IBKR trailing returns
Interactive Brokers Group Inc.'s 10-year annualized return is +29.8% per year (+1256.7% cumulative). How Interactive Brokers Group Inc. (IBKR) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through July 24, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-07-24. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | -0.0% | |
| 1 week | — | +1.3% | |
| 1 month | — | -1.1% | |
| YTD | — | +43.0% | |
| 1 year | +45.6% | +45.6% | |
| 5 years | +46.0% | +563.3% | |
| 10 years | +29.8% | +1256.7% | |
| Since inception (2007) | +16.4% | +1739.6% |
Growth of IBKR#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-07-24). 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. Total return reinvests dividends (from IBKR's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum
FAQ
- What is Interactive Brokers Group Inc.'s 10-year return?
- Over the last 10 years, Interactive Brokers Group Inc. (IBKR) returned about +29.8% a year annualized (+1256.7% cumulative total return).
- What is Interactive Brokers Group Inc.'s return since inception?
- Since 2007, Interactive Brokers Group Inc. (IBKR) has compounded at about +16.4% a year — +1739.6% in total.