Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMKTA (Ingles Markets, Incorporated) | 33.52% | 52.09% | 4.46% | 8.24% | 10.61% | 14.48% | 11.45% | … | … |
Data as of 06/05/2026, Common starting date is 09/22/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMKTA (Ingles Markets, Incorporated) | 09/22/1987 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 (%) | 3.04 | 52.09 | 4.46 | 8.24 | 10.61 | 14.48 | 11.45 | … | … | 33.52 | 7.44 | -24.70 | -9.77 | 12.58 | 104.80 | -8.75 | 78.25 | -19.71 | -26.72 | 11.02 | 20.55 | 40.50 | 60.28 | 24.99 | -18.45 | 33.88 | -10.32 | -28.73 | -13.07 | 97.16 | 30.82 | 27.70 | -3.88 | 2.37 | 25.68 | -3.61 | 1.71 | -23.25 | 14.00 | 12.36 | 5.95 | -4.55 | 62.96 | 10.20 | -14.04 | -22.97 | 10.45 | 21.82 | -47.12 |
| Sharpe Ratio | NA | 1.89 | 0.05 | 0.22 | 0.27 | NA | NA | … | … | 3.57 | 0.18 | -1.12 | -0.64 | 0.36 | 3.76 | -0.18 | 2.97 | -0.54 | -0.68 | 0.29 | 0.42 | 1.35 | 1.71 | 1.01 | -0.46 | 1.03 | -0.22 | -0.49 | -0.35 | 3.08 | 1.01 | 1.26 | -0.22 | 0.03 | 0.60 | -0.17 | -0.05 | -0.73 | 0.32 | 0.24 | 0.06 | -0.23 | 1.28 | 0.16 | -0.52 | -0.65 | 0.14 | 0.44 | -1.54 |
| Standard Deviation(%) | NA | 26.16 | 24.55 | 26.24 | 32.36 | NA | NA | … | … | 26.27 | 25.67 | 25.38 | 21.01 | 30.85 | 27.84 | 49.45 | 25.82 | 39.15 | 40.27 | 36.64 | 48.82 | 30.02 | 35.17 | 24.96 | 39.84 | 32.92 | 47.51 | 60.65 | 47.11 | 30.59 | 28.39 | 21.17 | 20.74 | 35.54 | 39.16 | 45.07 | 34.75 | 36.70 | 32.39 | 35.72 | 35.17 | 33.25 | 47.09 | 46.83 | 34.65 | 43.49 | 31.26 | 38.10 | 61.12 |
| Draw Down(%) | NA | 11.70 | 31.98 | 39.58 | 59.09 | NA | NA | … | … | 11.28 | 11.70 | 31.28 | 23.83 | 21.23 | 13.42 | 31.46 | 16.80 | 29.12 | 57.67 | 26.78 | 25.22 | 19.61 | 17.71 | 16.70 | 28.73 | 16.63 | 38.05 | 55.15 | 50.36 | 12.13 | 10.43 | 14.13 | 18.52 | 21.15 | 20.47 | 27.82 | 28.69 | 28.45 | 25.19 | 27.54 | 19.32 | 23.53 | 19.64 | 35.82 | 35.62 | 36.05 | 19.32 | 26.51 | 48.08 |
| Yield(%) | 0.00 | 1.09 | 0.80 | 1.03 | 1.73 | 4.29 | 4.12 | … | … | 0.47 | 1.03 | 0.74 | 0.69 | 0.76 | 1.54 | 1.42 | 2.38 | 1.81 | 1.33 | 1.72 | 1.71 | 2.46 | 2.83 | 9.47 | 3.32 | 5.44 | 3.65 | 2.58 | 2.14 | 4.20 | 4.04 | 6.44 | 7.07 | 5.41 | 6.59 | 6.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/22/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMKTA (Ingles Markets, Incorporated) |
-26.01%
Mar 2007 – Mar 2010 |
-12.21%
Mar 2007 – Mar 2012 |
0.30%
Aug 2007 – Aug 2017 |
1.04%
Feb 1988 – Feb 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMKTA (Ingles Markets, Incorporated) |
61.57%
Mar 2004 – Mar 2007 |
34.72%
Mar 2002 – Mar 2007 |
22.71%
Nov 2012 – Nov 2022 |
17.21%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart