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 +69.95% over the past year and +38.48% YTD, with dividends reinvested. Since May 4, 2007, IBKR is up +654.67% in real purchasing-power return, or +11.14%/yr, and is currently āˆ’4.84% below its real total-return high on Jun. 22, 2026.

Data ending Thu Jun. 25, 2026

Fri 2007-05-04šŸ’¬ to Thu 2026-06-25 YTD
Return 		1 Year
Return
IBKR × 		+38.48%
2026-06-25 		+69.95%
2026-06-25
Interactive Brokers Group Inc NASDAQ Common Stock

Returns

Fri 2007-05-04šŸ’¬ to Thu 2026-06-25 Overall
Return 		Exponential
Trendline
IBKR × 		+654.67%
+11.14%/yr 		+11.59%/yr
(R2=0.746)
Interactive Brokers Group Inc NASDAQ Common Stock

Growth of $10,000

Fri 2007-05-04šŸ’¬ to Thu 2026-06-25 Start
Value 		End
Value
IBKR × 		$10,000.00
2007-05-04 		$75,467.39
2026-06-25
Interactive Brokers Group Inc NASDAQ Common Stock

Annual Returns

Year IBKR
2026 (YTD) +38.48%
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 Thu 2026-06-25 Current
Drawdown 		Worst
Drawdown
IBKR × 		āˆ’4.84%
from 2026-06-22 peak 		āˆ’65.46%
2011-08-08
from 2008-02-01 peak
Interactive Brokers Group Inc NASDAQ Common Stock

Rolling Returns

Period ending Thu 2026-06-25 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
IBKR × 		+69.95% +183.54%
+68.39%/yr 		+319.95%
+61.34%/yr 		+348.79%
+35.02%/yr 		+652.01%
+22.36%/yr
Interactive Brokers Group Inc NASDAQ Common Stock