All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

IBKR: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

IBKR real return snapshot: after CPI-U inflation, IBKR returned +58.40% over the past year and +47.07% YTD, with dividends reinvested. Since May 4, 2007, IBKR is up +701.51% in real purchasing-power return, or +11.45%/yr, and is currently at its real total-return high.

Data ending Wed Jul. 15, 2026

Fri 2007-05-04šŸ’¬ to Wed 2026-07-15 YTD
Return 		1 Year
Return
IBKR × 		+47.07%
2026-07-15 		+58.40%
2026-07-15
Interactive Brokers Group Inc NASDAQ Common Stock

Returns

Fri 2007-05-04šŸ’¬ to Wed 2026-07-15 Overall
Return 		Exponential
Trendline
IBKR × 		+701.51%
+11.45%/yr 		+11.67%/yr
(R2=0.747)
Interactive Brokers Group Inc NASDAQ Common Stock

Growth of $10,000

Fri 2007-05-04šŸ’¬ to Wed 2026-07-15 Start
Value 		End
Value
IBKR × 		$10,000.00
2007-05-04 		$80,150.92
2026-07-15
Interactive Brokers Group Inc NASDAQ Common Stock

Annual Returns

Year IBKR
2026 (YTD) +47.07%
2025 +42.17%
2024 +107.15%
2023 +10.87%
2022 āˆ’14.43%
2021 +21.80%
2020 +28.92%
2019 āˆ’16.43%
2018 āˆ’9.29%
2017 +59.20%
2016 āˆ’17.74%
2015 +48.83%
2014 +19.40%
2013 +76.31%
2012 āˆ’9.29%
2011 āˆ’18.18%
2010 āˆ’0.77%
2009 āˆ’3.57%
2008 āˆ’44.70%
2007 +1.69%

Drawdowns

Fri 2007-05-04šŸ’¬ to Wed 2026-07-15 Current
Drawdown 		Worst
Drawdown
IBKR × 		— āˆ’65.46%
2011-08-08
from 2008-02-01 peak
Interactive Brokers Group Inc NASDAQ Common Stock

Rolling Returns

Period ending Wed 2026-07-15 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
IBKR × 		+58.40% +195.15%
+71.80%/yr 		+322.35%
+61.64%/yr 		+399.09%
+37.92%/yr 		+672.72%
+22.69%/yr
Interactive Brokers Group Inc NASDAQ Common Stock