Interactive Brokers Group, Inc. (IBKR)
Company Info
| ISIN | US45841N1072 |
|---|---|
| CUSIP | 45841N107 |
| Sector | Financial Services |
| Industry | Capital Markets |
Highlights
| Market Cap | $33.68B |
|---|---|
| EPS | $2.84 |
| PE Ratio | 28.48 |
| PEG Ratio | 1.77 |
| Revenue (TTM) | $4.24B |
| Gross Profit (TTM) | $2.81B |
| Year Range | $67.90 - $95.47 |
| Target Price | $106.00 |
| Short % | 1.79% |
| Short Ratio | 1.65 |
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.
Compare to other instruments
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%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.23% | 19.43% |
| 1 month | -0.85% | 4.73% |
| 6 months | 1.96% | 6.79% |
| 1 year | 6.69% | 16.57% |
| 5 years (annualized) | 9.50% | 11.75% |
| 10 years (annualized) | 13.75% | 9.77% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
IBKR Interactive Brokers Group, Inc. | 0.11 | ||||
^GSPC S&P 500 | 1.20 |
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.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
Payout Ratio
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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, 2008 | 276 | Mar 9, 2009 | 1448 | Dec 5, 2014 | 1724 |
| -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 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.