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 +24.98% over the past year and +37.72% YTD, with dividends reinvested. Since May 4, 2007, IBKR is up +1,402.31% in nominal total return, or +14.98%/yr, and is currently −9.99% below its total-return high on Aug. 25, 2026.

Data ending Fri Oct. 2, 2026

Growth of $10,000

Fri 2007-05-04💬 to Fri 2026-10-02 Overall
Return
Exponential
Trendline
IBKR
×
+1,402.31%
+14.98%/yr
+16.27%/yr
R2=0.846
Interactive Brokers Group Inc NASDAQ Common Stock

Growth of $10,000 Summary

Fri 2007-05-04💬 to Fri 2026-10-02 Start
Value
End
Value
IBKR
×
$10,000.00
2007-05-04
$150,231.39
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
IBKR
×
+37.72% +24.98%

Drawdowns

  Current
Drawdown
Worst
Drawdown
IBKR
×
−9.99%
on 2026-10-02
from 2026-08-25 peak
−63.66%
on 2009-03-09
from 2008-02-01 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
IBKR
×
+24.98% +150.03%
+58.12%/yr
+318.81%
+61.19%/yr
+462.17%
+41.25%/yr
+969.11%
+26.74%/yr

Annual Returns

Year IBKR
2026 (YTD) +37.72%
2025 +46.37%
2024 +114.43%
2023 +15.14%
2022 −8.36%
2021 +31.12%
2020 +31.71%
2019 −14.01%
2018 −7.13%
2017 +63.75%
2016 −15.34%
2015 +51.13%
2014 +21.81%
2013 +82.11%
2012 −4.31%
2011 −14.49%
2010 +10.95%
2009 −0.95%
2008 −44.65%
2007 +3.26%