All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
IBKR total return snapshot: IBKR returned +37.19% over the past year and +38.10% YTD, with dividends reinvested. Since May 4, 2007, IBKR is up +1,079.06% in nominal total return, or +13.67%/yr, and is currently −9.01% below its total-return high on Jul. 15, 2026.
Data ending Tue Aug. 4, 2026
| Fri 2007-05-04💬 to Tue 2026-08-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IBKR × |
+1,079.06%
+13.67%/yr |
+14.41%/yr
R2=0.803 |
||||
| Interactive Brokers Group Inc NASDAQ Common Stock | ||||||
| Fri 2007-05-04💬 to Tue 2026-08-04 |
Start
Value |
End
Value |
|---|---|---|
| IBKR × |
$10,000.00
2007-05-04 |
$117,906.08
2026-08-04 |
| YTD | YoY | |
|---|---|---|
| IBKR × | +38.10% | +37.19% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IBKR × |
−9.01%
on 2026-08-04 from 2026-07-15 peak |
−63.66%
on 2009-03-09 from 2008-02-01 peak |
| Period ending Tue 2026-08-04 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IBKR × | +37.19% |
+216.50% +77.90%/yr |
+298.84% +58.59%/yr |
+474.86% +41.88%/yr |
+930.45% +26.27%/yr |
| Year | IBKR |
|---|---|
| 2026 (YTD) | +38.10% |
| 2025 | +45.97% |
| 2024 | +113.12% |
| 2023 | +14.58% |
| 2022 | −8.90% |
| 2021 | +30.37% |
| 2020 | +30.67% |
| 2019 | −14.52% |
| 2018 | −7.56% |
| 2017 | +62.57% |
| 2016 | −16.03% |
| 2015 | +49.92% |
| 2014 | +20.30% |
| 2013 | +78.96% |
| 2012 | −7.72% |
| 2011 | −15.75% |
| 2010 | +0.71% |
| 2009 | −0.95% |
| 2008 | −44.65% |
| 2007 | +3.26% |
