BKE vs. IMKTA
BKE (The Buckle, Inc.) and IMKTA (Ingles Markets, Incorporated) are both stocks. BKE operates in Apparel Retail (Consumer Cyclical), while IMKTA operates in Grocery Stores (Consumer Defensive). Over the past 10 years, BKE returned 15.75%/yr vs 10.32%/yr for IMKTA. At a 0.24 correlation, their price movements are largely independent.
Performance
BKE vs. IMKTA - Performance Comparison
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Returns By Period
In the year-to-date period, BKE achieves a -11.45% return, which is significantly lower than IMKTA's 30.42% return. Over the past 10 years, BKE has outperformed IMKTA with an annualized return of 15.75%, while IMKTA has yielded a comparatively lower 10.32% annualized return.
BKE
- 1D
- -1.49%
- 1M
- -10.50%
- YTD
- -11.45%
- 6M
- -12.81%
- 1Y
- 8.02%
- 3Y*
- 19.22%
- 5Y*
- 7.59%
- 10Y*
- 15.75%
IMKTA
- 1D
- -0.80%
- 1M
- 0.69%
- YTD
- 30.42%
- 6M
- 26.54%
- 1Y
- 41.55%
- 3Y*
- 3.05%
- 5Y*
- 9.22%
- 10Y*
- 10.32%
BKE vs. IMKTA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BKE The Buckle, Inc. | -11.45% | 13.95% | 17.49% | 15.02% | 10.91% | 49.40% | 25.01% | 55.19% | -7.63% | 15.42% |
IMKTA Ingles Markets, Incorporated | 30.42% | 7.44% | -24.70% | -9.77% | 12.58% | 104.80% | -8.75% | 78.27% | -19.72% | -26.73% |
Correlation
The correlation between BKE and IMKTA is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since May 11, 1992 | 0.24 |
The correlation between BKE and IMKTA shifts across timeframes, from 0.24 (all time) to 0.37 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BKE:
$4.36
IMKTA:
$7.32
BKE:
10.13
IMKTA:
12.17
BKE:
1.71
IMKTA:
0.24
BKE:
$1.31B
IMKTA:
$5.40B
BKE:
$642.36M
IMKTA:
$1.32B
BKE:
$292.93M
IMKTA:
$279.31M
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Return for Risk
BKE vs. IMKTA — Risk / Return Rank
BKE
IMKTA
BKE vs. IMKTA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Buckle, Inc. (BKE) and Ingles Markets, Incorporated (IMKTA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| BKE | IMKTA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.27 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | 3.57 | -3.23 |
| Martin ratioReturn relative to average drawdown | 0.80 | 7.94 | -7.14 |
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Drawdowns
BKE vs. IMKTA - Drawdown Comparison
The maximum BKE drawdown since its inception was -71.08%, roughly equal to the maximum IMKTA drawdown of -72.55%. Use the drawdown chart below to compare losses from any high point for BKE and IMKTA.
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Drawdown Indicators
| BKE | IMKTA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.08% | -72.55% | +1.47% |
Max Drawdown (1Y)Largest decline over 1 year | -23.78% | -11.70% | -12.08% |
Max Drawdown (3Y)Largest decline over 3 years | -33.91% | -31.98% | -1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -48.89% | -39.58% | -9.31% |
Max Drawdown (10Y)Largest decline over 10 years | -53.20% | -59.08% | +5.88% |
Current DrawdownCurrent decline from peak | -22.68% | -9.20% | -13.48% |
Average DrawdownAverage peak-to-trough decline | -27.70% | -23.70% | -4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.05% | 5.25% | +4.80% |
Volatility
BKE vs. IMKTA - Volatility Comparison
The Buckle, Inc. (BKE) has a higher volatility of 12.45% compared to Ingles Markets, Incorporated (IMKTA) at 8.08%. This indicates that BKE's price experiences larger fluctuations and is considered to be riskier than IMKTA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKE | IMKTA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.45% | 8.08% | +4.37% |
Volatility (6M)Calculated over the trailing 6-month period | 22.26% | 18.46% | +3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.20% | 26.59% | +2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.08% | 26.34% | +9.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.68% | 32.46% | +11.22% |
Dividends
BKE vs. IMKTA - Dividend Comparison
BKE's dividend yield for the trailing twelve months is around 9.97%, more than IMKTA's 0.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKE The Buckle, Inc. | 9.97% | 7.30% | 7.68% | 8.52% | 2.32% | 3.17% | 14.21% | 7.40% | 14.22% | 8.42% | 8.77% | 11.99% |
IMKTA Ingles Markets, Incorporated | 0.74% | 0.96% | 1.02% | 0.76% | 0.68% | 0.76% | 1.55% | 1.39% | 2.42% | 1.91% | 1.37% | 1.50% |
Financials
BKE vs. IMKTA - Financials Comparison
This section allows you to compare key financial metrics between The Buckle, Inc. and Ingles Markets, Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BKE and IMKTA have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BKE has higher volatility (12.45%) compared to IMKTA (8.08%). In terms of maximum drawdown, BKE dropped -71.08% vs IMKTA's -72.55%.
IMKTA currently has the higher Sharpe Ratio (1.57 vs 0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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