Interactive Brokers Group, Inc. (IBKR) Total Return CAGR: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.
Over longer horizons, Interactive Brokers Group, Inc.'s Total Return CAGR averages 69.20% over 3 years and 44.21% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Interactive Brokers Group, Inc.'s investment performance.
IBKR Total Return CAGR Chart
Interactive Brokers Group, Inc. (IBKR)
IBKR Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
IBKR Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 971.49 | 1453.28 | +481.78 | +49.59% | +49.59% |
| 2025 | 663.73 | 971.49 | +307.76 | +46.37% | +46.37% |
| 2024 | 309.59 | 663.73 | +354.14 | +114.39% | +114.39% |
| 2023 | 268.86 | 309.59 | +40.73 | +15.15% | +15.15% |
| 2022 | 293.40 | 268.86 | -24.54 | -8.36% | -8.36% |
| 2021 | 223.71 | 293.40 | +69.70 | +31.15% | +31.15% |
| 2020 | 169.89 | 223.71 | +53.82 | +31.68% | +31.68% |
| 2019 | 197.47 | 169.89 | -27.57 | -13.96% | -13.96% |
| 2018 | 212.62 | 197.47 | -15.15 | -7.13% | -7.13% |
| 2017 | 129.90 | 212.62 | +82.71 | +63.67% | +63.67% |
| 2016 | 153.42 | 129.90 | -23.51 | -15.33% | -15.33% |
| 2015 | 101.52 | 153.42 | +51.89 | +51.12% | +51.12% |
| 2014 | 83.40 | 101.52 | +18.12 | +21.72% | +21.72% |
| 2013 | 45.76 | 83.40 | +37.64 | +82.25% | +82.25% |
| 2012 | 48.71 | 45.76 | -2.94 | -6.04% | -6.04% |
| 2011 | 56.96 | 48.71 | -8.25 | -14.49% | -14.49% |
| 2010 | 56.58 | 56.96 | +0.38 | +0.68% | +0.68% |
| 2009 | 57.09 | 56.58 | -0.51 | -0.89% | -0.89% |
| 2008 | 103.19 | 57.09 | -46.10 | -44.68% | -44.68% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 1,453 | +50.9% | +80.6% |
| Q1 2026 | 963 | -0.9% | +54.6% |
| Q4 2025 | 971 | -6.4% | +46.4% |
| Q3 2025 | 1,038 | +29.0% | +101.2% |
| Q2 2025 | 805 | +29.2% | +74.7% |
| Q1 2025 | 623 | -6.2% | +53.6% |
| Q4 2024 | 664 | +28.6% | +113.9% |
| Q3 2024 | 516 | +12.0% | +59.8% |
| Q2 2024 | 461 | +13.6% | +54.3% |
| Q1 2024 | 405 | +30.6% | +32.0% |
| Q4 2023 | 310 | -3.9% | +14.4% |
| Q3 2023 | 323 | +8.1% | +36.1% |
| Q2 2023 | 299 | -2.8% | +41.4% |
| Q1 2023 | 307 | +13.2% | +25.8% |
| Q4 2022 | 271 | +14.4% | -9.2% |
| Q3 2022 | 237 | +12.3% | -2.1% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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