IDEX Corporation (IEX) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$10,151
Total Return
1.51%
CAGR
0.30%
Dividends
$592.29
Yield on Cost
5.92%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.23% |
| Median | -0.02% |
| Best | +18.96% |
| Worst | -17.13% |
| % of Windows Positive | 49.9% |
1-Year (252 Trading Days)
| Average | -1.83% |
| Median | -1.36% |
| Best | +28.98% |
| Worst | -31.65% |
| % of Windows Positive | 47.3% |
3-Year (756 Trading Days)
| Average | -6.87% |
| Median | -5.37% |
| Best | +9.64% |
| Worst | -27.88% |
| % of Windows Positive | 25.6% |
Risk Metrics
| Maximum Drawdown | -34.87% |
| Average Drawdown | -14.28% |
| Drawdown Duration | 551 Trading Days (Unrecovered) |
| Sortino Ratio | 0.19 |
| Calmar Ratio | 0.01 |
| CVaR (5%) | -3.37% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +21.71% (+59.34% ann.) | +$2170.55 | $81.04 | $16.21 | $0.13 |
| 2025 | -13.94% | $1393.90 | $135.31 | $27.06 | $0.22 |
| 2024 | -2.61% | $261.21 | $125.30 | $25.06 | $0.20 |
| 2023 | -4.02% | $401.90 | $110.74 | $22.15 | $0.18 |
| 2022 | -2.46% | $246.18 | $99.36 | $19.87 | $0.16 |
| 2021 | +19.57% | +$1957.15 | $106.74 | $21.35 | $0.17 |
| 2020 | +16.92% | +$1691.69 | $116.71 | $23.34 | $0.19 |
| 2019 | +37.60% | +$3759.75 | $153.46 | $30.69 | $0.25 |
| 2018 | -3.40% | $339.83 | $126.24 | $25.25 | $0.20 |
| 2017 | +48.12% | +$4811.89 | $161.71 | $32.34 | $0.26 |
| 2016 | +19.12% | +$1912.03 | $175.83 | $35.17 | $0.28 |
| 2015 | -0.28% | $28.22 | $160.09 | $32.02 | $0.26 |
| 2014 | +6.64% | +$664.49 | $145.52 | $29.10 | $0.23 |
| 2013 | +60.78% | +$6078.16 | $192.29 | $38.46 | $0.31 |
| 2012 | +27.37% | +$2736.60 | $208.71 | $41.74 | $0.33 |
| 2011 | -3.88% | $388.22 | $169.52 | $33.90 | $0.27 |
| 2010 | +27.32% | +$2731.81 | $183.95 | $36.79 | $0.29 |
| 2009 | +31.03% | +$3102.59 | $200.00 | $40.00 | $0.32 |
| 2008 | -32.29% | $3228.68 | $133.46 | $26.69 | $0.21 |
| 2007 | +15.50% | +$1550.00 | $146.14 | $29.23 | $0.23 |
| 2006 | +16.47% | +$1647.03 | $139.18 | $27.83 | $0.22 |
| 2005 | +2.50% | +$249.57 | $118.96 | $23.79 | $0.19 |
| 2004 | +47.68% | +$4768.13 | $154.56 | $30.91 | $0.25 |
| 2003 | +28.90% | +$2889.95 | $172.16 | $34.43 | $0.28 |
| 2002 | -3.90% | $390.15 | $163.09 | $32.62 | $0.26 |
| 2001 | +5.69% | +$568.54 | $169.97 | $33.99 | $0.27 |
| 2000 | +10.73% | +$1072.80 | $185.41 | $37.08 | $0.30 |
| 1999 | +26.15% | +$2615.44 | $230.18 | $46.04 | $0.37 |
| 1998 | -28.77% | $2877.12 | $155.57 | $31.11 | $0.25 |
| 1997 | +32.92% | +$3292.12 | $181.54 | $36.31 | $0.29 |
| 1996 | -0.81% | $81.14 | $157.82 | $31.57 | $0.26 |
| 1995 | +46.48% | +$4647.73 | $183.18 | $36.64 | $0.29 |
| 1994 | +18.18% | +$1818.18 | $0.00 | $0.00 | $0.00 |
| 1993 | +50.53% | +$5052.63 | $0.00 | $0.00 | $0.00 |
| 1992 | +41.79% | +$4179.11 | $0.00 | $0.00 | $0.00 |
| 1991 | +57.65% | +$5764.72 | $0.00 | $0.00 | $0.00 |
| 1990 | -37.04% | $3703.71 | $0.00 | $0.00 | $0.00 |
| 1989 partial | +15.38% (+28.26% ann.) | +$1538.46 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | -2.62% | -0.58% | $262.44 | $825.20 | $165.04 | $1.33 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +5.77% | +2.20% | +$576.84 | $558.31 | $111.66 | $0.89 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +232.57% | +27.19% | +$23257.44 | $1385.56 | $277.11 | $2.22 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -55.34% | -43.48% | $5534.44 | $189.71 | $37.94 | $0.30 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +110.97% | +24.75% | +$11097.46 | $1231.67 | $246.33 | $1.97 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +406.39% | +23.91% | +$40638.75 | $2894.81 | $578.96 | $4.63 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -33.95% | -99.12% | $3394.98 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +53.63% | +99.54% | +$5362.64 | $125.33 | $25.07 | $0.20 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +25.80% | +24.33% | +$2580.34 | $113.22 | $22.64 | $0.18 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -0.31% | -0.33% | $30.72 | $104.55 | $20.91 | $0.17 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -10.63% | -5.88% | $1063.03 | $196.29 | $39.26 | $0.31 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +6.90% | +3.99% | +$689.86 | $242.84 | $48.57 | $0.39 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1995-01-10 | $0.0277 | 0.34% |
| 1995-04-10 | $0.0415 | 0.47% |
| 1995-07-13 | $0.0415 | 0.36% |
| 1995-10-12 | $0.0415 | 0.37% |
| 1996-01-10 | $0.0474 | 0.39% |
| 1996-04-11 | $0.0474 | 0.40% |
| 1996-07-11 | $0.0474 | 0.43% |
| 1996-10-10 | $0.0474 | 0.47% |
| 1997-01-13 | $0.0533 | 0.46% |
| 1997-04-11 | $0.0533 | 0.47% |
| 1997-07-11 | $0.0533 | 0.36% |
| 1997-10-10 | $0.0533 | 0.34% |
| 1998-01-13 | $0.0600 | 0.41% |
| 1998-04-13 | $0.0600 | 0.38% |
| 1998-07-13 | $0.0600 | 0.40% |
| 1998-10-13 | $0.0600 | 0.53% |
| 1999-01-13 | $0.0622 | 0.64% |
| 1999-04-13 | $0.0622 | 0.56% |
| 1999-07-13 | $0.0622 | 0.45% |
| 1999-10-13 | $0.0622 | 0.50% |
| 2000-01-13 | $0.0622 | 0.47% |
| 2000-04-13 | $0.0622 | 0.52% |
| 2000-07-13 | $0.0622 | 0.42% |
| 2000-10-12 | $0.0622 | 0.50% |
| 2001-01-11 | $0.0622 | 0.43% |
| 2001-04-11 | $0.0622 | 0.48% |
| 2001-07-12 | $0.0622 | 0.43% |
| 2001-10-11 | $0.0622 | 0.49% |
| 2002-01-11 | $0.0622 | 0.40% |
| 2002-04-11 | $0.0622 | 0.35% |
| 2002-07-11 | $0.0622 | 0.45% |
| 2002-10-10 | $0.0622 | 0.54% |
| 2003-01-13 | $0.0622 | 0.44% |
| 2003-04-11 | $0.0622 | 0.46% |
| 2003-07-11 | $0.0622 | 0.39% |
| 2003-10-10 | $0.0622 | 0.38% |
| 2004-01-13 | $0.0622 | 0.33% |
| 2004-04-13 | $0.0622 | 0.32% |
| 2004-07-13 | $0.0800 | 0.37% |
| 2004-10-13 | $0.0800 | 0.34% |
| 2005-01-12 | $0.0800 | 0.32% |
| 2005-04-13 | $0.0800 | 0.29% |
| 2005-07-13 | $0.0800 | 0.30% |
| 2005-10-13 | $0.0800 | 0.29% |
| 2006-01-11 | $0.0800 | 0.28% |
| 2006-04-11 | $0.1000 | 0.30% |
| 2006-07-13 | $0.1000 | 0.33% |
| 2006-10-12 | $0.1000 | 0.32% |
| 2007-01-10 | $0.1000 | 0.32% |
| 2007-04-12 | $0.1200 | 0.36% |
| 2007-07-12 | $0.1200 | 0.31% |
| 2007-10-11 | $0.1200 | 0.31% |
| 2008-01-11 | $0.1200 | 0.37% |
| 2008-04-11 | $0.1200 | 0.36% |
| 2008-07-11 | $0.1200 | 0.35% |
| 2008-10-10 | $0.1200 | 0.52% |
| 2009-01-13 | $0.1200 | 0.51% |
| 2009-04-13 | $0.1200 | 0.50% |
| 2009-07-13 | $0.1200 | 0.53% |
| 2009-10-13 | $0.1200 | 0.41% |
| 2010-01-13 | $0.1200 | 0.38% |
| 2010-04-13 | $0.1500 | 0.44% |
| 2010-07-13 | $0.1500 | 0.51% |
| 2010-10-13 | $0.1500 | 0.41% |
| 2011-01-12 | $0.1500 | 0.39% |
| 2011-04-13 | $0.1700 | 0.39% |
| 2011-07-13 | $0.1700 | 0.38% |
| 2011-10-12 | $0.1700 | 0.51% |
| 2012-01-11 | $0.1700 | 0.44% |
| 2012-04-18 | $0.2000 | 0.47% |
| 2012-07-12 | $0.2000 | 0.55% |
| 2012-10-11 | $0.2000 | 0.50% |
| 2013-01-09 | $0.2000 | 0.42% |
| 2013-04-17 | $0.2300 | 0.44% |
| 2013-07-15 | $0.2300 | 0.39% |
| 2013-10-10 | $0.2300 | 0.36% |
| 2014-01-13 | $0.2300 | 0.31% |
| 2014-04-16 | $0.2800 | 0.40% |
| 2014-07-14 | $0.2800 | 0.35% |
| 2014-10-14 | $0.2800 | 0.42% |
| 2015-01-13 | $0.2800 | 0.38% |
| 2015-04-17 | $0.3200 | 0.42% |
| 2015-07-14 | $0.3200 | 0.41% |
| 2015-10-14 | $0.3200 | 0.42% |
| 2016-01-13 | $0.3200 | 0.45% |
| 2016-04-14 | $0.3400 | 0.41% |
| 2016-07-13 | $0.3400 | 0.40% |
| 2016-10-13 | $0.3400 | 0.39% |
| 2017-01-11 | $0.3400 | 0.37% |
| 2017-05-11 | $0.3700 | 0.35% |
| 2017-07-12 | $0.3700 | 0.33% |
| 2017-10-13 | $0.3700 | 0.30% |
| 2018-01-11 | $0.3700 | 0.27% |
| 2018-05-14 | $0.4300 | 0.31% |
| 2018-07-13 | $0.4300 | 0.31% |
| 2018-10-15 | $0.4300 | 0.32% |
| 2019-01-14 | $0.4300 | 0.31% |
| 2019-05-16 | $0.5000 | 0.33% |
| 2019-07-15 | $0.5000 | 0.29% |
| 2019-10-15 | $0.5000 | 0.32% |
| 2020-01-14 | $0.5000 | 0.29% |
| 2020-05-14 | $0.5000 | 0.34% |
| 2020-07-15 | $0.5000 | 0.31% |
| 2020-10-14 | $0.5000 | 0.27% |
| 2021-01-13 | $0.5000 | 0.24% |
| 2021-05-21 | $0.5400 | 0.25% |
| 2021-07-14 | $0.5400 | 0.24% |
| 2021-10-14 | $0.5400 | 0.26% |
| 2022-01-13 | $0.5400 | 0.24% |
| 2022-05-16 | $0.6000 | 0.32% |
| 2022-07-14 | $0.6000 | 0.33% |
| 2022-10-13 | $0.6000 | 0.30% |
| 2023-01-12 | $0.6000 | 0.25% |
| 2023-06-08 | $0.6400 | 0.31% |
| 2023-07-13 | $0.6400 | 0.30% |
| 2023-10-12 | $0.6400 | 0.31% |
| 2024-01-11 | $0.6400 | 0.31% |
| 2024-05-16 | $0.6900 | 0.31% |
| 2024-07-12 | $0.6900 | 0.34% |
| 2024-10-11 | $0.6900 | 0.33% |
| 2025-01-17 | $0.6900 | 0.32% |
| 2025-05-19 | $0.7100 | 0.37% |
| 2025-07-11 | $0.7100 | 0.38% |
| 2025-10-10 | $0.7100 | 0.43% |
| 2026-01-16 | $0.7100 | 0.36% |
| 2026-05-22 | $0.7300 | 0.36% |
| Total | 126 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-14 | $24.19 | $4.84 | $0.04 | 0.0863 |
| 2021-10-14 | $24.24 | $4.85 | $0.04 | 0.0907 |
| 2022-01-13 | $24.29 | $4.86 | $0.04 | 0.0857 |
| 2022-05-16 | $27.04 | $5.41 | $0.04 | 0.1164 |
| 2022-07-14 | $27.11 | $5.42 | $0.04 | 0.1193 |
| 2022-10-13 | $27.18 | $5.44 | $0.04 | 0.1065 |
| 2023-01-12 | $27.24 | $5.45 | $0.04 | 0.0921 |
| 2023-06-08 | $29.12 | $5.82 | $0.05 | 0.1121 |
| 2023-07-13 | $29.19 | $5.84 | $0.05 | 0.1096 |
| 2023-10-12 | $29.26 | $5.85 | $0.05 | 0.1136 |
| 2024-01-11 | $29.33 | $5.87 | $0.05 | 0.1123 |
| 2024-05-16 | $31.70 | $6.34 | $0.05 | 0.1139 |
| 2024-07-12 | $31.78 | $6.36 | $0.05 | 0.1241 |
| 2024-10-11 | $31.87 | $6.37 | $0.05 | 0.1203 |
| 2025-01-17 | $31.95 | $6.39 | $0.05 | 0.1183 |
| 2025-05-19 | $32.96 | $6.59 | $0.05 | 0.1386 |
| 2025-07-11 | $33.06 | $6.61 | $0.05 | 0.1454 |
| 2025-10-10 | $33.16 | $6.63 | $0.05 | 0.1643 |
| 2026-01-16 | $33.28 | $6.66 | $0.05 | 0.1349 |
| 2026-05-22 | $34.32 | $6.86 | $0.05 | 0.1312 |
| Total | $592.29 | $118.46 | $0.95 | 2.3356 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.