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IBTX vs. ^SP500TR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between IBTX and ^SP500TR is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

IBTX vs. ^SP500TR

Last updated Jun 1, 2025

Compare and contrast key facts about Independent Bank Group, Inc. (IBTX) and S&P 500 Total Return (^SP500TR).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBTX or ^SP500TR.

Performance

IBTX vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Independent Bank Group, Inc. (IBTX) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

IBTX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

^SP500TR

YTD

1.06%

1M

5.63%

6M

-1.35%

1Y

13.52%

3Y*

14.41%

5Y*

15.94%

10Y*

12.85%

*Annualized

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Independent Bank Group, Inc.

S&P 500 Total Return

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

IBTX vs. ^SP500TR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IBTX
The Risk-Adjusted Performance Rank of IBTX is 6565
Overall Rank
The Sharpe Ratio Rank of IBTX is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of IBTX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of IBTX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of IBTX is 6666
Calmar Ratio Rank
The Martin Ratio Rank of IBTX is 6666
Martin Ratio Rank
^SP500TR
The Risk-Adjusted Performance Rank of ^SP500TR is 7575
Overall Rank
The Sharpe Ratio Rank of ^SP500TR is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SP500TR is 7474
Sortino Ratio Rank
The Omega Ratio Rank of ^SP500TR is 7777
Omega Ratio Rank
The Calmar Ratio Rank of ^SP500TR is 7777
Calmar Ratio Rank
The Martin Ratio Rank of ^SP500TR is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IBTX vs. ^SP500TR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Independent Bank Group, Inc. (IBTX) and S&P 500 Total Return (^SP500TR). 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.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Drawdowns

IBTX vs. ^SP500TR - Drawdown Comparison

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

IBTX vs. ^SP500TR - Volatility Comparison

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