Interactive Brokers Group, Inc. (IBKR) Total Return:83.44%(TTM)
Over the latest trailing 12-month period, Interactive Brokers Group, Inc. (IBKR)'s total return cagr is +83.44%. The comparable SPY value is +26.75%. Year-to-date total return is +49.59%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IBKR
$145,328
(14.5x return)
Invested on May 4, 2007
Growth of $10,000 in SPY (S&P 500)
$70,590
(7.1x return)
Invested on May 4, 2007
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+49.6%
1-Year Total Return
+83.4%
Current Dividend Yield
0.34%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +82.6% | +83.4% | +0.9% |
| 3 Years | +68.3% | +69.2% | +0.9% |
| 5 Years | +43.4% | +44.2% | +0.8% |
| 10 Years | +26.6% | +27.4% | +0.9% |
| 15 Years | +23.6% | +24.9% | +1.4% |
| 20 Years | — | — | — |
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