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 +32.32% over the past year and +33.56% YTD, with dividends reinvested. Since May 4, 2007, IBKR is up +627.86% in real purchasing-power return, or +10.86%/yr, and is currently −9.19% below its real total-return high on Jul. 15, 2026.
Data ending Tue Aug. 4, 2026
| Fri 2007-05-04💬 to Tue 2026-08-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IBKR × |
+627.86%
+10.86%/yr |
+11.76%/yr
R2=0.749 |
||||
| Interactive Brokers Group Inc NASDAQ Common Stock | ||||||
| Fri 2007-05-04💬 to Tue 2026-08-04 |
Start
Value |
End
Value |
|---|---|---|
| IBKR × |
$10,000.00
2007-05-04 |
$72,785.85
2026-08-04 |
| YTD | YoY | |
|---|---|---|
| IBKR × | +33.56% | +32.32% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IBKR × |
−9.19%
on 2026-08-04 from 2026-07-15 peak |
−65.46%
on 2011-08-08 from 2008-02-01 peak |
| Period ending Tue 2026-08-04 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IBKR × | +32.32% |
+197.11% +72.37%/yr |
+264.06% +53.84%/yr |
+368.48% +36.19%/yr |
+640.08% +22.16%/yr |
| Year | IBKR |
|---|---|
| 2026 (YTD) | +33.56% |
| 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% |
