Performance analysis of Idex (IEX)
Annual Return
Over the past 3 years, IEX has had an average annual return of +2.51%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IEX has had an average annual return of +0.37%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IEX has had an average annual return of +11.22%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, IEX has had an average annual return of +13.49%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.95% | -13.67% | -2.36% | -3.79% | -2.23% | +19.81% | +17.20% | +37.95% | -3.16% | +48.52% | +19.52% | +0.05% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +6.96% | +61.31% | +27.87% | -3.56% | +27.76% | +31.55% | -32.07% | +15.80% | +16.76% | +2.75% | +48.08% | +29.34% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -3.57% | +6.05% | +11.16% | +22.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.98% | +5.50% | -9.51% | +14.93% | -2.88% | +2.20% | +21.95% | ||||||
| 2025 | +7.52% | -13.37% | -6.87% | -3.87% | +4.38% | -2.95% | -6.50% | +0.61% | -1.06% | +5.81% | +1.44% | +2.31% | -13.67% |
| 2024 | -2.29% | +11.54% | +3.44% | -9.65% | -5.07% | -3.57% | +3.97% | -0.96% | +3.88% | +0.39% | +7.45% | -9.25% | -2.36% |
| 2023 | +5.24% | -6.13% | +2.69% | -10.70% | -3.47% | +8.42% | +5.22% | +0.26% | -8.12% | -7.70% | +5.37% | +7.65% | -3.79% |
| 2022 | -8.62% | -10.93% | -0.09% | -1.00% | +1.24% | -5.18% | +15.31% | -3.61% | -0.68% | +11.57% | +6.83% | -3.86% | -2.23% |
| 2021 | -6.30% | +4.82% | +7.25% | +7.11% | -0.44% | -1.17% | +3.27% | -1.19% | -7.61% | +7.82% | +0.91% | +5.22% | +19.81% |
| 2020 | -4.46% | -9.67% | -6.68% | +11.24% | +4.08% | -0.83% | +4.60% | +9.35% | +1.21% | -6.34% | +13.36% | +3.13% | +17.20% |
| 2019 | +9.54% | +4.53% | +5.30% | +3.24% | -2.20% | +12.72% | -1.99% | -2.09% | -0.50% | -4.80% | +4.64% | +5.69% | +37.95% |
| 2018 | +9.02% | -4.66% | +4.17% | -6.21% | +4.08% | -1.59% | +12.88% | -0.24% | -1.66% | -15.56% | +8.34% | -8.11% | -3.16% |
| 2017 | +0.48% | +2.25% | +1.43% | +12.03% | +3.91% | +4.19% | +3.46% | +0.89% | +3.31% | +5.86% | +5.74% | -2.66% | +48.52% |
Drawdown analysis of Idex (IEX)
The maximum drawdown for the IEX was -58.66%, occurring on Mar 9, 2009. Recovery took 440 trading sessions.
The current IEX drawdown is -9.52%.
Since Nov 1, 1999 IEX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 6 times
- 20% or more: 13 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.66% | Aug 9, 2007 | 397 | Mar 9, 2009 | 440 | Dec 3, 2010 | 837 |
| -36.46% | Apr 26, 2011 | 111 | Oct 3, 2011 | 298 | Dec 10, 2012 | 409 |
| -35.52% | Feb 12, 2020 | 24 | Mar 18, 2020 | 102 | Aug 12, 2020 | 126 |
| -34.60% | Mar 21, 2024 | 347 | Aug 11, 2025 | Ongoing | Ongoing | Ongoing |
| -33.79% | Apr 10, 2002 | 127 | Oct 9, 2002 | 216 | Aug 19, 2003 | 343 |
| -30.95% | Sep 5, 2001 | 8 | Sep 21, 2001 | 101 | Feb 15, 2002 | 109 |
| -27.33% | Dec 16, 2021 | 126 | Jun 17, 2022 | 114 | Nov 30, 2022 | 240 |
| -26.52% | Jan 20, 2000 | 25 | Feb 25, 2000 | 44 | Apr 28, 2000 | 69 |
| -26.45% | Jun 2, 2000 | 80 | Sep 26, 2000 | 49 | Dec 5, 2000 | 129 |
| -24.08% | Sep 20, 2018 | 65 | Dec 24, 2018 | 66 | Apr 1, 2019 | 131 |
| -23.44% | Dec 5, 2000 | 77 | Mar 28, 2001 | 103 | Aug 23, 2001 | 180 |
| -23.08% | May 9, 2006 | 86 | Sep 11, 2006 | 114 | Feb 26, 2007 | 200 |
| -21.83% | Dec 13, 2022 | 217 | Oct 25, 2023 | 87 | Mar 1, 2024 | 304 |
| -18.28% | Jul 3, 2014 | 70 | Oct 13, 2014 | 358 | Mar 16, 2016 | 428 |
| -14.10% | Jun 30, 2004 | 31 | Aug 13, 2004 | 23 | Sep 16, 2004 | 54 |
| -13.02% | Sep 12, 2005 | 33 | Oct 27, 2005 | 62 | Jan 27, 2006 | 95 |
| -12.45% | Oct 16, 2020 | 9 | Oct 29, 2020 | 8 | Nov 10, 2020 | 17 |
| -11.89% | Jul 1, 2019 | 69 | Oct 8, 2019 | 53 | Dec 23, 2019 | 122 |
| -11.83% | Mar 20, 2018 | 31 | May 3, 2018 | 58 | Jul 26, 2018 | 89 |
| -11.76% | Mar 4, 2005 | 66 | Jun 8, 2005 | 30 | Jul 21, 2005 | 96 |
| -10.51% | Jan 11, 2021 | 13 | Jan 29, 2021 | 40 | Mar 29, 2021 | 53 |
| -10.26% | Aug 29, 2016 | 46 | Nov 2, 2016 | 20 | Dec 1, 2016 | 66 |
| -10.05% | Aug 3, 2021 | 49 | Oct 12, 2021 | 15 | Nov 2, 2021 | 64 |
| -9.44% | Feb 1, 2018 | 6 | Feb 9, 2018 | 19 | Mar 9, 2018 | 25 |
| -9.39% | May 20, 2013 | 24 | Jun 24, 2013 | 11 | Jul 10, 2013 | 35 |