Interactive Brokers Group, Inc. (IBKR)
Company Info
Highlights
$75.59B
$6.42
27.87
13.57
$4.95B
$5.46B
$6.74B
$80.42 - $193.41
$192.00
2.21%
2.18
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Interactive Brokers Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Interactive Brokers Group, Inc. had a return of 119.08% year-to-date (YTD) and 121.19% in the last 12 months. Over the past 10 years, Interactive Brokers Group, Inc. had an annualized return of 20.87%, outperforming the S&P 500 benchmark which had an annualized return of 11.23%.
IBKR
119.08%
-5.68%
48.30%
121.19%
31.61%
20.87%
^GSPC (Benchmark)
26.63%
1.18%
10.44%
27.03%
13.30%
11.23%
Monthly Returns
The table below presents the monthly returns of IBKR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 7.06% | 22.61% | 2.75% | 3.05% | 9.42% | -2.48% | -2.72% | 8.28% | 8.12% | 9.49% | 25.40% | 119.08% | |
| 2023 | 10.49% | 7.84% | -4.12% | -5.70% | -0.67% | 7.56% | 5.13% | 4.41% | -4.96% | -7.50% | -2.66% | 6.50% | 15.14% |
| 2022 | -14.14% | -2.81% | -0.41% | -9.63% | 3.49% | -10.61% | 6.69% | 5.11% | 3.77% | 25.41% | 0.31% | -9.90% | -8.35% |
| 2021 | 0.44% | 18.46% | 0.90% | -2.08% | -5.82% | -2.27% | -5.89% | 4.66% | -3.56% | 13.65% | 4.33% | 7.59% | 31.12% |
| 2020 | 0.82% | 8.92% | -15.52% | -5.03% | 3.53% | -1.37% | 18.75% | 7.10% | -8.85% | -1.57% | 11.12% | 15.47% | 31.71% |
| 2019 | -7.78% | 9.78% | -6.07% | 4.55% | -6.16% | 6.69% | -5.42% | -7.72% | 13.94% | -11.55% | 2.00% | -3.72% | -14.01% |
| 2018 | 8.07% | 8.61% | -3.11% | 10.35% | -1.78% | -11.50% | -7.06% | 4.01% | -11.02% | -10.67% | 17.29% | -5.53% | -7.13% |
| 2017 | 2.27% | -1.42% | -5.42% | 0.32% | 0.43% | 7.28% | 7.03% | 4.95% | 7.42% | 19.94% | 5.81% | 3.77% | 63.75% |
| 2016 | -25.99% | 6.20% | 15.07% | -3.36% | 6.01% | -11.90% | -1.58% | 3.27% | -1.70% | -5.90% | 10.94% | -0.57% | -15.34% |
| 2015 | 5.04% | 4.37% | 6.75% | -0.21% | 5.45% | 16.41% | -3.39% | -0.32% | -1.13% | 4.23% | 5.64% | 0.55% | 51.12% |
| 2014 | -12.90% | 5.38% | -2.56% | 10.29% | -3.27% | 1.17% | -1.18% | 2.27% | 6.44% | 3.49% | 6.19% | 6.73% | 21.81% |
| 2013 | 4.53% | 3.54% | 1.39% | 1.01% | 5.39% | 1.27% | 1.44% | 4.19% | 11.86% | 9.99% | 17.95% | 0.37% | 82.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 99, IBKR is among the top 1% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Interactive Brokers Group, Inc. (IBKR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Interactive Brokers Group, Inc. provided a 0.47% dividend yield over the last twelve months, with an annual payout of $0.85 per share. The company has been increasing its dividends for 10 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.85 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 |
Dividend yield | 0.47% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% | 1.37% | 1.64% |
Monthly Dividends
The table displays the monthly dividend distributions for Interactive Brokers Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.10 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.85 |
| 2023 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2022 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2021 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2020 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2019 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2018 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2017 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2016 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2015 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2014 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
| 2013 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Interactive Brokers Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Interactive Brokers Group, Inc. was 63.66%, occurring on Mar 9, 2009. Recovery took 1441 trading sessions.
The current Interactive Brokers Group, Inc. drawdown is 6.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.66% | Feb 4, 2008 | 276 | Mar 9, 2009 | 1441 | Nov 25, 2014 | 1717 |
| -55.09% | May 14, 2018 | 468 | Mar 23, 2020 | 242 | Mar 9, 2021 | 710 |
| -35.29% | Dec 29, 2021 | 91 | May 9, 2022 | 184 | Feb 1, 2023 | 275 |
| -33.31% | Jul 7, 2015 | 150 | Feb 8, 2016 | 413 | Sep 27, 2017 | 563 |
| -30.35% | May 7, 2007 | 56 | Jul 25, 2007 | 96 | Dec 10, 2007 | 152 |
Volatility
Volatility Chart
The current Interactive Brokers Group, Inc. volatility is 7.26%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Interactive Brokers Group, Inc. compared to its peers in the Capital Markets industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for IBKR in comparison to other companies of the Capital Markets industry. Currently, IBKR has a PE value of 27.9. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for IBKR in comparison to other companies of the Capital Markets industry. Currently, IBKR has a PEG value of 13.6. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Interactive Brokers Group, Inc..
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Income Statement
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EBITDA | — |
EBIT | — |
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Net Income | — |
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Minority Interest | — |
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Interest Income | — |
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Net Interest Income | — |