Interactive Brokers Group Inc. trailing returns
Interactive Brokers Group Inc.'s 10-year return is +26.6% a year (CAGR) (+953.5% cumulative). How Interactive Brokers Group Inc. (IBKR) has performed over the last day, week, month and year, over 5 and 10 years, and since inception, through October 27, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-27. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +2.1% | +0.0% | +2.1% | — |
| 5 days | -0.8% | +0.0% | -0.8% | -5.9%Oct 23 |
| 1 month | -7.8% | +0.0% | -7.8% | -11.4%Oct 23 |
| YTD | +27.9% | +0.4% | +28.3% | -18.8%Mar 30 |
| 1 year | +18.4% | +0.5% | +18.9% | -18.8%Mar 2026 |
| 5 years | +35.6% | +0.7% | +36.3%+370.9% | -38.7%Apr 2025 |
| 10 years | +25.7% | +0.8% | +26.6%+953.5% | -55.7%Mar 2020 |
| Since inception (2007) | +12.8% | +0.7% | +13.5%+1082.5% | -63.7%Mar 2009 |
Growth of IBKR#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+36.3%/year · +370.9%
- 10 years+26.6%/year · +953.5%
- Since inception (2007)+13.5%/year · +1082.5%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-27). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in IBKR's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Interactive Brokers Group Inc.'s 10-year return?
- Over the last 10 years, Interactive Brokers Group Inc. (IBKR) returned about +26.6% a year annualized (+953.5% cumulative total return).
- What is Interactive Brokers Group Inc.'s return since inception?
- Since 2007, Interactive Brokers Group Inc. (IBKR) has compounded at about +13.5% a year — +1082.5% in total.