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Interactive Brokers Group Inc. trailing returns

Interactive Brokers Group Inc.'s 10-year annualized return is +27.2% per year (+1004.5% 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 September 11, 2026 — cumulative and annualized, with dividends on or off.

Trailing returns by period#

To 2026-09-11. Annualized (CAGR) for windows of a year or more.

PeriodPathAnnualizedCumulative
1 day+2.2%
1 week-1.7%
1 month-0.2%
YTD+42.5%
1 year
+46.8%
+46.8%
5 years
+43.0%
+497.7%
10 years
+27.2%
+1004.5%
Since inception (2007)
+14.2%
+1213.7%

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 (2026-09-11). 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.

FAQ#

What is Interactive Brokers Group Inc.'s 10-year return?
Over the last 10 years, Interactive Brokers Group Inc. (IBKR) returned about +27.2% a year annualized (+1004.5% cumulative total return).
What is Interactive Brokers Group Inc.'s return since inception?
Since 2007, Interactive Brokers Group Inc. (IBKR) has compounded at about +14.2% a year — +1213.7% in total.

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