Performance analysis of Ingles Markets (IMKTA)
Annual Return
Over the past 3 years, IMKTA has had an average annual return of +3.32%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, IMKTA has had an average annual return of +9.67%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IMKTA has had an average annual return of +10.05%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, IMKTA has had an average annual return of +11.20%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +31.61% | +7.45% | -24.71% | -9.77% | +12.58% | +104.80% | -8.75% | +78.26% | -19.71% | -26.72% | +11.02% | +20.55% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +40.50% | +60.27% | +25.09% | -18.52% | +32.39% | -10.31% | -28.73% | -13.07% | +97.17% | +30.81% | +27.70% | -3.88% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +2.37% | +25.72% | -3.68% | -9.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.46% | +13.68% | +5.63% | +1.93% | -3.29% | +0.14% | +1.44% | +31.61% | |||||
| 2025 | +3.03% | -7.22% | +6.01% | -5.04% | +0.99% | +1.73% | -0.47% | +7.56% | +2.76% | -0.43% | +11.32% | -10.88% | +7.45% |
| 2024 | -2.27% | -8.59% | -0.43% | -6.22% | +1.94% | -6.19% | +18.40% | -8.70% | +0.81% | -14.16% | +15.72% | -12.80% | -24.71% |
| 2023 | -1.34% | -5.89% | -0.78% | +3.96% | -12.79% | +2.96% | +2.81% | -7.87% | -3.58% | +6.72% | +1.74% | +5.82% | -9.77% |
| 2022 | -10.73% | +6.88% | +8.31% | +4.76% | -4.36% | -2.59% | +10.25% | -8.31% | -9.51% | +19.38% | +7.13% | -4.59% | +12.58% |
| 2021 | +11.92% | +9.25% | +18.65% | -0.32% | +1.06% | -5.92% | +2.85% | +13.60% | -2.74% | +5.04% | +10.97% | +12.45% | +104.80% |
| 2020 | -11.94% | -14.20% | +1.09% | +13.39% | +4.36% | +1.08% | -6.17% | +0.37% | -5.84% | -5.33% | +4.82% | +13.49% | -8.75% |
| 2019 | +5.45% | +9.04% | -11.25% | -0.01% | +8.60% | +4.43% | +1.65% | +23.51% | -0.05% | +1.89% | +12.71% | +6.91% | +78.26% |
| 2018 | -2.42% | -4.17% | +5.12% | +1.67% | -16.20% | +10.80% | -5.94% | +20.84% | -4.73% | -3.33% | -11.69% | -6.43% | -19.71% |
| 2017 | -5.61% | +3.53% | -7.90% | +8.64% | -21.63% | -9.02% | -10.98% | -25.59% | +17.08% | -8.74% | +19.10% | +24.68% | -26.72% |
Drawdown analysis of Ingles Markets (IMKTA)
The maximum drawdown for the IMKTA was -72.55%, occurring on Mar 9, 2009. Recovery took 1454 trading sessions.
The current IMKTA drawdown is -8.36%.
Since Nov 1, 1999 IMKTA has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 9 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.55% | Feb 16, 2007 | 517 | Mar 9, 2009 | 1454 | Dec 15, 2014 | 1971 |
| -61.86% | Nov 25, 2015 | 442 | Aug 29, 2017 | 866 | Feb 8, 2021 | 1308 |
| -39.58% | Dec 12, 2022 | 662 | Aug 5, 2025 | Ongoing | Ongoing | Ongoing |
| -28.99% | Nov 1, 1999 | 132 | May 10, 2000 | 182 | Jan 30, 2001 | 314 |
| -24.18% | Apr 8, 2015 | 19 | May 5, 2015 | 71 | Aug 14, 2015 | 90 |
| -21.43% | Aug 30, 2001 | 402 | Apr 11, 2003 | 192 | Jan 15, 2004 | 594 |
| -21.23% | Aug 23, 2022 | 27 | Sep 30, 2022 | 41 | Nov 29, 2022 | 68 |
| -20.68% | Aug 17, 2015 | 28 | Sep 25, 2015 | 41 | Nov 23, 2015 | 69 |
| -20.47% | Apr 10, 2001 | 35 | May 31, 2001 | 41 | Jul 30, 2001 | 76 |
| -16.52% | Dec 15, 2021 | 25 | Jan 21, 2022 | 29 | Mar 4, 2022 | 54 |
| -16.04% | Apr 19, 2022 | 42 | Jun 17, 2022 | 45 | Aug 23, 2022 | 87 |
| -15.67% | Jan 20, 2015 | 1 | Jan 21, 2015 | 30 | Mar 5, 2015 | 31 |
| -14.13% | Jan 16, 2004 | 14 | Feb 6, 2004 | 146 | Sep 7, 2004 | 160 |
| -13.42% | May 6, 2021 | 37 | Jun 29, 2021 | 30 | Aug 11, 2021 | 67 |
| -12.13% | May 5, 2006 | 6 | May 15, 2006 | 51 | Jul 27, 2006 | 57 |
| -11.04% | Nov 18, 2005 | 55 | Feb 9, 2006 | 6 | Feb 17, 2006 | 61 |
| -10.63% | Feb 12, 2001 | 5 | Feb 20, 2001 | 17 | Mar 15, 2001 | 22 |
| -10.43% | Apr 19, 2005 | 20 | May 17, 2005 | 27 | Jun 24, 2005 | 47 |
| -9.74% | Feb 11, 2005 | 22 | Mar 16, 2005 | 23 | Apr 19, 2005 | 45 |
| -9.38% | Aug 2, 2005 | 15 | Aug 23, 2005 | 31 | Oct 6, 2005 | 46 |
| -9.12% | Sep 2, 2021 | 11 | Sep 20, 2021 | 32 | Nov 3, 2021 | 43 |
| -9.01% | Dec 16, 2004 | 13 | Jan 5, 2005 | 22 | Feb 7, 2005 | 35 |
| -8.87% | Nov 16, 2006 | 22 | Dec 19, 2006 | 8 | Jan 3, 2007 | 30 |
| -7.03% | Oct 19, 2006 | 13 | Nov 7, 2006 | 6 | Nov 15, 2006 | 19 |
| -6.90% | Oct 21, 2005 | 4 | Oct 27, 2005 | 8 | Nov 8, 2005 | 12 |