Highlights
- Avg. Volume (1M)
- 5M
- Avg. Volume Value (1M)
- €96.87B
Share Price Chart
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Performance
^IBEX Performance Chart
IBEX 35 Index (^IBEX) is up 14.2% since the beginning of the year. ^IBEX is currently trading at €19,758 per share. Investors who bought €1,000 worth of ^IBEX shares 5 years ago would now be looking at an investment worth €2,277.
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Returns By Period
IBEX 35 Index (^IBEX) has returned 14.15% so far this year and 39.86% over the past 12 months. Over the last ten years, ^IBEX has returned 9.09% per year, falling short of the S&P 500 Index benchmark, which averaged 12.95% annually.
IBEX 35 Index
- 1D
- 0.00%
- 1M
- -0.48%
- 6M
- 10.50%
- YTD
- 14.15%
- 1Y
- 39.86%
- 3Y*
- 27.63%
- 5Y*
- 17.89%
- 10Y*
- 9.09%
- ALL TIME*
- 6.06%
Benchmark (S&P 500 Index)
- 1D
- 0.69%
- 1M
- -0.73%
- 6M
- 10.94%
- YTD
- 11.48%
- 1Y
- 20.66%
- 3Y*
- 16.08%
- 5Y*
- 11.89%
- 10Y*
- 12.95%
- ALL TIME*
- 10.31%
^IBEX Monthly Returns History
Based on dividend-adjusted daily data since Jul 12, 1993, ^IBEX's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 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 8 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% | 6.04% | 1.47% | 14.15% | |||||
| 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 -2.04%, beta of 0.51, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since July 12, 1993.
- This index participated in 76.66% of S&P 500 Index downside but only 44.74% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.51 may look defensive, but with R2 of 0.20 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 0.20 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
- -2.04%
- Beta
- 0.51
- R²
- 0.20
- Upside Capture
- 44.74%
- Downside Capture
- 76.66%
Return for Risk
Risk / Return Rank
^IBEX ranks 95 for risk / return — above 95% of indices peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for IBEX 35 Index (^IBEX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ^IBEX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.25 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 3.81 | 2.25 | +1.56 |
| Martin ratioReturn relative to average drawdown | 12.72 | 8.33 | +4.38 |
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.
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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 3390 trading sessions.
The current IBEX 35 Index drawdown is 0.48%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-62.65%Jul 2012 | 4y 8mo | 13y 3mo | 17y 11moNov 2007 - Oct 2025 | — |
-58.14%Oct 2002 | 2y 7mo | 3y 11mo | 6y 6moMar 2000 - Sep 2006 | Dot-com crash2000–2002 |
-34.76%Oct 1998 | 2mo 17d | 1y 1mo | 1y 4moJul 1998 - Nov 1999 | — |
-28.02%Mar 1995 | 1y 1mo | 1y 27d | 2y 2moFeb 1994 - Apr 1996 | — |
-17.49%Oct 1997 | 26d | 2mo 3d | 2mo 29dOct 1997 - Dec 1997 | — |
Drawdown Indicators
| ^IBEX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.65% | -48.59% | -14.06% |
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 | -20.93% | -23.99% | +3.06% |
Max Drawdown (10Y)Largest decline over 10 years | -45.16% | -33.42% | -11.74% |
Current DrawdownCurrent decline from peak | -0.48% | -2.09% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -29.17% | -7.93% | -21.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.06% | +0.84% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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