IDEX (IEX) seasonality heatmap
Returns across monthly, quarterly, and yearly periods. Cell color encodes signed magnitude; the scale auto-fits each table.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.0% | +5.5% | -9.5% | +14.9% | -2.9% | +7.6% | +1.5% | — | — | — | — | — |
| 2025 | +7.5% | -13.4% | -6.9% | -3.9% | +4.4% | -3.0% | -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% | +7.7% |
| 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% | +7.3% | +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% | +2.2% | +1.4% | +12.0% | +3.9% | +4.2% | +3.5% | +0.9% | +3.3% | +5.9% | +5.7% | -2.6% |
| 2016 | -4.9% | +3.7% | +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% | +4.2% | -2.9% | +2.7% | +2.8% | +5.3% | -5.8% | +1.5% | -5.9% | +3.9% | +2.5% | +1.3% |
| 2013 | +7.7% | +2.1% | +4.9% | -2.2% | +5.8% | -2.3% | +11.3% | -0.5% | +9.9% | +6.3% | +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% | +5.9% | +7.9% | -3.4% | +1.1% | -9.2% | -10.4% | -16.2% | +14.3% | +2.8% | +1.8% |
| 2010 | -9.0% | +9.8% | +6.8% | +2.0% | -9.1% | -6.4% | +13.2% | -7.4% | +19.2% | +2.0% | +3.8% | +4.4% |
| 2009 | -5.9% | -14.6% | +13.2% | +16.0% | -7.5% | +5.2% | +11.7% | -3.1% | +5.7% | +2.1% | +4.2% | +5.1% |
| 2008 | -13.2% | -3.4% | +1.7% | +20.0% | +5.8% | -5.2% | +3.1% | -2.0% | -16.4% | -24.8% | -0.8% | +5.0% |
| 2007 | +9.8% | +0.2% | -2.2% | +3.5% | +7.8% | +2.3% | -5.8% | +6.2% | -5.4% | -2.4% | +0.8% | +1.2% |
| 2006 | +12.2% | +2.7% | +10.4% | -2.3% | -4.8% | -2.4% | -7.6% | -3.4% | +2.5% | +9.3% | +2.3% | -1.1% |
| 2005 | -4.5% | +2.4% | +2.2% | -7.4% | +3.1% | +0.5% | +13.5% | -0.4% | -2.1% | -5.7% | +10.3% | -6.8% |
| 2004 | +0.6% | +2.2% | +2.0% | +9.1% | +0.9% | +8.1% | -6.3% | -4.2% | +10.5% | +9.0% | +8.4% | +1.2% |
| 2003 | -10.5% | -4.9% | +4.6% | +10.5% | +8.3% | +5.0% | +2.5% | +4.8% | -6.0% | +2.3% | +6.3% | +5.3% |
| 2002 | -1.0% | +5.3% | +3.3% | -2.5% | +5.4% | -11.6% | -6.6% | 0.0% | -8.3% | +5.7% | +13.1% | -3.7% |
| 2001 | -8.0% | +5.3% | -9.2% | +8.9% | +3.0% | +5.0% | -4.4% | +10.6% | -22.7% | +5.6% | +4.4% | +13.5% |
| 2000 | -11.1% | -7.9% | +10.1% | +15.3% | +6.8% | -5.4% | +4.9% | -7.9% | -8.0% | +16.0% | +0.2% | +2.5% |
| 1999 | -6.3% | +4.2% | -0.9% | +13.9% | +5.2% | +17.1% | -13.8% | +4.9% | -4.3% | -12.5% | +12.0% | +10.2% |
| 1998 | -3.6% | +2.1% | +6.4% | +1.0% | +1.1% | -6.7% | -17.2% | -26.3% | +26.6% | -2.1% | +4.6% | -9.5% |
| 1997 | -5.5% | +1.6% | -7.5% | +12.5% | +11.9% | +12.3% | +6.8% | -7.8% | +6.2% | -1.9% | -0.8% | +4.7% |
| 1996 | -6.4% | -3.7% | +6.2% | +1.4% | -3.6% | +0.4% | -20.8% | +23.9% | -10.5% | +13.8% | +4.7% | +1.1% |
| 1995 | +0.4% | +2.9% | +3.0% | +12.3% | +1.8% | -1.4% | +31.5% | -8.3% | -11.2% | +5.9% | +8.9% | -0.9% |
| 1994 | +6.2% | -2.0% | -6.4% | +9.0% | +3.7% | +0.2% | -0.8% | +3.8% | -0.4% | +7.5% | -5.5% | +2.8% |
| 1993 | +10.8% | +1.6% | -4.0% | +3.9% | -0.9% | +5.3% | +3.6% | +10.0% | +3.4% | +0.5% | +2.0% | +6.6% |
| 1992 | +17.2% | +4.6% | -1.6% | +2.9% | +1.2% | -4.7% | +0.8% | -14.7% | +6.2% | +8.6% | +5.8% | +12.9% |
| 1991 | +22.5% | +17.1% | -1.6% | +12.6% | +2.0% | +8.6% | -4.8% | -10.6% | -1.6% | +1.6% | -1.6% | +6.8% |
| 1990 | -35.1% | +8.3% | +5.6% | +9.9% | +9.0% | +4.9% | 0.0% | -27.2% | -4.3% | +6.0% | +3.5% | -11.6% |
| 1989 | — | — | — | — | — | — | +13.3% | -4.6% | +1.6% | -4.7% | +5.5% | +7.3% |
| Avg | -0.4% | +1.1% | +1.6% | +4.9% | +1.5% | +1.4% | +1.6% | -1.8% | -1.0% | +1.8% | +4.6% | +1.6% |
| Median | -2.2% | +2.4% | +2.2% | +3.5% | +2.0% | +0.4% | +2.5% | -1.0% | -0.7% | +2.3% | +4.6% | +2.5% |
| Last 5Y Avg | +2.8% | -2.7% | -2.1% | -2.1% | -1.2% | +0.9% | +4.3% | -1.0% | -2.7% | +3.6% | +4.4% | +0.4% |
| Std Dev (σ) | 10.5% | 6.7% | 5.7% | 7.7% | 4.9% | 6.1% | 10.1% | 9.3% | 9.3% | 8.5% | 4.1% | 6.0% |
| Consistency (μ/σ) | -0.03 | 0.17 | 0.28 | 0.63 | 0.31 | 0.23 | 0.16 | -0.19 | -0.11 | 0.21 | 1.14 | 0.27 |
| Win Rate (%) | 46% | 70% | 62% | 70% | 68% | 54% | 54% | 38% | 41% | 68% | 89% | 68% |
| Winning / Losing Months | ▲17▼20 | ▲26▼11 | ▲23▼14 | ▲26▼11 | ▲25▼12 | ▲20▼17 | ▲20▼17 | ▲14▼23 | ▲15▼22 | ▲25▼12 | ▲33▼4 | ▲25▼12 |
| Longest Win / Loss Streak | ▲5▼8 | ▲8▼2 | ▲6▼4 | ▲12▼4 | ▲9▼4 | ▲3▼3 | ▲5▼2 | ▲2▼4 | ▲2▼5 | ▲7▼3 | ▲17▼1 | ▲8▼4 |
| Best | +22.5%in January 1991 | +17.1%in February 1991 | +13.2%in March 2009 | +20.0%in April 2008 | +11.9%in May 1997 | +17.1%in June 1999 | +31.5%in July 1995 | +23.9%in August 1996 | +26.6%in September 1998 | +16.0%in October 2000 | +13.4%in November 2020 | +13.5%in December 2001 |
| Worst | -35.1%in January 1990 | -14.6%in February 2009 | -9.5%in March 2026 | -10.7%in April 2023 | -9.1%in May 2010 | -11.6%in June 2002 | -20.8%in July 1996 | -27.2%in August 1990 | -22.7%in September 2001 | -24.8%in October 2008 | -5.5%in November 1994 | -11.6%in December 1990 |
-35.1%+31.5%
2026
Jan+12.0%
Feb+5.5%
Mar-9.5%
Apr+14.9%
May-2.9%
Jun+7.6%
Jul+1.5%
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan+7.5%
Feb-13.4%
Mar-6.9%
Apr-3.9%
May+4.4%
Jun-3.0%
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+7.7%
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+7.3%
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+2.2%
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-2.6%
2016
Jan-4.9%
Feb+3.7%
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+4.2%
Mar-2.9%
Apr+2.7%
May+2.8%
Jun+5.3%
Jul-5.8%
Aug+1.5%
Sep-5.9%
Oct+3.9%
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+6.3%
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+5.9%
Apr+7.9%
May-3.4%
Jun+1.1%
Jul-9.2%
Aug-10.4%
Sep-16.2%
Oct+14.3%
Nov+2.8%
Dec+1.8%
2010
Jan-9.0%
Feb+9.8%
Mar+6.8%
Apr+2.0%
May-9.1%
Jun-6.4%
Jul+13.2%
Aug-7.4%
Sep+19.2%
Oct+2.0%
Nov+3.8%
Dec+4.4%
2009
Jan-5.9%
Feb-14.6%
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+5.1%
2008
Jan-13.2%
Feb-3.4%
Mar+1.7%
Apr+20.0%
May+5.8%
Jun-5.2%
Jul+3.1%
Aug-2.0%
Sep-16.4%
Oct-24.8%
Nov-0.8%
Dec+5.0%
2007
Jan+9.8%
Feb+0.2%
Mar-2.2%
Apr+3.5%
May+7.8%
Jun+2.3%
Jul-5.8%
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-7.6%
Aug-3.4%
Sep+2.5%
Oct+9.3%
Nov+2.3%
Dec-1.1%
2005
Jan-4.5%
Feb+2.4%
Mar+2.2%
Apr-7.4%
May+3.1%
Jun+0.5%
Jul+13.5%
Aug-0.4%
Sep-2.1%
Oct-5.7%
Nov+10.3%
Dec-6.8%
2004
Jan+0.6%
Feb+2.2%
Mar+2.0%
Apr+9.1%
May+0.9%
Jun+8.1%
Jul-6.3%
Aug-4.2%
Sep+10.5%
Oct+9.0%
Nov+8.4%
Dec+1.2%
2003
Jan-10.5%
Feb-4.9%
Mar+4.6%
Apr+10.5%
May+8.3%
Jun+5.0%
Jul+2.5%
Aug+4.8%
Sep-6.0%
Oct+2.3%
Nov+6.3%
Dec+5.3%
2002
Jan-1.0%
Feb+5.3%
Mar+3.3%
Apr-2.5%
May+5.4%
Jun-11.6%
Jul-6.6%
Aug0.0%
Sep-8.3%
Oct+5.7%
Nov+13.1%
Dec-3.7%
2001
Jan-8.0%
Feb+5.3%
Mar-9.2%
Apr+8.9%
May+3.0%
Jun+5.0%
Jul-4.4%
Aug+10.6%
Sep-22.7%
Oct+5.6%
Nov+4.4%
Dec+13.5%
2000
Jan-11.1%
Feb-7.9%
Mar+10.1%
Apr+15.3%
May+6.8%
Jun-5.4%
Jul+4.9%
Aug-7.9%
Sep-8.0%
Oct+16.0%
Nov+0.2%
Dec+2.5%
1999
Jan-6.3%
Feb+4.2%
Mar-0.9%
Apr+13.9%
May+5.2%
Jun+17.1%
Jul-13.8%
Aug+4.9%
Sep-4.3%
Oct-12.5%
Nov+12.0%
Dec+10.2%
1998
Jan-3.6%
Feb+2.1%
Mar+6.4%
Apr+1.0%
May+1.1%
Jun-6.7%
Jul-17.2%
Aug-26.3%
Sep+26.6%
Oct-2.1%
Nov+4.6%
Dec-9.5%
1997
Jan-5.5%
Feb+1.6%
Mar-7.5%
Apr+12.5%
May+11.9%
Jun+12.3%
Jul+6.8%
Aug-7.8%
Sep+6.2%
Oct-1.9%
Nov-0.8%
Dec+4.7%
1996
Jan-6.4%
Feb-3.7%
Mar+6.2%
Apr+1.4%
May-3.6%
Jun+0.4%
Jul-20.8%
Aug+23.9%
Sep-10.5%
Oct+13.8%
Nov+4.7%
Dec+1.1%
1995
Jan+0.4%
Feb+2.9%
Mar+3.0%
Apr+12.3%
May+1.8%
Jun-1.4%
Jul+31.5%
Aug-8.3%
Sep-11.2%
Oct+5.9%
Nov+8.9%
Dec-0.9%
1994
Jan+6.2%
Feb-2.0%
Mar-6.4%
Apr+9.0%
May+3.7%
Jun+0.2%
Jul-0.8%
Aug+3.8%
Sep-0.4%
Oct+7.5%
Nov-5.5%
Dec+2.8%
1993
Jan+10.8%
Feb+1.6%
Mar-4.0%
Apr+3.9%
May-0.9%
Jun+5.3%
Jul+3.6%
Aug+10.0%
Sep+3.4%
Oct+0.5%
Nov+2.0%
Dec+6.6%
1992
Jan+17.2%
Feb+4.6%
Mar-1.6%
Apr+2.9%
May+1.2%
Jun-4.7%
Jul+0.8%
Aug-14.7%
Sep+6.2%
Oct+8.6%
Nov+5.8%
Dec+12.9%
1991
Jan+22.5%
Feb+17.1%
Mar-1.6%
Apr+12.6%
May+2.0%
Jun+8.6%
Jul-4.8%
Aug-10.6%
Sep-1.6%
Oct+1.6%
Nov-1.6%
Dec+6.8%
1990
Jan-35.1%
Feb+8.3%
Mar+5.6%
Apr+9.9%
May+9.0%
Jun+4.9%
Jul0.0%
Aug-27.2%
Sep-4.3%
Oct+6.0%
Nov+3.5%
Dec-11.6%
1989
Jan—
Feb—
Mar—
Apr—
May—
Jun—
Jul+13.3%
Aug-4.6%
Sep+1.6%
Oct-4.7%
Nov+5.5%
Dec+7.3%
Avg
Jan-0.4%
Feb+1.1%
Mar+1.6%
Apr+4.9%
May+1.5%
Jun+1.4%
Jul+1.6%
Aug-1.8%
Sep-1.0%
Oct+1.8%
Nov+4.6%
Dec+1.6%
Median
Jan-2.2%
Feb+2.4%
Mar+2.2%
Apr+3.5%
May+2.0%
Jun+0.4%
Jul+2.5%
Aug-1.0%
Sep-0.7%
Oct+2.3%
Nov+4.6%
Dec+2.5%
Last 5Y Avg
Jan+2.8%
Feb-2.7%
Mar-2.1%
Apr-2.1%
May-1.2%
Jun+0.9%
Jul+4.3%
Aug-1.0%
Sep-2.7%
Oct+3.6%
Nov+4.4%
Dec+0.4%
Std Dev (σ)
Jan10.5%
Feb6.7%
Mar5.7%
Apr7.7%
May4.9%
Jun6.1%
Jul10.1%
Aug9.3%
Sep9.3%
Oct8.5%
Nov4.1%
Dec6.0%
Consistency (μ/σ)
Jan-0.03
Feb0.17
Mar0.28
Apr0.63
May0.31
Jun0.23
Jul0.16
Aug-0.19
Sep-0.11
Oct0.21
Nov1.14
Dec0.27
Win Rate (%)
Jan46%
Feb70%
Mar62%
Apr70%
May68%
Jun54%
Jul54%
Aug38%
Sep41%
Oct68%
Nov89%
Dec68%
Winning / Losing Months
Jan▲17▼20
Feb▲26▼11
Mar▲23▼14
Apr▲26▼11
May▲25▼12
Jun▲20▼17
Jul▲20▼17
Aug▲14▼23
Sep▲15▼22
Oct▲25▼12
Nov▲33▼4
Dec▲25▼12
Longest Win / Loss Streak
Jan▲5▼8
Feb▲8▼2
Mar▲6▼4
Apr▲12▼4
May▲9▼4
Jun▲3▼3
Jul▲5▼2
Aug▲2▼4
Sep▲2▼5
Oct▲7▼3
Nov▲17▼1
Dec▲8▼4
Best
Jan+22.5%1991
Feb+17.1%1991
Mar+13.2%2009
Apr+20.0%2008
May+11.9%1997
Jun+17.1%1999
Jul+31.5%1995
Aug+23.9%1996
Sep+26.6%1998
Oct+16.0%2000
Nov+13.4%2020
Dec+13.5%2001
Worst
Jan-35.1%1990
Feb-14.6%2009
Mar-9.5%2026
Apr-10.7%2023
May-9.1%2010
Jun-11.6%2002
Jul-20.8%1996
Aug-27.2%1990
Sep-22.7%2001
Oct-24.8%2008
Nov-5.5%1994
Dec-11.6%1990
-35.1%+31.5%
Frequently asked questions
Data & methodology
IDEX (IEX) Key Financials
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Income Statement
Balance Sheet
Cash Flow
Forecast & Valuation
Operations
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Deep-dives across the income statement, cash flow, capital return, and valuation
Overview
Income Statement
Capital Return
- Buybacks1.80% TTM
- Dividend Profile1.25% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History4 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.