IESC Performance Analysis - IES Holdings | -10.5% 12M Return

12M Return: -10.5% | -22.5% vs S&P 500 | Volatility: 101.8% | Relative Strength, Momentum & Peer Ranking

RS IBD 2.75
Top 95% in Peers
Idiosyncratic Score 7.57
Top 93% in Peers
Total Return 3m -54.5%
Top 1% in Peers
Total Return 12m -10.51%
Top 70% in Peers
P/E
P/E Trailing14.1
P/E Forward208
High / Low 52w
52 Week High400.50 USD
52 Week Low142.66 USD
Sentiment
Buy Signal ±3-0.41
VRO Trend ±10020.24
Drawdowns 3y
Max Drawdown63.33%
Median Drawdown8.65%
Compare vs 48 peers in Construction & Engineering
Total Return: IESC vs Peers Total Return of IES Holdings versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for IESC Performance Analysis - IES Holdings | -10.5% 12M Return

Detailed Performance Metrics Updated: 2026-11-13 03:55

Risk-Adjusted Return
CAGR 76.2%
CAGR / Max DD 1.20
CAGR / Mean DD 5.86
CAGR / Median DD 8.81
Market Sensitivity & Volatility
ATR % 10.01%
Beta 3.283
Beta Downside 2.481
Alpha -42.14%
CAPM 16.65%
Trend & Momentum
Current Price 174.17 USD
SMA 20 Distance +17.86%
SMA 50 Distance +55.94%
SMA 200 Distance +68.44%
RSI 14 32.2
EMA8 Dist. Percentile 54.6%
Distance to 52W High -56.51%
Hurst Exponent 0.395
Key Levels
Support / Resistance (price, strength)

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Pivot Points (date, price, move %)

-

Structural Changepoints (date, price, move %)
2026-03-12: 217.8 2026-06-04: 371 (+70.4%) 2026-08-11: 390 (+5.11%) 2026-09-01: 300.6 (-22.93%) 2026-10-06: 341.8 (+13.72%) 2026-10-22: 220.8 (-35.42%) 2026-10-29: 223.8 (+1.38%) 2026-11-05: 145.6 (-34.95%)
Peer Rankings higher = better
METRIC IESC PERCENTILE RANK
RS IBD 2.75 5.2
Performance 1M -39.48% 3.1
Performance 3M -54.54% 1.0
Performance 6M -49.18% 9.4
Performance 12M -10.51% 30.2
Sharpe Ratio 0.20 45.8

Top Performer in Construction & Engineering 5 of 48 peers

Short Term Performance
SYMBOL 1W 1M 3M
LMB 3.94% 10.93% 26.03%
ACM 5.08% 19.43% 15.46%
BAMNB 7.26% 15.25% 13.41%
ARCAD 0.81% 16.15% 10.63%
TPC 22.58% 20.17% 4.46%
IESC 19.64% -39.48% -54.54%
Long Term Performance
SYMBOL 6M 12M 5Y
BDT 52.28% 181.72% 772.25%
ARE 11.38% 105.97% 300.05%
BAMNB 46.28% 82.65% 441.33%
TPC 21.55% 61.65% 594.33%
ARCAD 37.61% 30.42% 26.16%
IESC -49.18% -10.51% 532.08%

Overall Best Picks of Peer Group GARP Metrics

SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS cagr
NWPX NASDAQ
NWPX Infrastructure		 841M -7.99% 56.88% 209.67% 16.0 16.9 1.53 36.82%
HEIJM AS
Koninklijke Heijmans		 2.49B 8.26% 58.58% 665.19% 15.6 11.7 2.07 -%

Compare IESC vs S&P 500

Total Return vs S&P 500
PERIOD IESC S&P 500
1 Week 19.64% 3.29%
1 Month -39.48% -2.70%
3 Months -54.54% -1.75%
6 Months -49.18% 3.09%
12 Months -10.51% 11.99%
5 Years 532.08% 72.50%

FAQ

Does IESC outperform the market?

No, IESC underperforms the market. Over the past 12 months, IESC returned -10.51% compared to 11.99% for the S&P 500.

What is the IESC return over the last 12 months?

IESC has returned -10.51% over the past 12 months, including dividends. Over 3 months the return was -54.54%, and over 5 years 532.08%.

How risky is IESC?

IESC has relatively low risk with a maximum drawdown of 63.33% over the past 3 years. The average drawdown is 13.00%.

IESC vs Sectors 12m

Relative Performance vs S&P Sectors Sorted by outperformance, Positive = IESC beats sector.
SECTOR ETF DIFFERENCE 12M
Communication Services XLC -6.4%
Communication Services XLC -6.4%
Consumer Discretionary XLY -12.6%
Financials XLF -20.7%
Industrials XLI -21.5%
Real Estate XLRE -21.5%
Technology XLK -29.4%
Materials XLB -31.4%
Consumer Staples XLP -31.5%
Health Care XLV -35.5%
Energy XLE -57.1%

IESC vs Asset Classes 12m

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -22.5%
Emerging Market EEM -22.7%
Gold GLD -2.4%
Long-Term Bonds TLT -3.1%
Risk-Free Cash SHY -12%