Interactive Brokers Group, Inc. (IBKR)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Interactive Brokers Group, Inc. (IBKR) is up 35.8% since the beginning of the year. At $87 per share, IBKR is trading 4.3% below its 52-week high of $91. Investors who bought $1,000 worth of IBKR shares 5 years ago would now be looking at an investment worth $5,251.

Interactive Brokers Group, Inc. (IBKR) has returned 35.80% so far this year and 68.44% over the past 12 months. Looking at the last ten years, IBKR has achieved an annualized return of 25.27%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since May 4, 2007, IBKR's average daily return is +0.08%, while the average monthly return is +1.59%. At this rate, an investment would double in approximately 3.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Oct 2022 with a return of +25.4%, while the worst month was Jan 2016 at -26.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 9 months.

On a daily basis, IBKR closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +16.1%, while the worst single day was Jul 25, 2008 at -19.2%.

Interactive Brokers Group, Inc. has an annualized alpha of 10.00%, beta of 1.06, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since May 07, 2007.

• This stock captured 120.81% of S&P 500 Index gains but only 92.07% of its losses - a favorable profile for investors.
• R2 of 0.36 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

IBKR ranks 84 for risk / return — in the top 84% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Interactive Brokers Group, Inc. (IBKR) and compare them to S&P 500 Index.

Interactive Brokers Group, Inc. provided a 0.38% dividend yield over the last twelve months, with an annual payout of $0.33 per share. The company has been increasing its dividends for 12 consecutive years.

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.

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.

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 1.77%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Interactive Brokers Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Interactive Brokers Group, Inc. is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.