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RELY vs. IBKR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

RELY vs. IBKR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Remitly Global, Inc. (RELY) and Interactive Brokers Group, Inc. (IBKR). The values are adjusted to include any dividend payments, if applicable.

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RELY vs. IBKR - Yearly Performance Comparison


2026 (YTD)20252024202320222021
RELY
Remitly Global, Inc.
16.09%-38.86%16.22%69.61%-44.47%-57.44%
IBKR
Interactive Brokers Group, Inc.
5.45%46.37%114.43%15.14%-8.35%27.88%

Fundamentals

Market Cap

RELY:

$3.45B

IBKR:

$30.34B

EPS

RELY:

$0.31

IBKR:

$3.63

PE Ratio

RELY:

51.23

IBKR:

18.65

PEG Ratio

RELY:

0.28

IBKR:

0.64

PS Ratio

RELY:

2.13

IBKR:

3.66

PB Ratio

RELY:

3.97

IBKR:

1.48

Total Revenue (TTM)

RELY:

$1.64B

IBKR:

$8.25B

Gross Profit (TTM)

RELY:

$707.06M

IBKR:

$7.25B

EBITDA (TTM)

RELY:

$89.05M

IBKR:

$6.30B

Returns By Period

In the year-to-date period, RELY achieves a 16.09% return, which is significantly higher than IBKR's 5.45% return.


RELY

1D
1.71%
1M
-8.87%
YTD
16.09%
6M
-0.37%
1Y
-25.07%
3Y*
-2.17%
5Y*
10Y*

IBKR

1D
-0.25%
1M
-2.39%
YTD
5.45%
6M
-4.30%
1Y
56.24%
3Y*
49.49%
5Y*
30.48%
10Y*
22.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

RELY vs. IBKR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RELY
RELY Risk / Return Rank: 2323
Overall Rank
RELY Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
RELY Sortino Ratio Rank: 2222
Sortino Ratio Rank
RELY Omega Ratio Rank: 2121
Omega Ratio Rank
RELY Calmar Ratio Rank: 2525
Calmar Ratio Rank
RELY Martin Ratio Rank: 2727
Martin Ratio Rank

IBKR
IBKR Risk / Return Rank: 7979
Overall Rank
IBKR Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
IBKR Sortino Ratio Rank: 7575
Sortino Ratio Rank
IBKR Omega Ratio Rank: 7474
Omega Ratio Rank
IBKR Calmar Ratio Rank: 8484
Calmar Ratio Rank
IBKR Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RELY vs. IBKR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Remitly Global, Inc. (RELY) and Interactive Brokers Group, Inc. (IBKR). 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.


RELYIBKRDifference

Sharpe ratio

Return per unit of total volatility

-0.44

1.32

-1.77

Sortino ratio

Return per unit of downside risk

-0.33

1.91

-2.24

Omega ratio

Gain probability vs. loss probability

0.95

1.25

-0.30

Calmar ratio

Return relative to maximum drawdown

-0.47

3.07

-3.54

Martin ratio

Return relative to average drawdown

-0.73

7.70

-8.43

RELY vs. IBKR - Sharpe Ratio Comparison

The current RELY Sharpe Ratio is -0.44, which is lower than the IBKR Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of RELY and IBKR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RELYIBKRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.44

1.32

-1.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.37

0.40

-0.77

Correlation

The correlation between RELY and IBKR is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

RELY vs. IBKR - Dividend Comparison

RELY has not paid dividends to shareholders, while IBKR's dividend yield for the trailing twelve months is around 0.47%.


TTM20252024202320222021202020192018201720162015
RELY
Remitly Global, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IBKR
Interactive Brokers Group, Inc.
0.47%0.47%0.48%0.48%0.55%0.50%0.66%0.86%0.73%0.68%1.10%0.92%

Drawdowns

RELY vs. IBKR - Drawdown Comparison

The maximum RELY drawdown since its inception was -85.80%, which is greater than IBKR's maximum drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for RELY and IBKR.


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Drawdown Indicators


RELYIBKRDifference

Max Drawdown

Largest peak-to-trough decline

-85.80%

-63.66%

-22.14%

Max Drawdown (1Y)

Largest decline over 1 year

-50.18%

-18.70%

-31.48%

Max Drawdown (5Y)

Largest decline over 5 years

-38.66%

Max Drawdown (10Y)

Largest decline over 10 years

-55.09%

Current Drawdown

Current decline from peak

-66.93%

-13.53%

-53.40%

Average Drawdown

Average peak-to-trough decline

-64.78%

-24.92%

-39.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

32.41%

7.45%

+24.96%

Volatility

RELY vs. IBKR - Volatility Comparison

Remitly Global, Inc. (RELY) has a higher volatility of 13.82% compared to Interactive Brokers Group, Inc. (IBKR) at 11.41%. This indicates that RELY's price experiences larger fluctuations and is considered to be riskier than IBKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RELYIBKRDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.82%

11.41%

+2.41%

Volatility (6M)

Calculated over the trailing 6-month period

46.14%

28.24%

+17.90%

Volatility (1Y)

Calculated over the trailing 1-year period

56.97%

42.72%

+14.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

59.53%

34.05%

+25.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.53%

33.18%

+26.35%

Financials

RELY vs. IBKR - Financials Comparison

This section allows you to compare key financial metrics between Remitly Global, Inc. and Interactive Brokers Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
442.18M
677.00M
(RELY) Total Revenue
(IBKR) Total Revenue
Values in USD except per share items