All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

IBKR: Total Return Chart (with Dividends Reinvested)

IBKR total return snapshot: IBKR returned +49.80% over the past year and +44.99% YTD, with dividends reinvested. Since May 4, 2007, IBKR is up +1,137.86% in nominal total return, or +13.92%/yr, and is currently −4.48% below its total-return high on Jul. 15, 2026.

Data ending Mon Aug. 24, 2026

Growth of $10,000

Fri 2007-05-04💬 to Mon 2026-08-24 Overall
Return
Exponential
Trendline
IBKR
×
+1,137.86%
+13.92%/yr
+14.50%/yr
R2=0.804
Interactive Brokers Group Inc NASDAQ Common Stock

Growth of $10,000 Summary

Fri 2007-05-04💬 to Mon 2026-08-24 Start
Value
End
Value
IBKR
×
$10,000.00
2007-05-04
$123,786.08
2026-08-24

This Year’s Performance

through 2026-08-24

  YTD YoY
IBKR
×
+44.99% +49.80%

Drawdowns

  Current
Drawdown
Worst
Drawdown
IBKR
×
−4.48%
on 2026-08-24
from 2026-07-15 peak
−63.66%
on 2009-03-09
from 2008-02-01 peak

Rolling Returns

Period ending Mon 2026-08-24 1 yr 2 yr 3 yr 5 yr 10 yr
IBKR
×
+49.80% +203.01%
+74.07%/yr
+307.29%
+59.70%/yr
+493.09%
+42.77%/yr
+974.43%
+26.80%/yr

Annual Returns

Year IBKR
2026 (YTD) +44.99%
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%