IESC Performance Analysis - IES Holdings | -10.1% 12M Return

12M Return: -10.1% | -22.6% vs S&P 500 | Volatility: 103.3% | Relative Strength, Momentum & Peer Ranking

RS IBD 2.34
Top 95% in Peers
Idiosyncratic Score 7.14
Top 93% in Peers
Total Return 3m -54.5%
Top 1% in Peers
Total Return 12m -10.14%
Top 72% 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 ±3-0.42
VRO Trend ±10021.43
Drawdowns 3y
Max Drawdown63.33%
Median Drawdown8.62%
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 | -10.1% 12M Return

Detailed Performance Metrics Updated: 2026-11-12 03:55

Risk-Adjusted Return
CAGR 76.6%
CAGR / Max DD 1.21
CAGR / Mean DD 5.93
CAGR / Median DD 8.89
Market Sensitivity & Volatility
ATR % 10.43%
Beta 3.268
Beta Downside 2.458
Alpha -44.38%
CAPM 16.60%
Trend & Momentum
Current Price 177.32 USD
SMA 20 Distance +17.61%
SMA 50 Distance +54.62%
SMA 200 Distance +65.63%
RSI 14 32.9
EMA8 Dist. Percentile 61.5%
Distance to 52W High -55.73%
Hurst Exponent 0.399
Key Levels
Support / Resistance (price, strength)

-

Pivot Points (date, price, move %)

-

Structural Changepoints (date, price, move %)
2026-03-30: 220.9 2026-06-04: 371 (+68%) 2026-08-11: 390 (+5.11%) 2026-09-01: 300.6 (-22.93%) 2026-10-06: 341.8 (+13.72%) 2026-10-23: 213.5 (-37.53%) 2026-11-04: 169.1 (-20.83%)
Peer Rankings higher = better
METRIC IESC PERCENTILE RANK
RS IBD 2.34 5.2
Performance 1M -38.39% 3.1
Performance 3M -54.53% 1.0
Performance 6M -48.24% 11.5
Performance 12M -10.14% 28.1
Sharpe Ratio 0.20 40.6

Top Performer in Construction & Engineering 5 of 48 peers

Short Term Performance
SYMBOL 1W 1M 3M
LMB -0.43% 13.30% 24.70%
BAMNB 5.88% 15.68% 14.89%
ACM 3.01% 19.67% 5.32%
TPC 21.91% 21.38% 4.01%
AMRC 24.75% 26.90% 2.39%
IESC 4.88% -38.39% -54.53%
Long Term Performance
SYMBOL 6M 12M 5Y
BDT 47.46% 185.91% 774.98%
ARE 6.94% 101.62% 306.49%
BAMNB 40.77% 84.78% 443.35%
TPC 22.62% 62.37% 601.32%
ARCAD 34.07% 31.90% 25.68%
IESC -48.24% -10.14% 543.51%

Compare IESC vs S&P 500

Total Return vs S&P 500
PERIOD IESC S&P 500
1 Week 4.88% -0.91%
1 Month -38.39% -2.35%
3 Months -54.53% -1.15%
6 Months -48.24% 3.29%
12 Months -10.14% 12.45%
5 Years 543.51% 73.11%

FAQ

Does IESC outperform the market?

No, IESC underperforms the market. Over the past 12 months, IESC returned -10.14% compared to 12.45% for the S&P 500.

What is the IESC return over the last 12 months?

IESC has returned -10.14% over the past 12 months, including dividends. Over 3 months the return was -54.53%, and over 5 years 543.51%.

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 12.93%.

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%
Real Estate XLRE -20.8%
Financials XLF -22.1%
Industrials XLI -22.3%
Technology XLK -29.8%
Consumer Staples XLP -31.5%
Materials XLB -33.5%
Health Care XLV -37.6%
Energy XLE -52.6%

IESC vs Asset Classes 12m

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -22.6%
Emerging Market EEM -24%
Gold GLD -6.3%
Long-Term Bonds TLT -4.3%
Risk-Free Cash SHY -11.8%