The total return over the past 12 months is +50.13% vs. +23.67% for the S&P 500. So far it's up +33.13% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +47.94% | +1.56% | +0.59% | +9.91% | +12.94% | +11.00% |
| Total Return CAGR | +50.13% | +2.97% | +1.89% | +11.30% | +14.54% | +12.63% |
| Revenue CAGR | +7.32% | +2.53% | +7.19% | +5.72% | +5.27% | +6.13% |
| Net Income CAGR | +10.67% | (3.99%) | +4.35% | +5.96% | +7.39% | +7.50% |
| EPS CAGR | +12.60% | (6.13%) | +5.14% | +5.79% | +8.33% | +7.79% |
| Free Cash Flow CAGR | +9.28% | +4.02% | +5.13% | +6.75% | +10.85% | +7.91% |
| Operating Cash Flow CAGR | +11.06% | +3.07% | +5.03% | +6.81% | +10.08% | +7.76% |
| Dividends CAGR | +4.06% | +6.42% | +7.11% | +8.56% | +11.25% | +11.49% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
IDEX Corporation (IEX)
| Year | Start price | End price | IEX Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $177.94 | $234.46 | +33.13% | +14.00% | +19.13% |
| 2025 | $209.29 | $177.94 | (13.67%) | +17.72% | (31.39%) |
| 2024 | $217.11 | $209.29 | (2.36%) | +24.89% | (27.25%) |
| 2023 | $228.33 | $217.11 | (3.79%) | +26.19% | (29.98%) |
| 2022 | $236.32 | $228.33 | (2.23%) | (18.17%) | +15.94% |
| 2021 | $199.20 | $236.32 | +19.81% | +28.74% | (8.93%) |
| 2020 | $172.00 | $199.20 | +17.20% | +18.37% | (1.17%) |
| 2019 | $126.26 | $172.00 | +37.95% | +31.22% | +6.73% |
| 2018 | $131.97 | $126.26 | (3.16%) | (4.56%) | +1.40% |
| 2017 | $90.06 | $131.97 | +48.52% | +21.70% | +26.82% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
