Interactive Brokers Group, Inc. (IBKR)

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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.

Interactive Brokers Group, Inc. (IBKR) has returned 4.40% so far this year and 62.84% over the past 12 months. Looking at the last ten years, IBKR has achieved an annualized return of 21.80%, outperforming the S&P 500 Index benchmark, which averaged 12.16% 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 +1.49%. At this rate, your investment would double in approximately 3.9 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 9.45%, 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 118.40% of S&P 500 Index gains but only 92.25% 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 83 for risk / return — in the top 83% 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 a chosen benchmark (S&P 500 Index).

Interactive Brokers Group, Inc. provided a 0.48% dividend yield over the last twelve months, with an annual payout of $0.32 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 14.38%.

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.