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IDEX Corporation IEX

equity

Price History

$2.1$82.74$163.38$244.02
1989-06 · DCA start$2.81

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-50.3%-33.5%-16.8%0.0%
1989-062026-08 · -1.4%

Worst drawdown: −50%, peaking May 2008 and bottoming Feb 2009 — 31 months below the prior high before recovering.

DCA Backtest

Invested
$44,700
Value today
$743,702
Return
+1563.8%
Months invested
447

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $75,304 today, so the real (inflation-adjusted) return is +887.6%.

Lump sum instead — $44,700 all at once in Jun 1989: $3,819,521 (+8444.8%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Mar 2024): $3,642 on $3,000 invested (+21.4%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1989-06: +1563.8%

About IDEX Corporation

IDEX Corporation is a global industrial company based in Northbrook, Illinois. IDEX develops, designs, and manufactures fluidics systems, optics systems, fire and rescue equipment, and other specialty engineered products. As of February 2025, IDEX operated in approximately 20 countries and had approximately employed 9,000 employees. The company is publicly traded and a component of the S&P 500 index. (Wikipedia)

It's a listed company categorised under industrials and industrial machinery & supplies & components, with a market cap of about $17.7B.

It rates Medium-Low Risk at 1.8/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: market / volatility (2.7/5).

Scoring well: earnings quality at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(1.8/5)80% rated

How these ratings work

Market / Volatility2.7/5 · weight 20%
  • Annualised volatility (3yr)2/523.7
  • Max drawdown from ATH3/550.3
  • Beta vs S&P 5003/51.1
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5161.0m
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.0/5 · weight 20%
  • Debt / equity2/50.47
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality1.0/5 · weight 15%
  • 3yr EPS volatility1/58.5
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.