Ingersoll Rand Inc. (IR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$14,323
Total Return
43.23%
CAGR
7.45%
Dividends
$77.51
Yield on Cost
0.78%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.04% |
| Median | +1.57% |
| Best | +34.50% |
| Worst | -20.29% |
| % of Windows Positive | 57.6% |
1-Year (252 Trading Days)
| Average | +15.52% |
| Median | +11.21% |
| Best | +75.22% |
| Worst | -29.55% |
| % of Windows Positive | 58.6% |
3-Year (756 Trading Days)
| Average | +67.74% |
| Median | +67.23% |
| Best | +116.74% |
| Worst | +17.97% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -36.63% |
| Average Drawdown | -12.38% |
| Drawdown Duration | 379 Trading Days (Unrecovered) |
| Sortino Ratio | 0.55 |
| Calmar Ratio | 0.20 |
| CVaR (5%) | -4.26% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -11.52% (-25.19% ann.) | $1151.51 | $5.05 | $1.01 | $0.01 |
| 2025 | -12.36% | $1235.62 | $8.85 | $1.77 | $0.02 |
| 2024 | +17.04% | +$1704.33 | $10.35 | $2.07 | $0.02 |
| 2023 | +48.17% | +$4816.96 | $15.32 | $3.07 | $0.03 |
| 2022 | -15.44% | $1543.96 | $12.94 | $2.59 | $0.03 |
| 2021 | +35.84% | +$3583.54 | $4.39 | $0.88 | $0.0088 |
| 2020 | +24.21% | +$2420.94 | $0.00 | $0.00 | $0.00 |
| 2019 | +89.68% | +$8968.35 | $1059.86 | $211.97 | $1.69 |
| 2018 | -39.73% | $3972.89 | $0.00 | $0.00 | $0.00 |
| 2017 partial | +60.81% (+111.93% ann.) | +$6080.57 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 12, 2017 – February 19, 2020 | +88.75% | +25.74% | +$8875.19 | $1027.21 | $205.44 | $1.64 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -49.55% | -99.96% | $4954.72 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +79.61% | +156.58% | +$7960.74 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +39.82% | +37.44% | +$3982.25 | $4.67 | $0.93 | $0.0093 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -11.24% | -11.89% | $1124.11 | $10.29 | $2.06 | $0.02 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +74.72% | +35.13% | +$7472.48 | $29.72 | $5.95 | $0.06 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -25.15% | -15.62% | $2515.04 | $14.94 | $2.99 | $0.03 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2019-03-07 | $0.5300 | 2.01% |
| 2019-06-06 | $0.5300 | 1.58% |
| 2019-09-05 | $0.5300 | 1.98% |
| 2019-12-05 | $0.5300 | 1.59% |
| 2021-11-09 | $0.0200 | 0.03% |
| 2022-03-08 | $0.0200 | 0.04% |
| 2022-05-19 | $0.0200 | 0.05% |
| 2022-08-16 | $0.0200 | 0.04% |
| 2022-11-15 | $0.0200 | 0.04% |
| 2023-02-28 | $0.0200 | 0.03% |
| 2023-05-23 | $0.0200 | 0.03% |
| 2023-08-22 | $0.0200 | 0.03% |
| 2023-11-17 | $0.0200 | 0.03% |
| 2024-03-06 | $0.0200 | 0.02% |
| 2024-05-15 | $0.0200 | 0.02% |
| 2024-08-15 | $0.0200 | 0.02% |
| 2024-11-14 | $0.0200 | 0.02% |
| 2025-03-05 | $0.0200 | 0.02% |
| 2025-05-15 | $0.0200 | 0.02% |
| 2025-08-14 | $0.0200 | 0.02% |
| 2025-11-13 | $0.0200 | 0.03% |
| 2026-03-04 | $0.0200 | 0.02% |
| 2026-05-14 | $0.0200 | 0.03% |
| Total | 23 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 |
|---|---|---|---|---|
| 2021-11-09 | $4.07 | $0.81 | $0.0081 | 0.0546 |
| 2022-03-08 | $4.07 | $0.82 | $0.0081 | 0.0708 |
| 2022-05-19 | $4.07 | $0.82 | $0.0081 | 0.0734 |
| 2022-08-16 | $4.07 | $0.82 | $0.0081 | 0.0603 |
| 2022-11-15 | $4.08 | $0.82 | $0.0081 | 0.0586 |
| 2023-02-28 | $4.08 | $0.82 | $0.0081 | 0.0560 |
| 2023-05-23 | $4.08 | $0.82 | $0.0081 | 0.0561 |
| 2023-08-22 | $4.08 | $0.82 | $0.0081 | 0.0487 |
| 2023-11-17 | $4.08 | $0.82 | $0.0081 | 0.0463 |
| 2024-03-06 | $4.08 | $0.82 | $0.0081 | 0.0361 |
| 2024-05-15 | $4.08 | $0.82 | $0.0081 | 0.0351 |
| 2024-08-15 | $4.08 | $0.82 | $0.0081 | 0.0353 |
| 2024-11-14 | $4.08 | $0.82 | $0.0081 | 0.0316 |
| 2025-03-05 | $4.08 | $0.82 | $0.0081 | 0.0386 |
| 2025-05-15 | $4.08 | $0.82 | $0.0081 | 0.0393 |
| 2025-08-14 | $4.08 | $0.82 | $0.0081 | 0.0407 |
| 2025-11-13 | $4.08 | $0.82 | $0.0081 | 0.0428 |
| 2026-03-04 | $4.08 | $0.82 | $0.0081 | 0.0355 |
| 2026-05-14 | $4.09 | $0.82 | $0.0081 | 0.0454 |
| Total | $77.51 | $15.50 | $0.15 | 0.9054 |
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.