IDEX Corporation (IEX) Growth of $10K (Lump Sum & DCA)IEXIDEX CorporationNYSEIndustrials$227.98$-2.45 -1.06%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$28,605+$18,605 · +186.05%
Total invested$10,000
Annualised (CAGR)+11.10%
Max drawdown-33.80%
SIP · Monthly122 contributions
$100 every month
$17,790+$5,590 · +45.82%
Total invested$12,200
Money-weighted (XIRR)+7.35%
Max drawdown-31.07%
SIP · Biweekly261 contributions
$100 every two weeks
$38,070+$11,970 · +45.86%
Total invested$26,100
Money-weighted (XIRR)+7.38%
Max drawdown-31.34%
Best 12-month stretch+72.96%Mar 2020 → Mar 2021
Worst 12-month stretch-31.23%Apr 2024 → Mar 2025
Deepest drawdown-33.80%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$2,440on $10,000, trailing 10 years
Growth of your contributions
It would be worth$46,396after your settings in IEX
Profit+$24,196+108.99% on money in
Annualised return+10.01%Money-weighted (XIRR)
Deepest dip-32.86%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+1.90% | +2.19% | +20.51% | +38.54% | +4.90% p.a. | +2.81% p.a. | +11.10% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +0.01% | +48.53% | -0.79% | +35.24% | +16.70% | +19.82% | -2.22% | -3.80% | -3.41% | -12.20% | +28.66% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,295 | -$5 | -0.05% |
| 2017 | $11,500 | $16,767 | +$5,267 | +45.80% |
| 2018 | $12,800 | $17,848 | +$5,048 | +39.44% |
| 2019 | $14,000 | $25,460 | +$11,460 | +81.86% |
| 2020 | $15,200 | $31,158 | +$15,958 | +104.99% |
| 2021 | $16,400 | $38,653 | +$22,253 | +135.69% |
| 2022 | $17,600 | $39,159 | +$21,559 | +122.50% |
| 2023 | $18,800 | $38,894 | +$20,094 | +106.88% |
| 2024 | $20,100 | $38,826 | +$18,726 | +93.16% |
| 2025 | $21,300 | $35,301 | +$14,001 | +65.73% |
| 2026 (YTD) | $22,200 | $46,396 | +$24,196 | +108.99% |