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IR: Ingersoll Rand Inc. (STOCK)
Basic Info 72.25 0.24(0.33%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/12/2017 |
| Last Dividend Date: | 05/14/2026 |
| 12-Mo. Yield | 0.10% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 05/12/2017 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | -8.8 | -11.7 | 6.1 | 8.1 | 17.6 | -12.3 | 17.1 | 48.2 | -15.4 | 35.8 | 29.3 | 92.9 | -35.3 | 69.2 |
| Sharpe Ratio | NA | -0.59 | -0.43 | 0.1 | 0.19 | 0.46 | -0.46 | 0.51 | 1.84 | -0.49 | 1.29 | 0.56 | 2.79 | -1.01 | 3.86 |
| Draw Down(%) | NA | 30.6 | 30.6 | 36.6 | 36.6 | 49.1 | 29.1 | 14.1 | 15.3 | 35.5 | 13.3 | 49.1 | 24.2 | 44.7 | 14.4 |
| Standard Deviation(%) | NA | 37.0 | 33.1 | 29.4 | 30.1 | 34.3 | 33.0 | 26.2 | 24.5 | 34.7 | 27.7 | 51.3 | 32.8 | 36.4 | 33.2 |
| Treynor Ratio | NA | -0.16 | -0.1 | 0.02 | 0.05 | 0.14 | -0.13 | 0.11 | 0.38 | -0.15 | 0.3 | 0.28 | 0.75 | -0.3 | 0.84 |
| Alpha | NA | -0.16 | -0.15 | -0.06 | -0.02 | 0.02 | -0.12 | -0.03 | 0.06 | 0.04 | 0.01 | 0.06 | 0.15 | -0.13 | 0.23 |
| Beta | NA | 1.32 | 1.39 | 1.22 | 1.19 | 1.13 | 1.22 | 1.23 | 1.19 | 1.13 | 1.2 | 1.02 | 1.21 | 1.22 | 1.53 |
| RSquared | NA | 0.25 | 0.26 | 0.38 | 0.45 | 0.38 | 0.49 | 0.36 | 0.4 | 0.62 | 0.32 | 0.48 | 0.2 | 0.33 | 0.1 |
| Yield(%) | N/A | 0.1 | 0.1 | 0.1 | 0.2 | N/A | 0.1 | 0.1 | 0.2 | 0.1 | 0.0 | 2.9 | 10.1 | 5.8 | 6.2 |
| Dividend Growth(%) | N/A | -50.0 | 0.0 | 71.4 | N/A | N/A | 0.0 | 0.0 | 0.0 | 300.0 | -98.1 | -50.0 | 8.2 | 50.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/12/2017
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Related 401K Plans
| 1. Ingersoll-Rand Company Employee Savings Plan | (65%) |
| 2. INGERSOLL-RAND COMPANY EMPLOYEE SAVINGS PLAN FOR BARGAINED EMPLOYEES | (0%) |
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