Performance analysis of Ingersoll-Rand (IR)
Annual Return
Over the past 3 years, IR has had an average annual return of +5.40%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IR has had an average annual return of +7.95%, underperforming the benchmark SPY, which returned +14% annual.
Since May 12, 2017, IR has had an average annual return of +15.39%, underperforming the benchmark SPY, which returned +15.42% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -9.55% | -12.34% | +17.06% | +48.21% | -15.41% | +35.84% | +24.21% | +92.35% | -39.73% | +60.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.67% | +9.35% | -14.87% | -0.32% | -10.27% | -0.03% | -9.55% | ||||||
| 2025 | +3.69% | -9.62% | -5.58% | -5.75% | +8.26% | +1.89% | +1.74% | -6.12% | +4.02% | -7.61% | +5.28% | -1.39% | -12.34% |
| 2024 | +3.26% | +14.36% | +3.99% | -1.72% | -0.27% | -2.38% | +10.52% | -8.89% | +7.34% | -2.20% | +8.53% | -13.16% | +17.06% |
| 2023 | +7.18% | +3.73% | +0.19% | -1.99% | -0.60% | +15.35% | -0.14% | +6.68% | -8.46% | -4.77% | +17.75% | +8.27% | +48.21% |
| 2022 | -9.15% | -10.12% | -0.29% | -12.69% | +7.30% | -10.75% | +18.35% | -4.85% | -8.68% | +16.73% | +6.91% | -3.19% | -15.41% |
| 2021 | -8.17% | +10.75% | +6.19% | +0.40% | +0.47% | -1.67% | +0.12% | +8.49% | -4.92% | +6.64% | +8.56% | +6.05% | +35.84% |
| 2020 | -3.73% | -7.14% | -24.37% | +17.26% | -3.02% | -0.29% | +12.34% | +10.99% | +1.54% | -1.85% | +26.70% | +2.92% | +24.21% |
| 2019 | +20.64% | +8.84% | +5.68% | +21.36% | +0.66% | +3.45% | -4.71% | -13.01% | +0.49% | +12.51% | +6.41% | +10.01% | +92.35% |
| 2018 | +1.92% | -7.43% | -4.16% | +3.10% | +3.92% | -10.59% | -2.66% | -2.27% | +1.36% | -4.51% | -8.54% | -17.37% | -39.73% |
| 2017 | +8.67% | -5.75% | +6.25% | +2.31% | +17.16% | +4.83% | +12.34% | +4.69% | +60.81% |
Drawdown analysis of Ingersoll-Rand (IR)
The maximum drawdown for the IR was -50.27%, occurring on Mar 18, 2020. Recovery took 160 trading sessions.
The current IR drawdown is -31.92%.
Since May 12, 2017 IR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.27% | Feb 20, 2020 | 19 | Mar 18, 2020 | 160 | Nov 3, 2020 | 179 |
| -48.43% | Jan 23, 2018 | 232 | Dec 24, 2018 | 243 | Dec 11, 2019 | 475 |
| -36.62% | Nov 25, 2024 | 90 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -35.53% | Dec 31, 2021 | 133 | Jul 14, 2022 | 226 | Jun 7, 2023 | 359 |
| -15.28% | Sep 6, 2023 | 33 | Oct 23, 2023 | 18 | Nov 16, 2023 | 51 |
| -14.42% | Jun 16, 2017 | 5 | Jun 23, 2017 | 29 | Aug 4, 2017 | 34 |
| -13.49% | Jul 31, 2024 | 26 | Sep 6, 2024 | 20 | Oct 4, 2024 | 46 |
| -13.28% | Jan 12, 2021 | 10 | Jan 27, 2021 | 19 | Feb 24, 2021 | 29 |
| -12.40% | Apr 28, 2021 | 36 | Jun 18, 2021 | 38 | Aug 12, 2021 | 74 |
| -9.47% | Oct 27, 2017 | 13 | Nov 15, 2017 | 3 | Nov 20, 2017 | 16 |
| -9.26% | Sep 15, 2021 | 19 | Oct 12, 2021 | 15 | Nov 2, 2021 | 34 |
| -8.97% | Mar 27, 2024 | 26 | May 3, 2024 | 13 | May 22, 2024 | 39 |
| -8.95% | Aug 8, 2017 | 8 | Aug 18, 2017 | 16 | Sep 12, 2017 | 24 |
| -8.64% | May 22, 2024 | 8 | Jun 4, 2024 | 26 | Jul 12, 2024 | 34 |
| -8.27% | Oct 14, 2024 | 14 | Nov 1, 2024 | 3 | Nov 6, 2024 | 17 |
| -7.68% | May 23, 2017 | 11 | Jun 8, 2017 | 3 | Jun 13, 2017 | 14 |
| -7.13% | Mar 15, 2021 | 6 | Mar 23, 2021 | 18 | Apr 19, 2021 | 24 |
| -7.08% | Nov 19, 2021 | 7 | Dec 1, 2021 | 21 | Dec 31, 2021 | 28 |
| -6.63% | Dec 26, 2019 | 13 | Jan 15, 2020 | 15 | Feb 6, 2020 | 28 |
| -5.13% | Aug 13, 2021 | 4 | Aug 19, 2021 | 6 | Aug 27, 2021 | 10 |
| -4.87% | Mar 8, 2021 | 1 | Mar 9, 2021 | 4 | Mar 15, 2021 | 5 |
| -4.60% | Oct 3, 2017 | 12 | Oct 19, 2017 | 5 | Oct 26, 2017 | 17 |
| -4.58% | Jul 16, 2024 | 6 | Jul 24, 2024 | 5 | Jul 31, 2024 | 11 |
| -4.43% | Jul 18, 2023 | 7 | Jul 27, 2023 | 5 | Aug 3, 2023 | 12 |
| -4.29% | Feb 12, 2020 | 2 | Feb 14, 2020 | 3 | Feb 20, 2020 | 5 |