---|
| Q2 2025 | +3.94% |
| Q3 2025 | −0.67% |
| Q4 2025 | −4.12% |
| Q1 2026 | +1.14% |
| Q2 2026 | +2.33% |
| Q3 2026 (QTD) | −12.87% |
| Year | Return |
|---|---|
| 2023 | +48.02% |
| 2024 | +16.96% |
| 2025 | −12.43% |
| 2026 | −9.82% |
| Metric | Value |
|---|---|
| 52-Week High | $100.96 (2026-02-13) |
| 52-Week Low | $68.07 (2026-05-19) |
| Current Price | $71.44 |
| 200-Day Moving Average | $82.05 |
| Price vs 200DMA | −12.93% |
| 3-Year Maximum Drawdown | −36.64% (2025-04-08) |
| Current Drawdown from 52W High | −29.24% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 63.3 |
| 3-Year Excess Return vs S&P 500 | −61.67% |
| RS Peak | 124.2 (Apr 2024) |
| RS Trough | 62.1 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was IR's return for this report period?
IR returned −7.28% in the latest monthly window ending 2026-09-16.
Has IR outperformed SPY year to date?
YTD IR: −9.82% vs SPY: +10.58%.
What is IR's 12-month return?
−8.06% over the trailing 12 months.
Is IR above or below its 200-day moving average?
Price is −12.93% versus 200DMA ($82.05).
What is the maximum drawdown in the 3-year window?
−36.64% on 2025-04-08.