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 +15.34% over the past year and +20.14% YTD, with dividends reinvested. Since May 4, 2007, IBKR is up +736.61% in real purchasing-power return, or +11.53%/yr, and is currently −18.88% below its real total-return high on Aug. 25, 2026.
Data ending Fri Oct. 23, 2026
| Fri 2007-05-04💬 to Fri 2026-10-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IBKR × |
+736.61%
+11.53%/yr |
+13.63%/yr
R2=0.808 |
||||
| Interactive Brokers Group Inc NASDAQ Common Stock | ||||||
| Fri 2007-05-04💬 to Fri 2026-10-23 |
Start
Value |
End
Value |
|---|---|---|
| IBKR × |
$10,000.00
2007-05-04 |
$83,661.11
2026-10-23 |
| YTD | YoY | |
|---|---|---|
| IBKR × | +20.14% | +15.34% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IBKR × |
−18.88%
on 2026-10-23 from 2026-08-25 peak |
−63.87%
on 2009-03-09 from 2008-02-01 peak |
| Period ending Fri 2026-10-23 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IBKR × | +15.34% |
+105.47% +43.34%/yr |
+270.83% +54.78%/yr |
+261.76% +29.33%/yr |
+618.28% +21.79%/yr |
| Year | IBKR |
|---|---|
| 2026 (YTD) | +20.14% |
| 2025 | +42.56% |
| 2024 | +108.42% |
| 2023 | +11.41% |
| 2022 | −13.92% |
| 2021 | +22.50% |
| 2020 | +29.94% |
| 2019 | −15.93% |
| 2018 | −8.87% |
| 2017 | +60.36% |
| 2016 | −17.06% |
| 2015 | +50.03% |
| 2014 | +20.89% |
| 2013 | +79.41% |
| 2012 | −5.94% |
| 2011 | −16.96% |
| 2010 | +9.32% |
| 2009 | −3.58% |
| 2008 | −44.70% |
| 2007 | +1.69% |
