Interactive Brokers Group, Inc. (IBKR) Performance:83.44%(TTM)
The total return for Interactive Brokers Group, Inc. (IBKR) stock is +83.44% over the past 12 months vs. +26.77% for the S&P 500. So far it's up +49.59% this year. Includes price appreciation + reinvested dividends.
Interactive Brokers Group, Inc. (IBKR) Compound Annual Growth Rates (CAGR) Summary
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +82.58% | +68.31% | +43.43% | +26.55% | +23.55% | - |
| Total Return CAGR | +83.44% | +69.20% | +44.21% | +27.41% | +24.91% | - |
| Revenue CAGR | +12.68% | +26.84% | +32.50% | +22.28% | +15.99% | +11.80% |
| Net Income CAGR | +30.90% | +31.63% | +32.31% | +27.02% | +6.15% | +3.09% |
| EPS CAGR | +27.45% | +33.13% | +29.60% | +27.27% | +16.27% | +9.94% |
| Free Cash Flow CAGR | +75.10% | +169.79% | +20.71% | +32.10% | +16.65% | - |
| Operating Cash Flow CAGR | +74.94% | +163.47% | +20.61% | +31.77% | +16.60% | - |
| Dividends CAGR | +42.39% | +44.61% | +24.78% | +11.70% | - | - |
CAGR Trends History
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
IBKR Total Return CAGR Chart
Interactive Brokers Group, Inc. (IBKR)
Annual Total Returns Comparison
| Year | Start Value | End Value | IBKR Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 971.49 | 1453.28 | +49.59% | +10.09% | +39.50% |
| 2025 | 663.73 | 971.49 | +46.37% | +17.72% | +28.65% |
| 2024 | 309.59 | 663.73 | +114.39% | +24.89% | +89.50% |
| 2023 | 268.86 | 309.59 | +15.15% | +26.19% | (11.04%) |
| 2022 | 293.40 | 268.86 | (8.36%) | (18.17%) | +9.81% |
| 2021 | 223.71 | 293.40 | +31.15% | +28.74% | +2.41% |
| 2020 | 169.89 | 223.71 | +31.68% | +18.37% | +13.31% |
| 2019 | 197.47 | 169.89 | (13.96%) | +31.22% | (45.18%) |
| 2018 | 212.62 | 197.47 | (7.13%) | (4.56%) | (2.57%) |
| 2017 | 129.90 | 212.62 | +63.67% | +21.70% | +41.97% |
About Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc. operates as a sophisticated electronic brokerage, serving clients across the United States and globally. This firm manages the trading, clearing, and settlement for a broad spectrum of financial instruments, including equities, options, futures, foreign exchange, bonds, mutual funds, exchange-traded funds (ETFs), precious metals, and digital currencies. Beyond its core brokerage activities, the company provides custodial and administrative account services tailored for various entities such as hedge funds, mutual funds, ETFs, registered investment advisors, proprietary trading desks, introducing brokers, and individual investors. Its suite of services also includes custody solutions, prime brokerage, and financing options like securities lending and margin lending. Interactive Brokers caters to both institutional and individual clientele, utilizing advanced electronic exchanges and market platforms. The company was established in 1977 and maintains its headquarters in Greenwich, Connecticut.
- Sector
- Financial Services
- Industry
- Investment - Banking & Investment Services
- CEO
- Milan Galik