The total return over the past 12 months is +20.50% vs. +16.94% for the S&P 500. So far it's up +26.95% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +19.52% | +2.68% | +4.98% | +8.09% | +12.76% | +5.93% |
| Total Return CAGR | +20.50% | +3.62% | +5.88% | +9.48% | +14.99% | +8.51% |
| Revenue CAGR | +1.02% | (2.02%) | +2.24% | +3.65% | +2.93% | +3.98% |
| Net Income CAGR | +84.32% | (23.00%) | (15.10%) | +6.34% | +7.22% | +4.83% |
| EPS CAGR | +85.33% | (32.51%) | (13.06%) | +4.39% | +8.63% | +7.20% |
| Free Cash Flow CAGR | N/A | +27.90% | (3.98%) | +23.89% | +10.42% | +15.68% |
| Operating Cash Flow CAGR | +48.74% | (0.76%) | (5.76%) | +4.80% | +4.78% | +5.16% |
| Dividends CAGR | 0.00% | 0.00% | 0.00% | 0.00% | (1.48%) | +1.45% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Ingles Markets, Incorporated (IMKTA)
| Year | Start price | End price | IMKTA Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $68.55 | $86.51 | +26.95% | +14.51% | +12.44% |
| 2025 | $64.44 | $68.55 | +7.45% | +17.72% | (10.27%) |
| 2024 | $86.37 | $64.44 | (24.71%) | +24.89% | (49.60%) |
| 2023 | $96.46 | $86.37 | (9.77%) | +26.19% | (35.96%) |
| 2022 | $86.34 | $96.46 | +12.58% | (18.17%) | +30.75% |
| 2021 | $42.66 | $86.34 | +104.80% | +28.74% | +76.06% |
| 2020 | $47.51 | $42.66 | (8.75%) | +18.37% | (27.12%) |
| 2019 | $27.22 | $47.51 | +78.25% | +31.22% | +47.03% |
| 2018 | $34.60 | $27.22 | (19.71%) | (4.56%) | (15.15%) |
| 2017 | $48.10 | $34.60 | (26.72%) | +21.70% | (48.42%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.