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Interactive Brokers Group, Inc. (IBKR)

Equity · Currency in USD · Last updated Dec 8, 2023
SummaryFinancials

Company Info

ISINUS45841N1072
CUSIP45841N107
SectorFinancial Services
IndustryCapital Markets

Highlights

Market Cap$33.68B
EPS$2.84
PE Ratio28.48
PEG Ratio1.77
Revenue (TTM)$4.24B
Gross Profit (TTM)$2.81B
Year Range$67.90 - $95.47
Target Price$106.00
Short %1.79%
Short Ratio1.65

Share Price Chart


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Performance

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.


200.00%250.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
255.89%
204.56%
IBKR (Interactive Brokers Group, Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with IBKR

Interactive Brokers Group, Inc.

Popular comparisons: IBKR vs. SCHW, IBKR vs. BRK-B, IBKR vs. JEPI, IBKR vs. MKTX, IBKR vs. SPY, IBKR vs. QQQM, IBKR vs. QQQ, IBKR vs. MS, IBKR vs. VOO, IBKR vs. SCHD

Return

Interactive Brokers Group, Inc. had a return of 12.23% year-to-date (YTD) and 6.69% in the last 12 months. Over the past 10 years, Interactive Brokers Group, Inc. had an annualized return of 13.75%, outperforming the S&P 500 benchmark which had an annualized return of 9.77%.


PeriodReturnBenchmark
Year-To-Date12.23%19.43%
1 month-0.85%4.73%
6 months1.96%6.79%
1 year6.69%16.57%
5 years (annualized)9.50%11.75%
10 years (annualized)13.75%9.77%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-0.67%7.56%5.13%4.41%-4.96%-7.50%-2.66%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Interactive Brokers Group, Inc. (IBKR) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
IBKR
Interactive Brokers Group, Inc.
0.11
^GSPC
S&P 500
1.20

Sharpe Ratio

The current Interactive Brokers Group, Inc. Sharpe ratio is 0.11. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.11
1.20
IBKR (Interactive Brokers Group, Inc.)
Benchmark (^GSPC)

Dividend History

Interactive Brokers Group, Inc. granted a 0.49% dividend yield in the last twelve months. The annual payout for that period amounted to $0.40 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.40$0.40$0.40$0.40$0.40$0.40$0.40$0.40$0.40$0.40$0.40$1.37

Dividend yield

0.49%0.55%0.50%0.66%0.86%0.73%0.68%1.10%0.92%1.37%1.64%10.04%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10
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
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
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
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
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
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
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
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
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
2013$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00
2012$0.09$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.09$1.00

Dividend Yield & Payout


Dividend Yield
IBKR
0.49%
Market bottom
1.03%
Market top
5.28%
Interactive Brokers Group, Inc. has a dividend yield of 0.49%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
IBKR
7.25%
Market bottom
18.65%
Market top
64.65%
Interactive Brokers Group, Inc. has a payout ratio of 7.25%, which is below the market average. This means Interactive Brokers Group, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-14.35%
-4.40%
IBKR (Interactive Brokers Group, Inc.)
Benchmark (^GSPC)

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 1448 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.66%Feb 4, 2008276Mar 9, 20091448Dec 5, 20141724
-55.09%May 14, 2018468Mar 23, 2020242Mar 9, 2021710
-35.29%Dec 29, 202191May 9, 2022184Feb 1, 2023275
-33.31%Jul 7, 2015150Feb 8, 2016413Sep 27, 2017563
-30.35%May 7, 200756Jul 25, 200796Dec 10, 2007152

Volatility Chart

The current Interactive Brokers Group, Inc. volatility is 8.31%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
8.31%
2.98%
IBKR (Interactive Brokers Group, Inc.)
Benchmark (^GSPC)