Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
^IBEX Performance Chart
IBEX 35 Index (^IBEX) is up 5.0% since the beginning of the year. ^IBEX is currently trading at €18,176 per share. Investors who bought €1,000 worth of ^IBEX shares 5 years ago would now be looking at an investment worth €2,000.
Loading charts...
Returns By Period
IBEX 35 Index (^IBEX) has returned 5.02% so far this year and 28.65% over the past 12 months. Over the last ten years, ^IBEX has returned 7.52% per year, falling short of the S&P 500 Index benchmark, which averaged 13.42% annually.
IBEX 35 Index
- 1D
- -0.53%
- 1M
- 4.72%
- YTD
- 5.02%
- 6M
- 9.59%
- 1Y
- 28.65%
- 3Y*
- 24.95%
- 5Y*
- 14.87%
- 10Y*
- 7.52%
Benchmark (S&P 500 Index)
- 1D
- -0.52%
- 1M
- 5.65%
- YTD
- 11.67%
- 6M
- 10.88%
- 1Y
- 24.00%
- 3Y*
- 17.62%
- 5Y*
- 13.35%
- 10Y*
- 13.42%
^IBEX Monthly Returns History
Based on dividend-adjusted daily data since Sep 6, 1991, ^IBEX's average daily return is +0.03%, while the average monthly return is +0.62%. At this rate, an investment would double in approximately 9.3 years.
Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +25.2%, while the worst month was Mar 2020 at -22.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 7 months.
On a daily basis, ^IBEX closed higher 53% of trading days. The best single day was May 10, 2010 with a return of +14.4%, while the worst single day was Mar 12, 2020 at -14.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.31% | 2.68% | -7.14% | 4.29% | 3.27% | -1.02% | 5.02% | ||||||
| 2025 | 6.67% | 7.91% | -1.59% | 1.16% | 6.51% | -1.13% | 2.90% | 3.74% | 3.61% | 3.60% | 2.11% | 5.72% | 49.27% |
| 2024 | -0.24% | -0.76% | 10.73% | -1.99% | 4.31% | -3.34% | 1.11% | 3.04% | 4.17% | -1.72% | -0.27% | -0.40% | 14.78% |
| 2023 | 9.78% | 3.99% | -1.73% | 0.09% | -2.06% | 6.00% | 0.51% | -1.41% | -0.82% | -4.36% | 11.54% | 0.44% | 22.76% |
| 2022 | -1.16% | -1.55% | -0.40% | 1.65% | 3.11% | -8.50% | 0.71% | -3.31% | -6.59% | 8.00% | 5.11% | -1.60% | -5.56% |
| 2021 | -3.92% | 6.03% | 4.32% | 2.74% | 3.79% | -3.58% | -1.65% | 1.97% | -0.57% | 2.97% | -8.31% | 4.92% | 7.93% |
Benchmark Metrics
IBEX 35 Index has an annualized alpha of -1.92%, beta of 0.51, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since September 09, 1991.
- This index participated in 75.93% of S&P 500 Index downside but only 44.97% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.51 may look defensive, but with R2 of 0.19 this index is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this index's risk.
- R2 of 0.19 means this index moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -1.92%
- Beta
- 0.51
- R²
- 0.19
- Upside Capture
- 44.97%
- Downside Capture
- 75.93%
Return for Risk
Risk / Return Rank
^IBEX ranks 65 for risk / return — better than 65% of indices on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for IBEX 35 Index (^IBEX) and compare them to S&P 500 Index.
| ^IBEX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.36 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | 3.19 | -0.29 |
| Martin ratioReturn relative to average drawdown | 9.61 | 11.89 | -2.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the IBEX 35 Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the IBEX 35 Index was 62.65%, occurring on Jul 24, 2012. Recovery took 3395 trading sessions.
The current IBEX 35 Index drawdown is 1.73%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2012 bear market2012 | -62.65%Jul 2012 | 4y 8mo | 13y 3mo | 17y 11moNov 2007 - Oct 2025 |
Dot-com crash2000–2002 | -58.14%Oct 2002 | 2y 7mo | 3y 11mo | 6y 6moMar 2000 - Sep 2006 |
1998 bear market1998 | -34.87%Oct 1998 | 2mo 13d | 1y 1mo | 1y 4moJul 1998 - Nov 1999 |
1992 bear market1992 | -34.44%Oct 1992 | 1y 12d | 7mo 24d | 1y 8moSep 1991 - May 1993 |
1995 bear market1995 | -28.02%Mar 1995 | 1y 1mo | 1y 27d | 2y 2moFeb 1994 - Apr 1996 |
Drawdown Indicators
| ^IBEX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.65% | -51.62% | -11.03% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -7.57% | -2.07% |
Max Drawdown (3Y)Largest decline over 3 years | -12.60% | -23.99% | +11.39% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -23.99% | +2.23% |
Max Drawdown (10Y)Largest decline over 10 years | -45.16% | -33.42% | -11.74% |
Current DrawdownCurrent decline from peak | -1.73% | -0.52% | -1.21% |
Average DrawdownAverage peak-to-trough decline | -28.32% | -9.08% | -19.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.02% | +0.88% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with ^IBEX
Add IBEX 35 Index to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with ^IBEX