All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
IBKR real return snapshot: after CPI-U inflation, IBKR returned +44.92% over the past year and +40.41% YTD, with dividends reinvested. Since May 4, 2007, IBKR is up +665.21% in real purchasing-power return, or +11.12%/yr, and is currently −4.67% below its real total-return high on Jul. 15, 2026.
Data ending Mon Aug. 24, 2026
| Fri 2007-05-04💬 to Mon 2026-08-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IBKR × |
+665.21%
+11.12%/yr |
+11.84%/yr
R2=0.750 |
||||
| Interactive Brokers Group Inc NASDAQ Common Stock | ||||||
| Fri 2007-05-04💬 to Mon 2026-08-24 |
Start
Value |
End
Value |
|---|---|---|
| IBKR × |
$10,000.00
2007-05-04 |
$76,520.96
2026-08-24 |
| YTD | YoY | |
|---|---|---|
| IBKR × | +40.41% | +44.92% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IBKR × |
−4.67%
on 2026-08-24 from 2026-07-15 peak |
−65.46%
on 2011-08-08 from 2008-02-01 peak |
| Period ending Mon 2026-08-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IBKR × | +44.92% |
+185.01% +68.82%/yr |
+273.34% +55.13%/yr |
+384.66% +37.12%/yr |
+673.19% +22.70%/yr |
| Year | IBKR |
|---|---|
| 2026 (YTD) | +40.41% |
| 2025 | +42.17% |
| 2024 | +107.15% |
| 2023 | +10.87% |
| 2022 | −14.43% |
| 2021 | +21.80% |
| 2020 | +28.92% |
| 2019 | −16.43% |
| 2018 | −9.29% |
| 2017 | +59.20% |
| 2016 | −17.74% |
| 2015 | +48.83% |
| 2014 | +19.40% |
| 2013 | +76.31% |
| 2012 | −9.29% |
| 2011 | −18.18% |
| 2010 | −0.77% |
| 2009 | −3.57% |
| 2008 | −44.70% |
| 2007 | +1.69% |
