Performance analysis of Interactive Brokers Group (IBKR)
Annual Return
Over the past 3 years, IBKR has had an average annual return of +64.89%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IBKR has had an average annual return of +42.98%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, IBKR has had an average annual return of +27.51%, outperforming the benchmark SPY, which returned +14.91% annual.
Since May 4, 2007, IBKR has had an average annual return of +15.66%, outperforming the benchmark SPY, which returned +10.66% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +42.86% | +46.38% | +114.43% | +15.14% | -8.35% | +31.12% | +31.73% | -14.01% | -7.13% | +63.75% | -15.35% | +51.12% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +21.83% | +82.09% | +0.76% | -14.50% | +10.90% | -0.96% | -44.64% | +3.26% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.44% | -4.82% | -5.79% | +18.53% | +9.40% | +0.18% | +5.33% | +42.86% | |||||
| 2025 | +23.08% | -5.88% | -18.99% | +3.78% | +22.20% | +5.70% | +18.32% | -4.94% | +10.56% | +2.25% | -7.59% | -0.97% | +46.38% |
| 2024 | +7.06% | +22.62% | +2.75% | +3.05% | +9.42% | -2.48% | -2.72% | +8.27% | +8.12% | +9.49% | +25.40% | -7.55% | +114.43% |
| 2023 | +10.49% | +7.84% | -4.12% | -5.71% | -0.67% | +7.56% | +5.13% | +4.41% | -4.96% | -7.50% | -2.66% | +6.50% | +15.14% |
| 2022 | -14.14% | -2.80% | -0.41% | -9.63% | +3.49% | -10.61% | +6.69% | +5.11% | +3.77% | +25.41% | +0.31% | -9.90% | -8.35% |
| 2021 | +0.44% | +18.47% | +0.90% | -2.08% | -5.82% | -2.27% | -5.89% | +4.65% | -3.56% | +13.65% | +4.33% | +7.58% | +31.12% |
| 2020 | +0.81% | +8.94% | -15.52% | -5.03% | +3.54% | -1.37% | +18.74% | +7.10% | -8.84% | -1.58% | +11.12% | +15.47% | +31.73% |
| 2019 | -7.78% | +9.78% | -6.07% | +4.55% | -6.16% | +6.69% | -5.42% | -7.72% | +13.94% | -11.55% | +1.99% | -3.71% | -14.01% |
| 2018 | +8.07% | +8.61% | -3.11% | +10.35% | -1.78% | -11.50% | -7.06% | +4.01% | -11.02% | -10.67% | +17.29% | -5.53% | -7.13% |
| 2017 | +2.27% | -1.43% | -5.42% | +0.31% | +0.43% | +7.28% | +7.02% | +4.95% | +7.42% | +19.94% | +5.81% | +3.77% | +63.75% |
Drawdown analysis of Interactive Brokers Group (IBKR)
The maximum drawdown for the IBKR was -63.66%, occurring on Mar 9, 2009. Recovery took 1448 trading sessions.
The current IBKR drawdown is -5.88%.
Since May 4, 2007 IBKR has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 6 times
- 20% or more: 7 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.66% | Feb 1, 2008 | 276 | Mar 9, 2009 | 1448 | Dec 5, 2014 | 1724 |
| -55.08% | May 11, 2018 | 468 | Mar 23, 2020 | 242 | Mar 9, 2021 | 710 |
| -38.66% | Feb 18, 2025 | 34 | Apr 7, 2025 | 64 | Jul 10, 2025 | 98 |
| -35.29% | Dec 28, 2021 | 91 | May 9, 2022 | 184 | Feb 1, 2023 | 275 |
| -33.31% | Jul 6, 2015 | 150 | Feb 8, 2016 | 413 | Sep 27, 2017 | 563 |
| -30.35% | May 4, 2007 | 56 | Jul 25, 2007 | 96 | Dec 10, 2007 | 152 |
| -24.48% | Mar 9, 2021 | 136 | Sep 21, 2021 | 61 | Dec 16, 2021 | 197 |
| -19.97% | Mar 3, 2023 | 43 | May 4, 2023 | 62 | Aug 3, 2023 | 105 |
| -19.12% | Sep 11, 2023 | 55 | Nov 28, 2023 | 45 | Feb 2, 2024 | 100 |
| -18.69% | Feb 9, 2026 | 34 | Mar 30, 2026 | 11 | Apr 15, 2026 | 45 |
| -16.46% | Nov 3, 2025 | 14 | Nov 21, 2025 | 36 | Jan 15, 2026 | 50 |
| -15.34% | May 28, 2024 | 47 | Aug 5, 2024 | 19 | Aug 30, 2024 | 66 |
| -12.16% | Mar 9, 2018 | 15 | Apr 2, 2018 | 11 | Apr 17, 2018 | 26 |
| -10.93% | Aug 12, 2025 | 17 | Sep 5, 2025 | 16 | Sep 29, 2025 | 33 |
| -10.81% | Oct 9, 2025 | 9 | Oct 22, 2025 | 8 | Nov 3, 2025 | 17 |
| -10.43% | Jan 23, 2026 | 9 | Feb 5, 2026 | 2 | Feb 9, 2026 | 11 |
| -10.10% | Jun 22, 2026 | 6 | Jun 30, 2026 | 10 | Jul 15, 2026 | 16 |
| -9.89% | Jan 14, 2008 | 5 | Jan 22, 2008 | 7 | Jan 31, 2008 | 12 |
| -9.81% | Nov 26, 2024 | 15 | Dec 18, 2024 | 20 | Jan 21, 2025 | 35 |
| -8.30% | May 14, 2026 | 8 | May 27, 2026 | 3 | Jun 1, 2026 | 11 |
| -7.58% | Feb 1, 2018 | 5 | Feb 8, 2018 | 5 | Feb 15, 2018 | 10 |
| -7.11% | Apr 17, 2026 | 4 | Apr 23, 2026 | 7 | May 4, 2026 | 11 |
| -7.06% | Jul 15, 2026 | 2 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -6.90% | Jan 24, 2025 | 1 | Jan 27, 2025 | 3 | Jan 30, 2025 | 4 |
| -6.42% | Apr 3, 2024 | 9 | Apr 16, 2024 | 6 | Apr 24, 2024 | 15 |