Overview Performance Dividends Peer Group Options

(IEX) IDEX - Performance -28.6% in 12m

Compare IEX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 17.81%
#97 in Group
Rel. Strength 25.47%
#5773 in Universe
Total Return 12m -28.59%
#139 in Group
Total Return 5y 24.26%
#120 in Group
P/E 27.9
69th Percentile in Group
P/E Forward 22.2
68th Percentile in Group
PEG 1.72
54th Percentile in Group
FCF Yield 3.94%
95th Percentile in Group

12m Total Return: IEX (-28.6%) vs XLI (2.1%)

Compare overall performance (total returns) of IDEX with its related sector ETF XLI

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (IEX) IDEX - Performance -28.6% in 12m

Top Performers in Industrial Machinery & Supplies & Components

Short Term
Symbol 1w 1m 3m
IEX -8.29% -10.5% -18.5%
TKA -1.50% 9.66% 144%
SALT-B 6.24% 21.1% 54.4%
DEZ -12.9% 17.2% 58.0%
Long Term
Symbol 6m 12m 5y
IEX -19.5% -28.6% 24.3%
AZ 253% 413% 266%
DRX -30.5% -18.4% 964%
RKLB 93.4% 361% 83.6%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
NPO NYSE
Enpro Industries		 -16.2% -9.74% 285% 47.8 21.7 1.74 -47.6% -6.67%
G1A XETRA
GEA		 -1.96% 47% 212% 23.8 19.5 1.99 63.9% 13.3%
MWA NYSE
Mueller Water Products		 -3.49% 57.8% 231% 29.3 21.1 1.41 28.3% 14.1%
SXI NYSE
Standex International		 -18% -14.2% 233% 34.9 17.7 0.95 33.5% -12.6%
SU PA
Schneider Electric S.E.		 -11.6% -0.08% 179% 28.5 22.3 1.93 76.3% 37%
EPAC NYSE
Enerpac Tool		 -5.14% 21.6% 143% 27.7 22.1 0.34 86.1% 8.64%
SPXC NYSE
SPX		 -8.48% 4.59% 302% 30.2 21 1.17 19.7% 20.2%
PNR NYSE
Pentair		 -11.1% -1.27% 184% 23.4 18.3 1.52 44.1% 6.41%

Performance Comparison: IEX vs XLI vs S&P 500

XLI (Industrial Sector SPDR ETF) is the Sector Benchmark for IEX
Total Return (including Dividends) IEX XLI S&P 500
1 Month -10.53% -6.07% -7.79%
3 Months -18.52% -4.89% -9.06%
12 Months -28.59% 2.14% 4.64%
5 Years 24.26% 125.94% 117.94%
Trend Score (consistency of price movement) IEX XLI S&P 500
1 Month -58.2% 7.7% -5.5%
3 Months -89.3% -43.1% -61.9%
12 Months -27.7% 75.9% 82.8%
5 Years 45.7% 87.5% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLI vs. S&P 500
1 Month #111 -4.75% -2.97%
3 Month #126 -14.3% -10.4%
12 Month #139 -30.1% -31.8%
5 Years #120 -45.0% -43.0%

FAQs

Does IEX IDEX outperforms the market?

No, over the last 12 months IEX made -28.59%, while its related Sector, the Industrial Sector SPDR (XLI) made 2.14%.
Over the last 3 months IEX made -18.52%, while XLI made -4.89%.

Performance Comparison IEX vs Indeces and Sectors

IEX vs. Indices IEX is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -2.93% -2.74% -14.6% -33.2%
US NASDAQ 100 QQQ -1.86% -1.33% -13.4% -31.2%
US Dow Jones Industrial 30 DIA -4.10% -4.49% -16.7% -33.8%
German DAX 40 DAX -4.05% -4.21% -33.5% -46.1%
Shanghai Shenzhen CSI 300 CSI 300 -5.65% -9.73% -4.38% -36.7%
Hongkong Hang Seng HSI -6.44% -11.5% -11.1% -45.1%
India NIFTY 50 INDA -7.11% -17.6% -9.40% -28.3%
Brasil Bovespa EWZ -8.29% -19.6% -13.8% -17.3%

IEX vs. Sectors IEX is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -2.09% -2.43% -23.0% -41.6%
Consumer Discretionary XLY -2.23% -0.90% -17.6% -35.7%
Consumer Staples XLP -9.79% -9.25% -21.8% -41.5%
Energy XLE -1.69% -10.1% -15.0% -20.9%
Financial XLF -3.33% -3.04% -26.6% -44.9%
Health Care XLV -7.02% -6.59% -14.7% -29.6%
Industrial XLI -2.99% -4.46% -13.8% -30.7%
Materials XLB -4.18% -6.50% -8.08% -19.8%
Real Estate XLRE -6.82% -4.93% -14.3% -38.5%
Technology XLK -0.59% 0.03% -7.40% -23.4%
Utilities XLU -10.2% -10.7% -17.9% -53.5%
Aerospace & Defense XAR -3.31% -7.14% -19.5% -43.8%
Biotech XBI 0.35% -1.82% -0.34% -14.6%
Homebuilder XHB -1.24% -3.59% 5.48% -13.7%
Retail XRT -1.88% -2.0% -7.91% -17.0%

IEX vs. Commodities IEX is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -4.01% -9.07% -14.9% -17.5%
Natural Gas UNG -14.0% -8.80% -48.8% -68.1%
Gold GLD -9.87% -17.9% -36.2% -63.2%
Silver SLV -0.53% -11.0% -18.3% -45.4%
Copper CPER -2.38% -15.8% -25.2% -42.7%

IEX vs. Yields & Bonds IEX is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -12.0% -10.1% -16.4% -32.6%
iShares High Yield Corp. Bond HYG -7.41% -8.85% -20.1% -35.9%