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% | — | — | — | — | — | — | — | — | — |
| 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% | +4.6% | +1.7% | +1.1% | +1.6% | -1.8% | -1.1% | +1.8% | +4.6% | +1.7% |
| Median | -2.2% | +2.5% | +2.2% | +3.4% | +2.6% | +0.2% | +2.5% | -1.0% | -0.7% | +2.4% | +4.6% | +2.5% |
| Win % | 46% | 70% | 62% | 69% | 69% | 51% | 54% | 38% | 41% | 68% | 89% | 68% |
2026
Jan+12.0%
Feb+5.5%
Mar-9.5%
Apr—
May—
Jun—
Jul—
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan+7.5%
Feb-13.4%
Mar-6.9%
Apr-3.9%
May+4.4%
Jun-2.9%
Jul-6.5%
Aug+0.6%
Sep-1.1%
Oct+5.8%
Nov+1.4%
Dec+2.3%
2024
Jan-2.3%
Feb+11.5%
Mar+3.4%
Apr-9.7%
May-5.1%
Jun-3.6%
Jul+4.0%
Aug-1.0%
Sep+3.9%
Oct+0.4%
Nov+7.4%
Dec-9.3%
2023
Jan+5.2%
Feb-6.1%
Mar+2.7%
Apr-10.7%
May-3.5%
Jun+8.4%
Jul+5.2%
Aug+0.3%
Sep-8.1%
Oct-7.7%
Nov+5.4%
Dec+7.6%
2022
Jan-8.6%
Feb-10.9%
Mar-0.1%
Apr-1.0%
May+1.2%
Jun-5.2%
Jul+15.3%
Aug-3.6%
Sep-0.7%
Oct+11.6%
Nov+6.8%
Dec-3.9%
2021
Jan-6.3%
Feb+4.8%
Mar+7.2%
Apr+7.1%
May-0.4%
Jun-1.2%
Jul+3.3%
Aug-1.2%
Sep-7.6%
Oct+7.8%
Nov+0.9%
Dec+5.2%
2020
Jan-4.5%
Feb-9.7%
Mar-6.7%
Apr+11.2%
May+4.1%
Jun-0.8%
Jul+4.6%
Aug+9.3%
Sep+1.2%
Oct-6.3%
Nov+13.4%
Dec+3.1%
2019
Jan+9.5%
Feb+4.5%
Mar+5.3%
Apr+3.2%
May-2.2%
Jun+12.7%
Jul-2.0%
Aug-2.1%
Sep-0.5%
Oct-4.8%
Nov+4.6%
Dec+5.7%
2018
Jan+9.0%
Feb-4.7%
Mar+4.2%
Apr-6.2%
May+4.1%
Jun-1.6%
Jul+12.9%
Aug-0.2%
Sep-1.7%
Oct-15.6%
Nov+8.3%
Dec-8.1%
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%
Dec-2.7%
2016
Jan-4.9%
Feb+3.6%
Mar+10.3%
Apr-0.8%
May+1.8%
Jun-1.5%
Jul+9.8%
Aug+4.1%
Sep+0.1%
Oct-7.3%
Nov+8.3%
Dec-3.8%
2015
Jan-6.7%
Feb+6.8%
Mar-1.9%
Apr-0.7%
May+3.0%
Jun+1.7%
Jul-2.8%
Aug-5.5%
Sep-0.7%
Oct+8.1%
Nov+2.7%
Dec-2.8%
2014
Jan-2.2%
Feb+4.3%
Mar-2.9%
Apr+2.7%
May+2.8%
Jun+5.3%
Jul-5.8%
Aug+1.5%
Sep-5.9%
Oct+4.0%
Nov+2.5%
Dec+1.3%
2013
Jan+7.7%
Feb+2.1%
Mar+4.9%
Apr-2.2%
May+5.8%
Jun-2.3%
Jul+11.3%
Aug-0.5%
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%
May-8.3%
Jun-1.9%
Jul-1.6%
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%
May-3.4%
Jun+1.1%
Jul-9.2%
Aug-10.4%
Sep-16.2%
Oct+14.3%
Nov+2.9%
Dec+1.8%
2010
Jan-9.1%
Feb+9.8%
Mar+6.8%
Apr+2.0%
May-9.1%
Jun-6.5%
Jul+13.2%
Aug-7.4%
Sep+19.2%
Oct+2.0%
Nov+3.8%
Dec+4.4%
2009
Jan-5.9%
Feb-14.5%
Mar+13.2%
Apr+16.0%
May-7.5%
Jun+5.2%
Jul+11.7%
Aug-3.1%
Sep+5.7%
Oct+2.1%
Nov+4.2%
Dec+5.2%
2008
Jan-13.2%
Feb-3.4%
Mar+1.8%
Apr+20.0%
May+5.8%
Jun-5.1%
Jul+3.1%
Aug-2.0%
Sep-16.3%
Oct-24.9%
Nov-0.8%
Dec+5.0%
2007
Jan+9.8%
Feb+0.2%
Mar-2.2%
Apr+3.5%
May+7.8%
Jun+2.2%
Jul-5.7%
Aug+6.2%
Sep-5.4%
Oct-2.4%
Nov+0.8%
Dec+1.2%
2006
Jan+12.2%
Feb+2.7%
Mar+10.4%
Apr-2.3%
May-4.8%
Jun-2.4%
Jul-7.7%
Aug-3.4%
Sep+2.6%
Oct+9.3%
Nov+2.2%
Dec-1.1%
2005
Jan-4.5%
Feb+2.5%
Mar+2.2%
Apr-7.4%
May+3.2%
Jun+0.5%
Jul+13.5%
Aug-0.4%
Sep-2.2%
Oct-5.6%
Nov+10.3%
Dec-6.9%
2004
Jan+0.6%
Feb+2.1%
Mar+2.1%
Apr+9.0%
May+1.0%
Jun+8.0%
Jul-6.2%
Aug-4.3%
Sep+10.6%
Oct+9.0%
Nov+8.4%
Dec+1.2%
2003
Jan-10.4%
Feb-4.9%
Mar+4.6%
Apr+10.4%
May+8.2%
Jun+5.1%
Jul+2.5%
Aug+4.9%
Sep-6.1%
Oct+2.4%
Nov+6.3%
Dec+5.3%
2002
Jan-1.0%
Feb+5.3%
Mar+3.3%
Apr-2.4%
May+5.4%
Jun-11.6%
Jul-6.6%
Aug+0.0%
Sep-8.3%
Oct+5.8%
Nov+13.0%
Dec-3.7%
2001
Jan-8.0%
Feb+5.2%
Mar-9.2%
Apr+8.8%
May+3.0%
Jun+5.1%
Jul-4.4%
Aug+10.5%
Sep-22.8%
Oct+5.8%
Nov+4.4%
Dec+13.5%
2000
Jan-11.2%
Feb-7.9%
Mar+10.0%
Apr+15.4%
May+6.7%
Jun-5.4%
Jul+5.1%
Aug-8.0%
Sep-8.0%
Oct+15.9%
Nov+0.2%
Dec+2.5%
1999
Jan-6.4%
Feb+4.1%
Mar-0.9%
Apr+13.9%
May+5.2%
Jun+17.2%
Jul-13.9%
Aug+4.9%
Sep-4.3%
Oct-12.5%
Nov+11.9%
Dec+10.3%
1998
Jan-3.5%
Feb+1.9%
Mar+6.4%
Apr+0.9%
May+1.2%
Jun-6.8%
Jul-17.3%
Aug-26.2%
Sep+26.7%
Oct-2.2%
Nov+4.6%
Dec-9.4%
1997
Jan-5.5%
Feb+1.5%
Mar-7.4%
Apr+12.2%
May+11.9%
Jun+12.4%
Jul+6.7%
Aug-7.8%
Sep+6.2%
Oct-2.0%
Nov-0.8%
Dec+4.7%
1996
Jan-6.3%
Feb-3.6%
Mar+6.1%
Apr+1.5%
May-3.6%
Jun+0.4%
Jul-20.7%
Aug+23.6%
Sep-10.4%
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%
Jun-1.4%
Jul+31.6%
Aug-8.2%
Sep-11.3%
Oct+6.0%
Nov+9.1%
Dec-1.0%
1994
Jan+6.4%
Feb-1.9%
Mar-6.6%
Apr+9.1%
May+3.6%
Jun+0.2%
Jul-0.8%
Aug+3.8%
Sep-0.4%
Oct+7.5%
Nov-5.4%
Dec+2.8%
1993
Jan+10.7%
Feb+1.9%
Mar-4.3%
Apr+3.8%
May-0.9%
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%
Mar-1.6%
Apr+2.8%
May+1.2%
Jun-4.7%
Jul+0.8%
Aug-14.2%
Sep+5.7%
Oct+8.9%
Nov+5.3%
Dec+13.2%
1991
Jan+22.3%
Feb+17.6%
Mar-1.6%
Apr+12.5%
May+2.4%
Jun+8.5%
Jul-5.2%
Aug-10.6%
Sep-1.5%
Oct+1.6%
Nov-1.5%
Dec+6.8%
1990
Jan-34.8%
Feb+8.1%
Mar+4.8%
Apr+10.5%
May+8.9%
Jun+4.9%
Jul+0.0%
Aug-26.9%
Sep-4.3%
Oct+5.9%
Nov+2.8%
Dec-11.6%
1989
Jan—
Feb—
Mar—
Apr—
May—
Jun-2.8%
Jul+13.8%
Aug-4.5%
Sep+1.6%
Oct-5.2%
Nov+6.0%
Dec+7.3%
Avg
Jan-0.3%
Feb+1.1%
Mar+1.6%
Apr+4.6%
May+1.7%
Jun+1.1%
Jul+1.6%
Aug-1.8%
Sep-1.1%
Oct+1.8%
Nov+4.6%
Dec+1.7%
Median
Jan-2.2%
Feb+2.5%
Mar+2.2%
Apr+3.4%
May+2.6%
Jun+0.2%
Jul+2.5%
Aug-1.0%
Sep-0.7%
Oct+2.4%
Nov+4.6%
Dec+2.5%
Win %
Jan46%
Feb70%
Mar62%
Apr69%
May69%
Jun51%
Jul54%
Aug38%
Sep41%
Oct68%
Nov89%
Dec68%
Frequently asked questions
What is the best performing month for IDEX (IEX) stock?
- Historically, November is the best performing month for IDEX (IEX) stock with an average return of +4.62%.
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.
About this data
- 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. Data from FMP historical prices.
- 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.