Ibotta, Inc. (IBTA) Stock Total Returns
Growth of $10,000 chart
2024-04-19 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$3,322
Total Return
-66.78%
CAGR
-40.51%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -2.36% |
| Median | -2.38% |
| Best | +45.68% |
| Worst | -56.41% |
| % of Windows Positive | 45.0% |
1-Year (252 Trading Days)
| Average | -50.13% |
| Median | -50.84% |
| Best | -20.83% |
| Worst | -73.38% |
| % of Windows Positive | 0.0% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -82.48% |
| Average Drawdown | -55.61% |
| Drawdown Duration | 529 Trading Days (Unrecovered) |
| Sortino Ratio | -0.39 |
| Calmar Ratio | -0.49 |
| CVaR (5%) | -10.78% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +43.25% (+134.53% ann.) | +$4324.67 | $0.00 | $0.00 | $0.00 |
| 2025 | -65.07% | $6507.37 | $0.00 | $0.00 | $0.00 |
| 2024 partial | -33.59% (-44.24% ann.) | $3359.18 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | April 19, 2024 – September 17, 2024 | -38.35% | -68.96% | $3834.69 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -46.88% | -30.98% | $4687.55 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.