IDEX (IEX) Historical Monthly & Quarterly Returns
Dividend-adjusted returns by month and quarter. Compare performance across years.
IDEX
IEX
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.0% | +5.5% | 9.5% | +14.7% | — | — | — | — | — | — | — | — |
| 2025 | +7.5% | 13.4% | 6.9% | 3.9% | +4.4% | 2.9% | 6.5% | +0.6% | 1.1% | +5.8% | +1.4% | +2.3% |
| 2024 | 2.3% | +11.5% | +3.4% | 9.7% | 5.1% | 3.6% | +4.0% | 1.0% | +3.9% | +0.4% | +7.4% | 9.3% |
| 2023 | +5.2% | 6.1% | +2.7% | 10.7% | 3.5% | +8.4% | +5.2% | +0.3% | 8.1% | 7.7% | +5.4% | +7.6% |
| 2022 | 8.6% | 10.9% | 0.1% | 1.0% | +1.2% | 5.2% | +15.3% | 3.6% | 0.7% | +11.6% | +6.8% | 3.9% |
| 2021 | 6.3% | +4.8% | +7.2% | +7.1% | 0.4% | 1.2% | +3.3% | 1.2% | 7.6% | +7.8% | +0.9% | +5.2% |
| 2020 | 4.5% | 9.7% | 6.7% | +11.2% | +4.1% | 0.8% | +4.6% | +9.3% | +1.2% | 6.3% | +13.4% | +3.1% |
| 2019 | +9.5% | +4.5% | +5.3% | +3.2% | 2.2% | +12.7% | 2.0% | 2.1% | 0.5% | 4.8% | +4.6% | +5.7% |
| 2018 | +9.0% | 4.7% | +4.2% | 6.2% | +4.1% | 1.6% | +12.9% | 0.2% | 1.7% | 15.6% | +8.3% | 8.1% |
| 2017 | +0.5% | +2.3% | +1.4% | +12.0% | +3.9% | +4.2% | +3.5% | +0.9% | +3.3% | +5.9% | +5.7% | 2.7% |
| 2016 | 4.9% | +3.6% | +10.3% | 0.8% | +1.8% | 1.5% | +9.8% | +4.1% | +0.1% | 7.3% | +8.3% | 3.8% |
| 2015 | 6.7% | +6.8% | 1.9% | 0.7% | +3.0% | +1.7% | 2.8% | 5.5% | 0.7% | +8.1% | +2.7% | 2.8% |
| 2014 | 2.2% | +4.3% | 2.9% | +2.7% | +2.8% | +5.3% | 5.8% | +1.5% | 5.9% | +4.0% | +2.5% | +1.3% |
| 2013 | +7.7% | +2.1% | +4.9% | 2.2% | +5.8% | 2.3% | +11.3% | 0.5% | +9.9% | +6.4% | +3.2% | +3.5% |
| 2012 | +9.7% | +3.2% | +0.8% | +3.3% | 8.3% | 1.9% | 1.6% | +4.5% | +4.8% | +2.3% | +5.7% | +3.5% |
| 2011 | +1.8% | +4.0% | +5.8% | +7.9% | 3.4% | +1.1% | 9.2% | 10.4% | 16.2% | +14.3% | +2.9% | +1.8% |
| 2010 | 9.1% | +9.8% | +6.8% | +2.0% | 9.1% | 6.5% | +13.2% | 7.4% | +19.2% | +2.0% | +3.8% | +4.4% |
| 2009 | 5.9% | 14.5% | +13.2% | +16.0% | 7.5% | +5.2% | +11.7% | 3.1% | +5.7% | +2.1% | +4.2% | +5.2% |
| 2008 | 13.2% | 3.4% | +1.8% | +20.0% | +5.8% | 5.1% | +3.1% | 2.0% | 16.3% | 24.9% | 0.8% | +5.0% |
| 2007 | +9.8% | +0.2% | 2.2% | +3.5% | +7.8% | +2.2% | 5.7% | +6.2% | 5.4% | 2.4% | +0.8% | +1.2% |
| 2006 | +12.2% | +2.7% | +10.4% | 2.3% | 4.8% | 2.4% | 7.7% | 3.4% | +2.6% | +9.3% | +2.2% | 1.1% |
| 2005 | 4.5% | +2.5% | +2.2% | 7.4% | +3.2% | +0.5% | +13.5% | 0.4% | 2.2% | 5.6% | +10.3% | 6.9% |
| 2004 | +0.6% | +2.1% | +2.1% | +9.0% | +1.0% | +8.0% | 6.2% | 4.3% | +10.6% | +9.0% | +8.4% | +1.2% |
| 2003 | 10.4% | 4.9% | +4.6% | +10.4% | +8.2% | +5.1% | +2.5% | +4.9% | 6.1% | +2.4% | +6.3% | +5.3% |
| 2002 | 1.0% | +5.3% | +3.3% | 2.4% | +5.4% | 11.6% | 6.6% | +0.0% | 8.3% | +5.8% | +13.0% | 3.7% |
| 2001 | 8.0% | +5.2% | 9.2% | +8.8% | +3.0% | +5.1% | 4.4% | +10.5% | 22.8% | +5.8% | +4.4% | +13.5% |
| 2000 | 11.2% | 7.9% | +10.0% | +15.4% | +6.7% | 5.4% | +5.1% | 8.0% | 8.0% | +15.9% | +0.2% | +2.5% |
| 1999 | 6.4% | +4.1% | 0.9% | +13.9% | +5.2% | +17.2% | 13.9% | +4.9% | 4.3% | 12.5% | +11.9% | +10.3% |
| 1998 | 3.5% | +1.9% | +6.4% | +0.9% | +1.2% | 6.8% | 17.3% | 26.2% | +26.7% | 2.2% | +4.6% | 9.4% |
| 1997 | 5.5% | +1.5% | 7.4% | +12.2% | +11.9% | +12.4% | +6.7% | 7.8% | +6.2% | 2.0% | 0.8% | +4.7% |
| 1996 | 6.3% | 3.6% | +6.1% | +1.5% | 3.6% | +0.4% | 20.7% | +23.6% | 10.4% | +13.7% | +4.8% | +1.2% |
| 1995 | +0.4% | +2.9% | +3.0% | +12.3% | +1.8% | 1.4% | +31.6% | 8.2% | 11.3% | +6.0% | +9.1% | 1.0% |
| 1994 | +6.4% | 1.9% | 6.6% | +9.1% | +3.6% | +0.2% | 0.8% | +3.8% | 0.4% | +7.5% | 5.4% | +2.8% |
| 1993 | +10.7% | +1.9% | 4.3% | +3.8% | 0.9% | +5.3% | +3.5% | +10.2% | +3.4% | +0.5% | +2.0% | +6.6% |
| 1992 | +17.6% | +4.1% | 1.6% | +2.8% | +1.2% | 4.7% | +0.8% | 14.2% | +5.7% | +8.9% | +5.3% | +13.2% |
| 1991 | +22.3% | +17.6% | 1.6% | +12.5% | +2.4% | +8.5% | 5.2% | 10.6% | 1.5% | +1.6% | 1.5% | +6.8% |
| 1990 | 34.8% | +8.1% | +4.8% | +10.5% | +8.9% | +4.9% | +0.0% | 26.9% | 4.3% | +5.9% | +2.8% | 11.6% |
| 1989 | — | — | — | — | — | 2.8% | +13.8% | 4.5% | +1.6% | 5.2% | +6.0% | +7.3% |
| Avg | 0.3% | +1.1% | +1.6% | +4.9% | +1.7% | +1.1% | +1.6% | 1.8% | 1.1% | +1.8% | +4.6% | +1.7% |
| Median | 2.2% | +2.5% | +2.2% | +3.5% | +2.6% | +0.2% | +2.5% | 1.0% | 0.7% | +2.4% | +4.6% | +2.5% |
| Win % | 46% | 70% | 62% | 70% | 69% | 51% | 54% | 38% | 41% | 68% | 89% | 68% |
2026
Jan+12.0%
Feb+5.5%
Mar9.5%
Apr+14.7%
May—
Jun—
Jul—
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan+7.5%
Feb13.4%
Mar6.9%
Apr3.9%
May+4.4%
Jun2.9%
Jul6.5%
Aug+0.6%
Sep1.1%
Oct+5.8%
Nov+1.4%
Dec+2.3%
2024
Jan2.3%
Feb+11.5%
Mar+3.4%
Apr9.7%
May5.1%
Jun3.6%
Jul+4.0%
Aug1.0%
Sep+3.9%
Oct+0.4%
Nov+7.4%
Dec9.3%
2023
Jan+5.2%
Feb6.1%
Mar+2.7%
Apr10.7%
May3.5%
Jun+8.4%
Jul+5.2%
Aug+0.3%
Sep8.1%
Oct7.7%
Nov+5.4%
Dec+7.6%
2022
Jan8.6%
Feb10.9%
Mar0.1%
Apr1.0%
May+1.2%
Jun5.2%
Jul+15.3%
Aug3.6%
Sep0.7%
Oct+11.6%
Nov+6.8%
Dec3.9%
2021
Jan6.3%
Feb+4.8%
Mar+7.2%
Apr+7.1%
May0.4%
Jun1.2%
Jul+3.3%
Aug1.2%
Sep7.6%
Oct+7.8%
Nov+0.9%
Dec+5.2%
2020
Jan4.5%
Feb9.7%
Mar6.7%
Apr+11.2%
May+4.1%
Jun0.8%
Jul+4.6%
Aug+9.3%
Sep+1.2%
Oct6.3%
Nov+13.4%
Dec+3.1%
2019
Jan+9.5%
Feb+4.5%
Mar+5.3%
Apr+3.2%
May2.2%
Jun+12.7%
Jul2.0%
Aug2.1%
Sep0.5%
Oct4.8%
Nov+4.6%
Dec+5.7%
2018
Jan+9.0%
Feb4.7%
Mar+4.2%
Apr6.2%
May+4.1%
Jun1.6%
Jul+12.9%
Aug0.2%
Sep1.7%
Oct15.6%
Nov+8.3%
Dec8.1%
2017
Jan+0.5%
Feb+2.3%
Mar+1.4%
Apr+12.0%
May+3.9%
Jun+4.2%
Jul+3.5%
Aug+0.9%
Sep+3.3%
Oct+5.9%
Nov+5.7%
Dec2.7%
2016
Jan4.9%
Feb+3.6%
Mar+10.3%
Apr0.8%
May+1.8%
Jun1.5%
Jul+9.8%
Aug+4.1%
Sep+0.1%
Oct7.3%
Nov+8.3%
Dec3.8%
2015
Jan6.7%
Feb+6.8%
Mar1.9%
Apr0.7%
May+3.0%
Jun+1.7%
Jul2.8%
Aug5.5%
Sep0.7%
Oct+8.1%
Nov+2.7%
Dec2.8%
2014
Jan2.2%
Feb+4.3%
Mar2.9%
Apr+2.7%
May+2.8%
Jun+5.3%
Jul5.8%
Aug+1.5%
Sep5.9%
Oct+4.0%
Nov+2.5%
Dec+1.3%
2013
Jan+7.7%
Feb+2.1%
Mar+4.9%
Apr2.2%
May+5.8%
Jun2.3%
Jul+11.3%
Aug0.5%
Sep+9.9%
Oct+6.4%
Nov+3.2%
Dec+3.5%
2012
Jan+9.7%
Feb+3.2%
Mar+0.8%
Apr+3.3%
May8.3%
Jun1.9%
Jul1.6%
Aug+4.5%
Sep+4.8%
Oct+2.3%
Nov+5.7%
Dec+3.5%
2011
Jan+1.8%
Feb+4.0%
Mar+5.8%
Apr+7.9%
May3.4%
Jun+1.1%
Jul9.2%
Aug10.4%
Sep16.2%
Oct+14.3%
Nov+2.9%
Dec+1.8%
2010
Jan9.1%
Feb+9.8%
Mar+6.8%
Apr+2.0%
May9.1%
Jun6.5%
Jul+13.2%
Aug7.4%
Sep+19.2%
Oct+2.0%
Nov+3.8%
Dec+4.4%
2009
Jan5.9%
Feb14.5%
Mar+13.2%
Apr+16.0%
May7.5%
Jun+5.2%
Jul+11.7%
Aug3.1%
Sep+5.7%
Oct+2.1%
Nov+4.2%
Dec+5.2%
2008
Jan13.2%
Feb3.4%
Mar+1.8%
Apr+20.0%
May+5.8%
Jun5.1%
Jul+3.1%
Aug2.0%
Sep16.3%
Oct24.9%
Nov0.8%
Dec+5.0%
2007
Jan+9.8%
Feb+0.2%
Mar2.2%
Apr+3.5%
May+7.8%
Jun+2.2%
Jul5.7%
Aug+6.2%
Sep5.4%
Oct2.4%
Nov+0.8%
Dec+1.2%
2006
Jan+12.2%
Feb+2.7%
Mar+10.4%
Apr2.3%
May4.8%
Jun2.4%
Jul7.7%
Aug3.4%
Sep+2.6%
Oct+9.3%
Nov+2.2%
Dec1.1%
2005
Jan4.5%
Feb+2.5%
Mar+2.2%
Apr7.4%
May+3.2%
Jun+0.5%
Jul+13.5%
Aug0.4%
Sep2.2%
Oct5.6%
Nov+10.3%
Dec6.9%
2004
Jan+0.6%
Feb+2.1%
Mar+2.1%
Apr+9.0%
May+1.0%
Jun+8.0%
Jul6.2%
Aug4.3%
Sep+10.6%
Oct+9.0%
Nov+8.4%
Dec+1.2%
2003
Jan10.4%
Feb4.9%
Mar+4.6%
Apr+10.4%
May+8.2%
Jun+5.1%
Jul+2.5%
Aug+4.9%
Sep6.1%
Oct+2.4%
Nov+6.3%
Dec+5.3%
2002
Jan1.0%
Feb+5.3%
Mar+3.3%
Apr2.4%
May+5.4%
Jun11.6%
Jul6.6%
Aug+0.0%
Sep8.3%
Oct+5.8%
Nov+13.0%
Dec3.7%
2001
Jan8.0%
Feb+5.2%
Mar9.2%
Apr+8.8%
May+3.0%
Jun+5.1%
Jul4.4%
Aug+10.5%
Sep22.8%
Oct+5.8%
Nov+4.4%
Dec+13.5%
2000
Jan11.2%
Feb7.9%
Mar+10.0%
Apr+15.4%
May+6.7%
Jun5.4%
Jul+5.1%
Aug8.0%
Sep8.0%
Oct+15.9%
Nov+0.2%
Dec+2.5%
1999
Jan6.4%
Feb+4.1%
Mar0.9%
Apr+13.9%
May+5.2%
Jun+17.2%
Jul13.9%
Aug+4.9%
Sep4.3%
Oct12.5%
Nov+11.9%
Dec+10.3%
1998
Jan3.5%
Feb+1.9%
Mar+6.4%
Apr+0.9%
May+1.2%
Jun6.8%
Jul17.3%
Aug26.2%
Sep+26.7%
Oct2.2%
Nov+4.6%
Dec9.4%
1997
Jan5.5%
Feb+1.5%
Mar7.4%
Apr+12.2%
May+11.9%
Jun+12.4%
Jul+6.7%
Aug7.8%
Sep+6.2%
Oct2.0%
Nov0.8%
Dec+4.7%
1996
Jan6.3%
Feb3.6%
Mar+6.1%
Apr+1.5%
May3.6%
Jun+0.4%
Jul20.7%
Aug+23.6%
Sep10.4%
Oct+13.7%
Nov+4.8%
Dec+1.2%
1995
Jan+0.4%
Feb+2.9%
Mar+3.0%
Apr+12.3%
May+1.8%
Jun1.4%
Jul+31.6%
Aug8.2%
Sep11.3%
Oct+6.0%
Nov+9.1%
Dec1.0%
1994
Jan+6.4%
Feb1.9%
Mar6.6%
Apr+9.1%
May+3.6%
Jun+0.2%
Jul0.8%
Aug+3.8%
Sep0.4%
Oct+7.5%
Nov5.4%
Dec+2.8%
1993
Jan+10.7%
Feb+1.9%
Mar4.3%
Apr+3.8%
May0.9%
Jun+5.3%
Jul+3.5%
Aug+10.2%
Sep+3.4%
Oct+0.5%
Nov+2.0%
Dec+6.6%
1992
Jan+17.6%
Feb+4.1%
Mar1.6%
Apr+2.8%
May+1.2%
Jun4.7%
Jul+0.8%
Aug14.2%
Sep+5.7%
Oct+8.9%
Nov+5.3%
Dec+13.2%
1991
Jan+22.3%
Feb+17.6%
Mar1.6%
Apr+12.5%
May+2.4%
Jun+8.5%
Jul5.2%
Aug10.6%
Sep1.5%
Oct+1.6%
Nov1.5%
Dec+6.8%
1990
Jan34.8%
Feb+8.1%
Mar+4.8%
Apr+10.5%
May+8.9%
Jun+4.9%
Jul+0.0%
Aug26.9%
Sep4.3%
Oct+5.9%
Nov+2.8%
Dec11.6%
1989
Jan—
Feb—
Mar—
Apr—
May—
Jun2.8%
Jul+13.8%
Aug4.5%
Sep+1.6%
Oct5.2%
Nov+6.0%
Dec+7.3%
Avg
Jan0.3%
Feb+1.1%
Mar+1.6%
Apr+4.9%
May+1.7%
Jun+1.1%
Jul+1.6%
Aug1.8%
Sep1.1%
Oct+1.8%
Nov+4.6%
Dec+1.7%
Median
Jan2.2%
Feb+2.5%
Mar+2.2%
Apr+3.5%
May+2.6%
Jun+0.2%
Jul+2.5%
Aug1.0%
Sep0.7%
Oct+2.4%
Nov+4.6%
Dec+2.5%
Win %
Jan46%
Feb70%
Mar62%
Apr70%
May69%
Jun51%
Jul54%
Aug38%
Sep41%
Oct68%
Nov89%
Dec68%
Frequently asked questions
What is the best performing month for IDEX (IEX) stock?
- Historically, April is the best performing month for IDEX (IEX) stock with an average return of +4.86%.
What is the worst performing month for IDEX (IEX) stock?
- Historically, August is the worst performing month for IDEX (IEX) stock with an average return of 1.79%.
What is the best performing quarter for IDEX (IEX) stock?
- Historically, Q4 is the best performing quarter for IDEX (IEX) stock with an average return of +8.12%.
What is the worst performing quarter for IDEX (IEX) stock?
- Historically, Q3 is the worst performing quarter for IDEX (IEX) stock with an average return of 1.61%.
What is the best performing year for IDEX (IEX) stock?
- Historically, 2013 is the best performing year for IDEX (IEX) stock with a return of +61.34%.
What is the worst performing year for IDEX (IEX) stock?
- Historically, 1990 is the worst performing year for IDEX (IEX) stock with a return of 37.20%.
Which month has the highest win rate for IDEX (IEX) stock?
- Historically, November has the highest win rate for IDEX (IEX) stock — positive in 89% of years.
Which month has the lowest win rate for IDEX (IEX) stock?
- Historically, August has the lowest win rate for IDEX (IEX) stock — positive in 38% of years.
Which quarter has the highest win rate for IDEX (IEX) stock?
- Historically, Q4 has the highest win rate for IDEX (IEX) stock — positive in 78% of years.
Which quarter has the lowest win rate for IDEX (IEX) stock?
- Historically, Q3 has the lowest win rate for IDEX (IEX) stock — positive in 46% of years.
Data & methodology
How are returns calculated?
- We compare the closing price at the end of each period (month or quarter) with the closing price at the end of the previous period. The return is the percentage change. All prices are adjusted for dividends and stock splits. Based on historical prices from our data provider.
What is average vs median?
- Average is the arithmetic mean of returns for each period across years. Median is the middle value. Both exclude empty cells. Use median to reduce impact of outliers.
What does the heatmap show?
- Green cells indicate positive returns, red cells indicate negative returns. The darker the color, the stronger the move. Average and Median rows summarize each column across years.
What is Win %?
- Percentage of years when the period had a positive return. For example, 80% for January means January was positive in 80% of the years in the selected range.
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IEX Overview
Company profile, financial tools, and key metrics
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IEX Revenue Counter
Earns $109.64 every second. See per minute, hour, and day.
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IEX Earnings Counter
Earns $15.32 per second net profit. See per minute, hour, and day.
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IEX Economic Scale
Exceeds Belize's GDP. Compare with world economies.
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IEX What If Invested
What if you had invested $1,000? See historical returns from any date.
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IEX How It Makes Money
Discover visual breakdown of $3.46B in revenue — where it comes from and where it goes.
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IEX Price Target Scenarios
Model bear, base, and bull cases with EPS growth and exit P/E — pre-filled from analysts and history.
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IEX Daily Price Character
Steady · 48.7% historical win rate (green days). Streaks & record days.
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IEX Buybacks
1.87% TTM buyback yield. Shareholder yield & SBC comparison.
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IEX Stock Split History
4 splits on record. Dates, ratios, and cumulative multiple.
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IEX Dividend Profile
Yield: 1.31%. Safety: 7/8. See full history.
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IEX Dividend Calculator
How much dividend income would $1,000 have earned? Calculate from any date.
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IEX Dividend Forecast
Project future income with DRIP, growth assumptions, and optional monthly contributions.
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IEX Financials
Revenue, EPS, EBITDA, market cap, debt and balance sheet history with annual and quarterly data.
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