How much would $1,000 invested in IBKR be worth today?

$1,000 invested in IBKR on October 27, 2016 would be worth $10,535 on October 27, 2026, with dividends reinvested — 26.6% a year compounded (CAGR).

How far back does the IBKR calculator go?

IBKR data begins May 4, 2007, with a close every session. Pick any start and end date in that span — 19 years, 6 months of history.

Does this include dividends?

Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.

If You Invested $1,000 in IBKR: What It Would Be Worth Today

IBKR

$82.25+2.06%

as of close, Oct 27, 2026

☾ AH $82.25 +2.06%

Interactive Brokers Group Inc.Stock · FinancialsS&P 500 Equal Weight · 0.2% of RSPNasdaq Composite · 0.08% of ONEQS&P 500 · 0.06% of SPYRussell 1000 · 0.05% of IWBRussell 3000 · 0.05% of IWVUS Stock Market · 0.05% of VTIMSCI World · 0.05% of URTHMSCI ACWI · 0.04% of ACWI

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Your investment#

How much

All at once, on the start date

Pick start & end dates10 years

Start

Key dates

Start at a well-known dateRecentMarket topsMarket bottomsEvents

Bought at that day's close

End

Key dates

End at a well-known dateMarket topsMarket bottomsEvents

Latest close, Oct 27, 2026

Or drag the slider to set start and end dates

2007 to today, log scale

2008 crisisCovid

201020152020Oct 2016Today

Options

Result#

$1,000Oct 27, 2016$10,535Oct 27, 202610.5×your money

$1,000 invested in IBKR on October 27, 2016 was worth $10,535 on October 27, 2026, with dividends reinvested.

That’s 26.6% a year compounded (CAGR) over 10 years: 10.5 times your money.

Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: IBKR beat both the S&P 500 and the Nasdaq-100.

Price only$9,868if dividends were spent

Biggest fall−55.1%May 11, 2018 to Mar 23, 2020

At a flat 5% a year$1,629a savings account's rate

Gain$9,535on $1,000 put in

How this period ranks#

Better than 96% of all 114 periods of 10 years since 2007.

Your dates

−60%0%130%

Worst: 3.8% a year, May 2007 to May 2017Best: 27.7% a year, Aug 2016 to Aug 2026

One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in IBKR, October 27, 2016 to October 27, 2026#

Your $1,000$Your buySame plan in the S&P 500A lowLog scale: equal steps are equal percentage moves

$1,089 · Mar 2020$4,588 · Apr 2025$1,645 · May 2022$1,852 · Sep 2021$

$1,000$2,000$5,000$11k

20182020202220242026

How far IBKR was below its previous high. The biggest fall: −55.1% from May 11, 2018 to Mar 23, 2020, back to the high by Mar 9, 2021.

−55.1% from its high−38.7% from its high−35.3% from its high−24.5% from its high

high−55%

Your one buy. $1,000 on October 27, 2016, worth $10,535 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

10.5×paid

What $1,000 would be worth on October 27, 2026, by start date#

Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.

Your start

$1,000$2,000$5,000$10k$20k

2010201520202025

$1,000 invested in IBKR, by year#

Started on each year's first close and held to Oct 27, 2026, dividends reinvested.

Started	Worth Oct 27, 2026	Multiple	A year (CAGR)	Same in the Nasdaq-100
2017	$9,444	9.4×	25.7%	$6,447
2018	$5,827	5.8×	22.1%	$4,818
2019	$6,484	6.5×	27.0%	$4,890
2020	$7,156	7.2×	33.5%	$3,475
2021	$5,542	5.5×	34.3%	$2,411
2022	$4,310	4.3×	35.5%	$1,848
2023	$4,699	4.7×	50.0%	$2,786
2024	$3,948	3.9×	62.8%	$1,817
2025	$1,818	1.8×	39.0%	$1,426
2026	$1,227	1.2×	—	$1,180

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. IBKR data begins May 4, 2007; values as of October 27, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live IBKR chart and fundamentals on the IBKR quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in IBKR be worth today?: $1,000 invested in IBKR on October 27, 2016 would be worth $10,535 on October 27, 2026, with dividends reinvested — 26.6% a year compounded (CAGR).
How far back does the IBKR calculator go?: IBKR data begins May 4, 2007, with a close every session. Pick any start and end date in that span — 19 years, 6 months of history.
Does this include dividends?: Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.

IBKR return calculator