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IMKTA: Ingles Markets Incorporated (STOCK)
Basic Info 72.8 0.55(0.75%) May 24
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/22/1987 |
Last Dividend Date: | 04/10/2024 |
12-Mo. Yield | 0.80% |
Expenses | - |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/22/1987 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.1 | -15.4 | -10.9 | 6.6 | 19.9 | 12.0 | 14.4 | 13.2 | 7.2 | -9.8 | 12.6 | 104.8 | -8.8 | 78.3 | -19.7 | -26.7 | 11.0 | 20.6 | 40.5 | 60.3 | 25.0 | -18.4 | 33.9 | -10.3 | -28.7 | -13.1 | 97.2 | 30.8 | 27.7 | -3.9 | 2.4 | 25.7 | -3.6 | 1.7 | -23.2 | 14.0 | 12.4 | 6.0 | -4.5 | 63.0 | 10.2 | -14.0 | -23.0 | 10.4 | 21.8 | -47.1 |
Sharpe Ratio | NA | -1.88 | -0.75 | 0.17 | 0.57 | 0.31 | NA | NA | 0.14 | -0.67 | 0.37 | 3.76 | -0.18 | 2.98 | -0.54 | -0.68 | 0.3 | 0.42 | 1.35 | 1.71 | 1.01 | -0.46 | 1.03 | -0.22 | -0.49 | -0.34 | 3.09 | 1.01 | 1.26 | -0.22 | 0.04 | 0.61 | -0.17 | -0.04 | -0.72 | 0.32 | 0.25 | 0.06 | -0.23 | 1.29 | 0.17 | -0.51 | -0.65 | 0.15 | 0.45 | -1.54 |
Draw Down(%) | NA | 20.0 | 20.0 | 29.0 | 33.0 | 61.9 | NA | NA | 72.6 | 23.8 | 21.2 | 13.4 | 31.5 | 16.8 | 29.1 | 57.7 | 26.8 | 25.2 | 19.6 | 17.7 | 16.7 | 28.7 | 16.6 | 38.0 | 55.2 | 50.4 | 12.1 | 10.4 | 14.1 | 18.5 | 21.1 | 20.5 | 27.8 | 28.7 | 28.4 | 25.2 | 27.5 | 19.3 | 23.5 | 19.6 | 35.8 | 35.6 | 36.0 | 19.3 | 26.5 | 48.1 |
Standard Deviation(%) | NA | 20.1 | 19.7 | 25.9 | 32.1 | 35.6 | NA | NA | 37.5 | 21.0 | 30.9 | 27.8 | 49.5 | 25.8 | 39.1 | 40.3 | 36.6 | 48.8 | 30.0 | 35.2 | 25.0 | 39.8 | 32.9 | 47.5 | 60.7 | 47.1 | 30.6 | 28.4 | 21.2 | 20.7 | 35.5 | 39.2 | 45.1 | 34.8 | 36.7 | 32.4 | 35.7 | 35.2 | 33.2 | 47.1 | 46.8 | 34.7 | 43.5 | 31.3 | 38.1 | 61.1 |
Treynor Ratio | NA | 3.58 | -1.17 | 0.08 | 0.39 | 0.19 | NA | NA | 0.08 | -0.36 | 0.2 | 2.31 | -0.2 | 1.63 | -0.3 | -0.16 | 0.11 | 0.23 | 0.46 | 0.48 | 0.25 | -0.17 | 0.29 | -0.09 | -0.29 | -0.13 | 0.78 | 0.26 | 0.52 | -0.11 | 0.03 | 0.43 | -0.18 | -0.07 | -0.64 | 0.51 | 0.16 | 0.07 | -0.13 | 15.96 | 0.3 | -2.46 | -0.89 | 0.19 | 0.38 | -1.79 |
Alpha | NA | -0.16 | -0.06 | 0.01 | 0.06 | 0.04 | NA | NA | 0.02 | -0.08 | 0.1 | 0.25 | -0.03 | 0.19 | -0.05 | -0.23 | 0.02 | 0.11 | 0.11 | 0.07 | 0.04 | -0.07 | 0.06 | -0.13 | 0.09 | -0.04 | 0.22 | 0.1 | 0.08 | -0.05 | 0.07 | 0.14 | 0.03 | 0.0 | -0.13 | 0.04 | 0.02 | 0.0 | -0.01 | 0.23 | 0.07 | -0.06 | -0.08 | 0.02 | 0.07 | -0.68 |
Beta | NA | -0.11 | 0.13 | 0.5 | 0.47 | 0.57 | NA | NA | 0.67 | 0.39 | 0.56 | 0.45 | 0.45 | 0.47 | 0.7 | 1.73 | 1.03 | 0.9 | 0.87 | 1.27 | 0.99 | 1.1 | 1.18 | 1.2 | 1.01 | 1.28 | 1.21 | 1.09 | 0.52 | 0.41 | 0.44 | 0.55 | 0.44 | 0.22 | 0.41 | 0.21 | 0.56 | 0.32 | 0.57 | 0.04 | 0.26 | 0.07 | 0.32 | 0.25 | 0.45 | 0.52 |
RSquared | NA | 0.0 | 0.01 | 0.11 | 0.1 | 0.08 | NA | NA | 0.11 | 0.06 | 0.19 | 0.04 | 0.1 | 0.05 | 0.09 | 0.08 | 0.14 | 0.08 | 0.11 | 0.16 | 0.25 | 0.41 | 0.41 | 0.47 | 0.46 | 0.18 | 0.16 | 0.16 | 0.07 | 0.12 | 0.11 | 0.09 | 0.05 | 0.01 | 0.05 | 0.01 | 0.03 | 0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.04 | 0.23 |
Yield(%) | N/A | 0.4 | 0.8 | 1.1 | 2.1 | 2.4 | 4.8 | 6.6 | N/A | 0.7 | 0.8 | 1.6 | 1.4 | 2.4 | 1.8 | 1.3 | 1.7 | 1.7 | 2.5 | 2.8 | 9.5 | 3.3 | 5.4 | 3.7 | 2.6 | 2.1 | 4.2 | 4.0 | 6.4 | 7.1 | 5.4 | 6.6 | 6.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -50.4 | -2.2 | 1.8 | 1.1 | -10.6 | 71.6 | N/A | N/A | -2.2 | 1.5 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 33.3 | -66.7 | 125.0 | -20.0 | 25.0 | 0.0 | 0.0 | 0.0 | 33.3 | -25.0 | -20.0 | 25.0 | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/1987
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