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Ingles Markets, Incorporated (IMKTA)

Equity · Currency in USD
Sector
Consumer Defensive
Industry
Grocery Stores
ISIN
US4570301048
CUSIP
457030104

IMKTAPrice Chart


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IMKTAPerformance

The chart shows the growth of $10,000 invested in Ingles Markets, Incorporated on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $70,633 for a total return of roughly 606.33%. All prices are adjusted for splits and dividends.


IMKTA (Ingles Markets, Incorporated)
Benchmark (S&P 500)

IMKTAReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-11.78%-7.73%
1M-12.03%-5.40%
6M29.40%0.70%
1Y77.28%14.18%
5Y12.42%14.13%
10Y18.66%12.84%

IMKTAMonthly Returns Heatmap


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IMKTASharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Ingles Markets, Incorporated Sharpe ratio is 2.68. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IMKTA (Ingles Markets, Incorporated)
Benchmark (S&P 500)

IMKTADividends

Ingles Markets, Incorporated granted a 0.87% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $0.66 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.66$0.66$0.66$0.66$0.66$0.66$0.66$0.66$0.66$0.50$1.46$0.64$0.81

Dividend yield

0.87%0.77%1.57%1.43%2.55%2.05%1.50%1.67%2.01%2.12%10.01%5.44%5.62%

IMKTADrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IMKTA (Ingles Markets, Incorporated)
Benchmark (S&P 500)

IMKTAWorst Drawdowns

The table below shows the maximum drawdowns of the Ingles Markets, Incorporated. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Ingles Markets, Incorporated is 61.85%, recorded on Aug 29, 2017. It took 866 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.85%Nov 27, 2015442Aug 29, 2017866Feb 8, 20211308
-29.16%Dec 7, 2010208Oct 3, 2011330Jan 28, 2013538
-24.17%Apr 9, 201519May 5, 201571Aug 14, 201590
-22.32%Jul 26, 2013135Feb 6, 2014202Nov 24, 2014337
-20.68%Aug 18, 201528Sep 25, 201541Nov 23, 201569
-16.63%Apr 26, 201010May 7, 201099Sep 28, 2010109
-16.52%Dec 16, 202125Jan 21, 2022
-15.67%Jan 21, 20151Jan 21, 201530Mar 5, 201531
-13.42%May 7, 202137Jun 29, 202130Aug 11, 202167
-12.2%Jan 5, 201026Feb 10, 201024Mar 17, 201050

IMKTAVolatility Chart

Current Ingles Markets, Incorporated volatility is 23.49%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IMKTA (Ingles Markets, Incorporated)
Benchmark (S&P 500)

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