IDEX (IEX) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in IDEX (IEX) ten years ago, at the end of Oct 2016, was worth $30,664 at the end of Oct 2026 with every dividend reinvested: 11.9% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $85,499 reinvested (12.1% a year), or $73,213 taking the dividends as cash, $8,491 of it paid out along the way.
IEX became
$85,499
S&P 500: $72,756
Return a year
12.1%
S&P 500: 11.1%
Payouts reinvested
$10,261
bought more shares
Worst drop
-49.5%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IEX total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +33.2% | $1,081 | +11.7% |
| 2025 | −13.7% | $991 | +17.7% |
| 2024 | −2.4% | $957 | +24.9% |
| 2023 | −3.8% | $888 | +26.2% |
| 2022 | −2.2% | $861 | −18.2% |
| 2021 | +19.8% | $732 | +28.7% |
| 2020 | +17.2% | $677 | +18.3% |
| 2019 | +37.9% | $645 | +31.2% |
| 2018 | −3.2% | $562 | −4.6% |
| 2017 | +48.5% | $488 | +21.7% |
| 2016 | +19.5% | $438 | +12.0% |
| 2015 | +0.0% | $392 | +1.2% |
| 2014 | +7.0% | $347 | +13.5% |
| 2013 | +61.3% | $292 | +32.3% |
| 2012 | +27.9% | $247 | +16.0% |
| 2011 | −3.5% | $203 | +1.9% |
| 2010 | +27.8% | $169 | +15.1% |
| 2009 | +31.5% | $145 | +26.4% |
| 2008 | −32.1% | $148 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IEX total return
Data as of · Source: SmarterDividends data
- $10,000 invested in IDEX (IEX) at the end of Dec 2007, with dividends reinvested, was worth $85,499 at the end of Oct 2026: 12.1% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IEX turned $10,000 into $30,664 with dividends reinvested, 11.9% a year.
- Over the 5 years to Oct 2026, IEX returned 2.3% a year with dividends reinvested (S&P 500: 12.0%).
- Taking IEX's dividends as cash instead of reinvesting them, the same $10,000 ended at $73,213, including $8,491 of cash received; reinvesting added $12,286.
- IEX's best calendar year in that time was 2013 (61.3%) and its worst 2008 (-32.1%), with dividends reinvested.
Cite this page
SmarterDividends, "IDEX (IEX) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IEX/total-return
IEX total return questions
If I invested $10,000 in IEX 10 years ago, how much would I have?
About $30,664 at the end of Oct 2026, with every dividend reinvested: 11.9% a year. Taking them as cash, you'd have shares worth $27,052 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IEX's total return since Dec 2007?
755% in total, or 12.1% a year, through Oct 2026 with dividends reinvested. The share price alone rose 547%.
How much of IEX's return came from dividends?
About 14% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $12,286 better off on a $10,000 start.
What was IEX's worst year?
2008, at -32.1% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -49.5%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.