Interactive Brokers Group, Inc. (IBKR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$51,441
Total Return
414.41%
CAGR
38.77%
Dividends
$546.31
Yield on Cost
5.46%
Rolling Returns
1-Month (21 Trading Days)
| Average | +3.36% |
| Median | +3.07% |
| Best | +37.02% |
| Worst | -27.22% |
| % of Windows Positive | 62.8% |
1-Year (252 Trading Days)
| Average | +47.49% |
| Median | +42.72% |
| Best | +153.05% |
| Worst | -16.77% |
| % of Windows Positive | 90.0% |
3-Year (756 Trading Days)
| Average | +217.67% |
| Median | +233.95% |
| Best | +381.83% |
| Worst | +75.16% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -38.68% |
| Average Drawdown | -9.19% |
| Drawdown Duration | 98 Trading Days |
| Sortino Ratio | 1.68 |
| Calmar Ratio | 1.00 |
| CVaR (5%) | -4.73% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +35.74% (+106.44% ann.) | +$3574.45 | $26.14 | $5.23 | $0.04 |
| 2025 | +46.22% | +$4622.12 | $68.61 | $13.72 | $0.11 |
| 2024 | +114.16% | +$11416.15 | $102.74 | $20.55 | $0.17 |
| 2023 | +15.03% | +$1502.52 | $55.37 | $11.07 | $0.09 |
| 2022 | -8.46% | $846.45 | $50.46 | $10.10 | $0.08 |
| 2021 | +30.97% | +$3096.93 | $65.77 | $13.15 | $0.10 |
| 2020 | +31.52% | +$3151.84 | $86.01 | $17.20 | $0.13 |
| 2019 | -14.15% | $1415.26 | $73.36 | $14.67 | $0.12 |
| 2018 | -7.24% | $724.14 | $67.67 | $13.53 | $0.11 |
| 2017 | +63.43% | +$6342.81 | $109.91 | $21.98 | $0.17 |
| 2016 | -15.53% | $1553.38 | $92.04 | $18.40 | $0.15 |
| 2015 | +50.79% | +$5079.40 | $137.65 | $27.53 | $0.22 |
| 2014 | +21.42% | +$2141.56 | $165.21 | $33.04 | $0.27 |
| 2013 | +81.25% | +$8124.97 | $294.67 | $58.95 | $0.49 |
| 2012 | -6.43% | $642.79 | $269.90 | $53.98 | $0.46 |
| 2011 | -14.84% | $1484.21 | $169.19 | $33.83 | $0.29 |
| 2010 | +8.81% | +$881.47 | $1010.15 | $202.04 | $1.63 |
| 2009 | -0.95% | $95.02 | $0.00 | $0.00 | $0.00 |
| 2008 | -44.65% | $4464.73 | $0.00 | $0.00 | $0.00 |
| 2007 partial | +3.26% (+4.98% ann.) | +$325.88 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | May 4, 2007 – October 9, 2007 | -12.30% | -26.17% | $1230.03 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -54.48% | -42.72% | $5448.45 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +6.61% | +1.91% | +$661.25 | $1620.37 | $324.07 | $2.65 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +330.98% | +21.29% | +$33098.40 | $2245.15 | $449.02 | $3.62 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -38.01% | -99.57% | $3800.96 | $17.54 | $3.51 | $0.03 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +19.94% | +33.99% | +$1994.42 | $49.14 | $9.83 | $0.08 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +53.02% | +49.72% | +$5302.15 | $80.99 | $16.20 | $0.13 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +6.25% | +6.65% | +$625.48 | $54.22 | $10.85 | $0.08 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +69.30% | +32.85% | +$6929.57 | $140.64 | $28.13 | $0.22 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +169.65% | +78.88% | +$16965.25 | $164.32 | $32.87 | $0.26 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2010-12-07 | $0.4475 | 9.36% |
| 2011-05-25 | $0.0250 | 0.60% |
| 2011-08-30 | $0.0250 | 0.67% |
| 2011-11-29 | $0.0250 | 0.69% |
| 2012-02-28 | $0.0250 | 0.62% |
| 2012-05-30 | $0.0250 | 0.69% |
| 2012-08-29 | $0.0250 | 0.72% |
| 2012-11-28 | $0.0250 | 0.66% |
| 2013-02-27 | $0.0250 | 0.68% |
| 2013-05-29 | $0.0250 | 0.64% |
| 2013-08-28 | $0.0250 | 0.59% |
| 2013-11-26 | $0.0250 | 0.41% |
| 2014-02-26 | $0.0250 | 0.45% |
| 2014-05-28 | $0.0250 | 0.43% |
| 2014-08-27 | $0.0250 | 0.42% |
| 2014-11-26 | $0.0250 | 0.36% |
| 2015-02-25 | $0.0250 | 0.31% |
| 2015-05-28 | $0.0250 | 0.28% |
| 2015-08-28 | $0.0250 | 0.25% |
| 2015-11-27 | $0.0250 | 0.23% |
| 2016-02-26 | $0.0250 | 0.29% |
| 2016-05-27 | $0.0250 | 0.25% |
| 2016-08-30 | $0.0250 | 0.28% |
| 2016-11-29 | $0.0250 | 0.27% |
| 2017-02-27 | $0.0250 | 0.27% |
| 2017-05-30 | $0.0250 | 0.28% |
| 2017-08-30 | $0.0250 | 0.24% |
| 2017-11-30 | $0.0250 | 0.18% |
| 2018-02-28 | $0.0250 | 0.14% |
| 2018-05-31 | $0.0250 | 0.13% |
| 2018-08-30 | $0.0250 | 0.16% |
| 2018-11-29 | $0.0250 | 0.18% |
| 2019-02-28 | $0.0250 | 0.18% |
| 2019-05-30 | $0.0250 | 0.19% |
| 2019-08-29 | $0.0250 | 0.22% |
| 2019-11-27 | $0.0250 | 0.20% |
| 2020-02-27 | $0.0250 | 0.18% |
| 2020-05-29 | $0.0250 | 0.23% |
| 2020-08-31 | $0.0250 | 0.19% |
| 2020-11-30 | $0.0250 | 0.18% |
| 2021-02-26 | $0.0250 | 0.13% |
| 2021-05-28 | $0.0250 | 0.15% |
| 2021-08-31 | $0.0250 | 0.16% |
| 2021-11-30 | $0.0250 | 0.13% |
| 2022-02-28 | $0.0250 | 0.15% |
| 2022-05-31 | $0.0250 | 0.16% |
| 2022-08-31 | $0.0250 | 0.16% |
| 2022-11-30 | $0.0250 | 0.13% |
| 2023-02-28 | $0.0250 | 0.12% |
| 2023-05-31 | $0.0250 | 0.13% |
| 2023-08-31 | $0.0250 | 0.11% |
| 2023-11-30 | $0.0250 | 0.13% |
| 2024-02-29 | $0.0250 | 0.09% |
| 2024-05-31 | $0.0625 | 0.20% |
| 2024-08-30 | $0.0625 | 0.20% |
| 2024-11-29 | $0.0625 | 0.13% |
| 2025-02-28 | $0.0625 | 0.12% |
| 2025-05-30 | $0.0800 | 0.15% |
| 2025-08-29 | $0.0800 | 0.13% |
| 2025-12-01 | $0.0800 | 0.12% |
| 2026-02-27 | $0.0800 | 0.11% |
| 2026-06-01 | $0.0880 | 0.10% |
| Total | 62 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-31 | $14.44 | $2.89 | $0.02 | 0.7133 |
| 2021-11-30 | $14.45 | $2.89 | $0.02 | 0.6254 |
| 2022-02-28 | $14.47 | $2.90 | $0.02 | 0.6984 |
| 2022-05-31 | $14.49 | $2.90 | $0.02 | 0.7519 |
| 2022-08-31 | $14.51 | $2.90 | $0.02 | 0.7523 |
| 2022-11-30 | $14.53 | $2.91 | $0.02 | 0.5777 |
| 2023-02-28 | $14.54 | $2.91 | $0.02 | 0.5393 |
| 2023-05-31 | $14.56 | $2.91 | $0.02 | 0.6019 |
| 2023-08-31 | $14.57 | $2.91 | $0.02 | 0.5109 |
| 2023-11-30 | $14.58 | $2.92 | $0.02 | 0.5983 |
| 2024-02-29 | $14.60 | $2.92 | $0.02 | 0.4288 |
| 2024-05-31 | $36.52 | $7.30 | $0.06 | 0.9277 |
| 2024-08-30 | $36.58 | $7.31 | $0.06 | 0.9063 |
| 2024-11-29 | $36.63 | $7.33 | $0.06 | 0.6123 |
| 2025-02-28 | $36.68 | $7.33 | $0.06 | 0.5730 |
| 2025-05-30 | $46.99 | $9.40 | $0.07 | 0.7157 |
| 2025-08-29 | $47.05 | $9.41 | $0.07 | 0.6035 |
| 2025-12-01 | $47.09 | $9.42 | $0.07 | 0.5917 |
| 2026-02-27 | $47.14 | $9.43 | $0.07 | 0.5287 |
| 2026-06-01 | $51.90 | $10.38 | $0.08 | 0.4672 |
| Total | $546.31 | $109.27 | $0.86 | 12.7243 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.