Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEX (IDEX Corporation) | 22.43% | 21.42% | 3.25% | 0.45% | 11.08% | 13.02% | 9.46% | … | … |
Data as of 06/04/2026, Common starting date is 06/02/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEX (IDEX Corporation) | 06/02/1989 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.98 | 21.42 | 3.25 | 0.45 | 11.08 | 13.02 | 9.46 | … | … | 22.43 | -13.69 | -2.35 | -3.80 | -2.22 | 19.82 | 17.22 | 37.94 | -3.16 | 48.53 | 19.50 | 0.04 | 6.98 | 61.31 | 27.87 | -3.54 | 27.80 | 31.53 | -32.08 | -22.13 | 18.57 | 4.31 | 2.29 | 38.47 | 3.63 | 14.40 | 20.26 | 23.98 | -29.75 | -12.54 | -2.15 | -3.55 | 18.18 | 50.53 | 41.79 | 57.65 | -37.04 | 15.38 |
| Sharpe Ratio | NA | 0.58 | -0.02 | -0.10 | 0.39 | NA | NA | … | … | 2.05 | -0.57 | -0.29 | -0.36 | -0.14 | 0.96 | 0.44 | 1.81 | -0.20 | 3.11 | 1.05 | 0.00 | 0.39 | 3.60 | 1.25 | -0.10 | 1.02 | 0.76 | -0.66 | -0.52 | 0.68 | 0.10 | 0.03 | 1.47 | 0.07 | 0.31 | 0.43 | 0.63 | -0.86 | -0.35 | -0.25 | -0.16 | 0.85 | 2.54 | 1.69 | 1.70 | -1.13 | 0.94 |
| Standard Deviation(%) | NA | 25.85 | 24.33 | 24.07 | 24.31 | NA | NA | … | … | 25.21 | 29.36 | 20.75 | 20.95 | 26.01 | 20.54 | 38.79 | 20.11 | 22.35 | 15.46 | 18.31 | 17.68 | 17.81 | 17.03 | 22.49 | 35.38 | 27.04 | 41.22 | 49.67 | 48.40 | 22.49 | 21.14 | 46.42 | 25.65 | 34.72 | 39.61 | 37.53 | 32.90 | 38.61 | 45.73 | 22.62 | 45.95 | 17.80 | 18.97 | 22.98 | 31.40 | 37.47 | 23.84 |
| Draw Down(%) | NA | 15.17 | 34.60 | 34.60 | 35.52 | NA | NA | … | … | 14.49 | 29.24 | 21.99 | 21.26 | 26.36 | 10.52 | 35.52 | 11.89 | 24.08 | 5.50 | 10.41 | 13.57 | 18.28 | 9.39 | 17.56 | 36.46 | 20.47 | 35.26 | 54.65 | 38.52 | 22.76 | 12.70 | 38.49 | 20.18 | 31.94 | 30.95 | 26.49 | 30.80 | 48.70 | 42.28 | 27.71 | 36.36 | 12.46 | 10.31 | 21.97 | 25.47 | 38.24 | 10.61 |
| Yield(%) | 0.00 | 1.58 | 1.44 | 1.15 | 2.52 | 4.17 | 4.61 | … | … | 0.80 | 1.37 | 1.26 | 1.10 | 1.01 | 1.09 | 1.15 | 1.54 | 1.26 | 1.59 | 1.77 | 1.59 | 1.47 | 1.86 | 2.06 | 1.66 | 1.80 | 1.85 | 1.35 | 2.33 | 3.10 | 2.74 | 5.38 | 8.39 | 8.30 | 9.00 | 9.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/02/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEX (IDEX Corporation) |
-24.17%
Feb 2006 – Feb 2009 |
-12.38%
Feb 2004 – Feb 2009 |
1.29%
Aug 1994 – Aug 2004 |
-0.95%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEX (IDEX Corporation) |
49.85%
Dec 1990 – Dec 1993 |
33.50%
Feb 2009 – Feb 2014 |
24.24%
Feb 2009 – Feb 2019 |
19.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart