IDEX Corporation (IEX)

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The chart shows the growth of an initial investment of $10,000 in IDEX Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

IDEX Corporation (IEX) has returned 6.91% so far this year and 6.38% over the past 12 months. Over the last ten years, IEX has returned 9.87% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 21, 1991, IEX's average daily return is +0.12%, while the average monthly return is +2.55%. At this rate, your investment would double in approximately 2.3 years.

Historically, 60% of months were positive and 40% were negative. The best month was Dec 1994 with a return of +424.8%, while the worst month was Nov 1994 at -81.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IEX closed higher 50% of trading days. The best single day was Dec 8, 1994 with a return of +409.3%, while the worst single day was Jan 27, 1995 at -80.7%.

IDEX Corporation has an annualized alpha of 24.78%, beta of 0.84, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since June 24, 1991.

• This stock captured 141.73% of S&P 500 Index gains and 122.23% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.03 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IEX ranks 46 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for IDEX Corporation (IEX) and compare them to a chosen benchmark (S&P 500 Index).

IDEX Corporation provided a 1.50% dividend yield over the last twelve months, with an annual payout of $2.84 per share. The company has been increasing its dividends for 30 consecutive years, earning it the status of a dividend aristocrat.

The table displays the monthly dividend distributions for IDEX Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the IDEX Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the IDEX Corporation was 81.60%, occurring on Nov 30, 1994. Recovery took 33 trading sessions.

The current IDEX Corporation drawdown is 20.68%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of IDEX Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how IDEX Corporation is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.