The total return over the past 12 months is +37.23% vs. +23.58% for the S&P 500. So far it's up +38.11% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +36.59% | +58.31% | +41.75% | +26.12% | +23.63% | N/A |
| Total Return CAGR | +37.23% | +59.16% | +42.53% | +26.97% | +24.99% | N/A |
| Revenue CAGR | +15.76% | +20.84% | +32.59% | +23.00% | +15.83% | +11.80% |
| Net Income CAGR | +34.37% | +30.38% | +28.94% | +27.53% | +5.62% | +3.09% |
| EPS CAGR | +31.77% | +33.13% | +29.60% | +27.27% | +16.27% | +9.94% |
| Free Cash Flow CAGR | +75.10% | +169.79% | +20.71% | +32.10% | +16.65% | N/A |
| Operating Cash Flow CAGR | +74.94% | +163.47% | +20.61% | +31.77% | +16.60% | N/A |
| Dividends CAGR | +42.39% | +44.61% | +24.78% | +11.70% | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Interactive Brokers Group, Inc. (IBKR)
| Year | Start price | End price | IBKR Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $64.31 | $88.63 | +38.11% | +13.71% | +24.40% |
| 2025 | $44.17 | $64.31 | +46.37% | +17.72% | +28.65% |
| 2024 | $20.73 | $44.17 | +114.39% | +24.89% | +89.50% |
| 2023 | $18.09 | $20.73 | +15.15% | +26.19% | (11.04%) |
| 2022 | $19.86 | $18.09 | (8.36%) | (18.17%) | +9.81% |
| 2021 | $15.23 | $19.86 | +31.15% | +28.74% | +2.41% |
| 2020 | $11.66 | $15.23 | +31.68% | +18.37% | +13.31% |
| 2019 | $13.66 | $11.66 | (13.96%) | +31.22% | (45.18%) |
| 2018 | $14.80 | $13.66 | (7.13%) | (4.56%) | (2.57%) |
| 2017 | $9.13 | $14.80 | +63.67% | +21.70% | +41.97% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
