Ingles Markets, Incorporated (IMKTA) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$15,027
Total Return
50.27%
CAGR
8.49%
Dividends
$537.32
Yield on Cost
5.37%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.94% |
| Median | +0.12% |
| Best | +28.25% |
| Worst | -18.06% |
| % of Windows Positive | 50.9% |
1-Year (252 Trading Days)
| Average | +2.74% |
| Median | -5.97% |
| Best | +71.16% |
| Worst | -27.91% |
| % of Windows Positive | 37.0% |
3-Year (756 Trading Days)
| Average | -10.16% |
| Median | -15.90% |
| Best | +39.46% |
| Worst | -37.66% |
| % of Windows Positive | 26.1% |
Risk Metrics
| Maximum Drawdown | -39.88% |
| Average Drawdown | -18.21% |
| Drawdown Duration | 835 Trading Days (Unrecovered) |
| Sortino Ratio | 0.65 |
| Calmar Ratio | 0.21 |
| CVaR (5%) | -3.67% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +32.58% (+169.27% ann.) | +$3258.41 | $48.19 | $9.64 | $0.08 |
| 2025 | +7.23% | +$723.11 | $102.74 | $20.55 | $0.17 |
| 2024 | -24.85% | $2484.71 | $76.61 | $15.32 | $0.12 |
| 2023 | -9.91% | $990.92 | $68.57 | $13.71 | $0.11 |
| 2022 | +12.40% | +$1240.43 | $76.61 | $15.32 | $0.12 |
| 2021 | +104.31% | +$10431.08 | $155.32 | $31.07 | $0.25 |
| 2020 | -9.05% | $904.65 | $139.56 | $27.91 | $0.22 |
| 2019 | +77.50% | +$7750.00 | $244.13 | $48.83 | $0.39 |
| 2018 | -20.04% | $2004.12 | $191.89 | $38.38 | $0.31 |
| 2017 | -26.99% | $2699.43 | $137.83 | $27.57 | $0.22 |
| 2016 | +10.64% | +$1063.64 | $150.51 | $30.10 | $0.24 |
| 2015 | +20.21% | +$2020.62 | $178.74 | $35.75 | $0.29 |
| 2014 | +39.76% | +$3976.17 | $245.42 | $49.08 | $0.39 |
| 2013 | +59.62% | +$5961.52 | $288.48 | $57.69 | $0.46 |
| 2012 | +22.93% | +$2292.68 | $1009.60 | $201.93 | $1.62 |
| 2011 | -19.14% | $1913.70 | $347.44 | $69.49 | $0.55 |
| 2010 | +32.45% | +$3245.18 | $553.94 | $110.79 | $0.89 |
| 2009 | -11.06% | $1106.45 | $379.87 | $75.97 | $0.61 |
| 2008 | -29.13% | $2913.13 | $262.01 | $52.40 | $0.42 |
| 2007 | -13.41% | $1341.28 | $222.78 | $44.56 | $0.36 |
| 2006 | +95.78% | +$9577.68 | $426.77 | $85.36 | $0.68 |
| 2005 | +29.90% | +$2990.14 | $403.50 | $80.70 | $0.64 |
| 2004 | +26.25% | +$2625.26 | $654.34 | $130.87 | $1.05 |
| 2003 | -5.40% | $540.07 | $731.10 | $146.22 | $1.17 |
| 2002 | +1.23% | +$123.25 | $561.40 | $112.28 | $0.90 |
| 2001 | +24.26% | +$2426.42 | $667.86 | $133.57 | $1.07 |
| 2000 | -4.83% | $483.16 | $604.27 | $120.85 | $0.97 |
| 1999 | +5.98% | +$598.37 | $614.35 | $122.87 | $0.99 |
| 1998 | -20.12% | $2012.41 | $469.98 | $93.99 | $0.75 |
| 1997 | +17.06% | +$1706.38 | $399.51 | $79.90 | $0.64 |
| 1996 | +18.18% | +$1818.48 | $757.50 | $151.49 | $1.21 |
| 1995 | +10.18% | +$1018.46 | $477.79 | $95.56 | $0.77 |
| 1994 | -1.14% | $114.46 | $455.10 | $91.02 | $0.73 |
| 1993 | +68.86% | +$6885.94 | $577.61 | $115.52 | $0.92 |
| 1992 | +12.62% | +$1262.24 | $271.22 | $54.23 | $0.42 |
| 1991 | -11.97% | $1196.84 | $311.30 | $62.26 | $0.48 |
| 1990 | -21.36% | $2135.63 | $239.55 | $47.92 | $0.37 |
| 1989 | +11.99% | +$1199.14 | $197.98 | $39.60 | $0.31 |
| 1988 | +23.53% | +$2353.47 | $241.06 | $48.21 | $0.39 |
| 1987 partial | -45.86% (-89.37% ann.) | $4586.43 | $153.85 | $30.77 | $0.25 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +9.01% | +1.90% | +$901.19 | $2983.41 | $596.66 | $4.78 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +13.34% | +4.98% | +$1333.69 | $1942.22 | $388.43 | $3.11 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +241.02% | +27.83% | +$24102.42 | $3524.69 | $704.95 | $5.65 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -59.10% | -46.89% | $5910.26 | $357.18 | $71.44 | $0.57 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +42.52% | +11.07% | +$4252.42 | $2178.49 | $435.70 | $3.48 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +175.22% | +14.31% | +$17521.71 | $3954.90 | $790.98 | $6.33 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | +4.65% | +68.03% | +$465.18 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +1.04% | +1.68% | +$103.80 | $136.71 | $27.34 | $0.22 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +115.51% | +107.19% | +$11550.89 | $182.34 | $36.47 | $0.29 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +22.73% | +24.29% | +$2273.08 | $86.15 | $17.23 | $0.14 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -22.77% | -13.01% | $2276.81 | $120.79 | $24.16 | $0.19 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +25.60% | +15.64% | +$2559.95 | $158.98 | $31.80 | $0.25 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-12-15 | $0.2000 | 2.86% |
| 1988-07-26 | $0.0550 | 0.56% |
| 1988-09-20 | $0.0550 | 0.54% |
| 1988-12-13 | $0.0550 | 0.64% |
| 1989-03-17 | $0.0550 | 0.67% |
| 1989-06-30 | $0.0550 | 0.54% |
| 1989-09-26 | $0.0550 | 0.56% |
| 1990-03-12 | $0.0550 | 0.56% |
| 1990-05-21 | $0.0550 | 0.62% |
| 1990-10-23 | $0.0550 | 0.70% |
| 1990-12-17 | $0.0550 | 0.70% |
| 1991-03-25 | $0.0550 | 0.66% |
| 1991-06-25 | $0.0550 | 0.63% |
| 1991-09-24 | $0.0550 | 0.79% |
| 1991-12-16 | $0.0550 | 0.88% |
| 1992-03-24 | $0.0550 | 0.81% |
| 1992-06-23 | $0.0550 | 0.90% |
| 1992-12-14 | $0.0550 | 0.96% |
| 1993-03-24 | $0.0550 | 0.88% |
| 1993-06-23 | $0.0820 | 1.19% |
| 1993-09-22 | $0.0820 | 0.95% |
| 1993-12-13 | $0.1650 | 1.48% |
| 1994-05-24 | $0.1650 | 1.43% |
| 1994-09-21 | $0.1650 | 1.43% |
| 1994-12-23 | $0.1650 | 1.61% |
| 1995-03-27 | $0.1650 | 1.71% |
| 1995-06-28 | $0.1650 | 1.53% |
| 1995-10-04 | $0.1650 | 1.63% |
| 1996-01-03 | $0.1650 | 1.50% |
| 1996-04-02 | $0.1650 | 1.28% |
| 1996-07-02 | $0.1650 | 1.33% |
| 1996-10-02 | $0.1650 | 1.01% |
| 1996-12-31 | $0.1650 | 1.31% |
| 1997-04-02 | $0.1650 | 1.14% |
| 1997-07-01 | $0.1650 | 1.01% |
| 1997-10-01 | $0.1650 | 1.26% |
| 1998-01-07 | $0.1650 | 1.23% |
| 1998-04-01 | $0.1650 | 1.22% |
| 1998-06-30 | $0.1650 | 1.23% |
| 1998-09-30 | $0.1650 | 1.42% |
| 1999-01-06 | $0.1650 | 1.38% |
| 1999-03-30 | $0.1650 | 1.47% |
| 1999-06-30 | $0.1660 | 1.20% |
| 1999-09-29 | $0.1650 | 1.28% |
| 2000-01-05 | $0.1650 | 1.49% |
| 2000-03-31 | $0.1650 | 1.61% |
| 2000-06-29 | $0.1650 | 1.57% |
| 2000-09-28 | $0.1650 | 1.77% |
| 2001-01-04 | $0.1650 | 1.63% |
| 2001-03-29 | $0.1650 | 1.42% |
| 2001-06-28 | $0.1650 | 1.37% |
| 2001-09-27 | $0.1650 | 1.42% |
| 2002-01-03 | $0.1650 | 1.35% |
| 2002-03-27 | $0.1650 | 1.39% |
| 2002-06-27 | $0.1650 | 1.38% |
| 2002-09-27 | $0.1650 | 1.47% |
| 2003-01-02 | $0.1650 | 1.43% |
| 2003-03-27 | $0.1650 | 1.67% |
| 2003-06-27 | $0.1650 | 1.62% |
| 2003-09-26 | $0.1650 | 1.65% |
| 2003-12-31 | $0.1650 | 1.61% |
| 2004-03-25 | $0.1650 | 1.53% |
| 2004-06-25 | $0.1650 | 1.47% |
| 2004-09-24 | $0.1650 | 1.34% |
| 2004-12-30 | $0.1650 | 1.26% |
| 2005-04-07 | $0.1650 | 1.24% |
| 2005-06-24 | $0.1650 | 1.24% |
| 2005-10-04 | $0.1650 | 1.05% |
| 2006-01-04 | $0.1650 | 1.05% |
| 2006-04-06 | $0.1650 | 0.93% |
| 2006-07-03 | $0.1650 | 0.97% |
| 2006-10-10 | $0.1650 | 0.60% |
| 2007-01-11 | $0.1650 | 0.50% |
| 2007-04-10 | $0.1650 | 0.41% |
| 2007-07-10 | $0.1650 | 0.49% |
| 2007-10-11 | $0.1650 | 0.59% |
| 2008-01-10 | $0.1650 | 0.62% |
| 2008-04-08 | $0.1650 | 0.67% |
| 2008-07-08 | $0.1650 | 0.71% |
| 2008-10-07 | $0.1650 | 0.87% |
| 2009-01-06 | $0.1650 | 0.93% |
| 2009-04-07 | $0.1650 | 1.05% |
| 2009-07-07 | $0.1650 | 1.08% |
| 2009-10-06 | $0.1650 | 1.05% |
| 2010-01-05 | $0.1650 | 1.09% |
| 2010-04-06 | $0.1650 | 1.05% |
| 2010-07-06 | $0.3300 | 2.22% |
| 2010-10-05 | $0.1650 | 0.99% |
| 2011-01-04 | $0.1650 | 0.83% |
| 2011-04-05 | $0.1650 | 0.85% |
| 2011-07-05 | $0.1650 | 0.97% |
| 2011-10-04 | $0.1650 | 1.17% |
| 2012-01-04 | $0.1650 | 1.05% |
| 2012-04-03 | $0.1650 | 0.94% |
| 2012-07-02 | $0.1650 | 1.03% |
| 2012-10-09 | $0.1650 | 1.02% |
| 2012-12-19 | $0.8250 | 4.54% |
| 2013-04-09 | $0.1650 | 0.76% |
| 2013-07-09 | $0.1650 | 0.66% |
| 2013-10-08 | $0.1650 | 0.61% |
| 2014-01-07 | $0.1650 | 0.62% |
| 2014-04-08 | $0.1650 | 0.70% |
| 2014-07-08 | $0.1650 | 0.62% |
| 2014-10-07 | $0.1650 | 0.68% |
| 2015-01-06 | $0.1650 | 0.40% |
| 2015-04-07 | $0.1650 | 0.31% |
| 2015-07-07 | $0.1650 | 0.34% |
| 2015-10-06 | $0.1650 | 0.34% |
| 2016-01-05 | $0.1650 | 0.43% |
| 2016-04-05 | $0.1650 | 0.46% |
| 2016-07-05 | $0.1650 | 0.44% |
| 2016-10-04 | $0.1650 | 0.42% |
| 2017-01-04 | $0.1650 | 0.33% |
| 2017-04-04 | $0.1650 | 0.38% |
| 2017-07-03 | $0.1650 | 0.50% |
| 2017-10-11 | $0.1650 | 0.64% |
| 2018-01-10 | $0.1650 | 0.49% |
| 2018-04-11 | $0.1650 | 0.49% |
| 2018-07-11 | $0.1650 | 0.53% |
| 2018-10-10 | $0.1650 | 0.51% |
| 2019-01-09 | $0.1650 | 0.56% |
| 2019-04-10 | $0.1650 | 0.61% |
| 2019-07-10 | $0.1650 | 0.52% |
| 2019-10-09 | $0.1650 | 0.42% |
| 2020-01-08 | $0.1650 | 0.35% |
| 2020-04-08 | $0.1650 | 0.44% |
| 2020-07-08 | $0.1650 | 0.40% |
| 2020-10-07 | $0.1650 | 0.42% |
| 2021-01-06 | $0.1650 | 0.39% |
| 2021-04-07 | $0.1650 | 0.26% |
| 2021-07-07 | $0.1650 | 0.29% |
| 2021-10-06 | $0.1650 | 0.24% |
| 2022-01-05 | $0.1650 | 0.19% |
| 2022-04-06 | $0.1650 | 0.19% |
| 2022-07-06 | $0.1650 | 0.19% |
| 2022-10-05 | $0.1650 | 0.20% |
| 2023-01-05 | $0.1650 | 0.17% |
| 2023-04-05 | $0.1650 | 0.18% |
| 2023-07-05 | $0.1650 | 0.20% |
| 2023-10-11 | $0.1650 | 0.21% |
| 2024-01-11 | $0.1650 | 0.19% |
| 2024-04-10 | $0.1650 | 0.22% |
| 2024-07-11 | $0.1650 | 0.24% |
| 2024-10-10 | $0.1650 | 0.27% |
| 2025-01-10 | $0.1650 | 0.26% |
| 2025-04-10 | $0.1650 | 0.26% |
| 2025-07-10 | $0.1650 | 0.25% |
| 2025-10-09 | $0.1650 | 0.23% |
| 2026-01-08 | $0.1650 | 0.24% |
| 2026-04-09 | $0.1650 | 0.18% |
| Total | 150 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-07 | $26.43 | $5.29 | $0.04 | 0.3646 |
| 2021-10-06 | $26.49 | $5.30 | $0.04 | 0.3159 |
| 2022-01-05 | $26.54 | $5.31 | $0.04 | 0.2442 |
| 2022-04-06 | $26.58 | $5.32 | $0.04 | 0.2335 |
| 2022-07-06 | $26.62 | $5.32 | $0.04 | 0.2449 |
| 2022-10-05 | $26.66 | $5.33 | $0.04 | 0.2610 |
| 2023-01-05 | $26.70 | $5.34 | $0.04 | 0.2281 |
| 2023-04-05 | $26.74 | $5.35 | $0.04 | 0.2370 |
| 2023-07-05 | $26.78 | $5.36 | $0.04 | 0.2587 |
| 2023-10-11 | $26.82 | $5.36 | $0.04 | 0.2722 |
| 2024-01-11 | $26.87 | $5.37 | $0.04 | 0.2479 |
| 2024-04-10 | $26.91 | $5.38 | $0.04 | 0.2902 |
| 2024-07-11 | $26.96 | $5.39 | $0.04 | 0.2947 |
| 2024-10-10 | $27.01 | $5.40 | $0.04 | 0.3536 |
| 2025-01-10 | $27.06 | $5.41 | $0.04 | 0.3464 |
| 2025-04-10 | $27.12 | $5.42 | $0.04 | 0.3390 |
| 2025-07-10 | $27.18 | $5.44 | $0.04 | 0.3237 |
| 2025-10-09 | $27.23 | $5.45 | $0.04 | 0.3063 |
| 2026-01-08 | $27.28 | $5.46 | $0.04 | 0.3118 |
| 2026-04-09 | $27.33 | $5.47 | $0.04 | 0.2292 |
| Total | $537.32 | $107.46 | $0.86 | 5.7030 |
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.