Interactive Brokers Group, Inc. (IBKR) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$44,345
Total Return
343.45%
CAGR
34.71%
Dividends
$480.50
Yield on Cost
4.81%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.94% |
| Median | +2.61% |
| Best | +37.02% |
| Worst | -27.22% |
| % of Windows Positive | 60.4% |
1-Year (252 Trading Days)
| Average | +44.74% |
| Median | +40.26% |
| Best | +153.05% |
| Worst | -22.16% |
| % of Windows Positive | 87.1% |
3-Year (756 Trading Days)
| Average | +202.28% |
| Median | +212.68% |
| Best | +377.94% |
| Worst | +58.22% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -38.68% |
| Average Drawdown | -9.62% |
| Drawdown Duration | 98 Trading Days |
| Sortino Ratio | 1.55 |
| Calmar Ratio | 0.90 |
| CVaR (5%) | -4.72% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +23.92% (+102.52% ann.) | +$2391.76 | $12.44 | $2.49 | $0.02 |
| 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 – April 21, 2026 | +146.16% | +76.35% | +$14615.88 | $137.12 | $27.42 | $0.22 |
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% |
| Total | 61 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-28 | $13.62 | $2.72 | $0.02 | 0.6466 |
| 2021-08-31 | $13.64 | $2.73 | $0.02 | 0.6736 |
| 2021-11-30 | $13.65 | $2.73 | $0.02 | 0.5906 |
| 2022-02-28 | $13.67 | $2.73 | $0.02 | 0.6595 |
| 2022-05-31 | $13.68 | $2.74 | $0.02 | 0.7101 |
| 2022-08-31 | $13.70 | $2.74 | $0.02 | 0.7104 |
| 2022-11-30 | $13.72 | $2.74 | $0.02 | 0.5456 |
| 2023-02-28 | $13.73 | $2.74 | $0.02 | 0.5093 |
| 2023-05-31 | $13.75 | $2.75 | $0.02 | 0.5684 |
| 2023-08-31 | $13.76 | $2.75 | $0.02 | 0.4824 |
| 2023-11-30 | $13.77 | $2.76 | $0.02 | 0.5650 |
| 2024-02-29 | $13.78 | $2.76 | $0.02 | 0.4049 |
| 2024-05-31 | $34.49 | $6.90 | $0.06 | 0.8761 |
| 2024-08-30 | $34.54 | $6.91 | $0.06 | 0.8559 |
| 2024-11-29 | $34.60 | $6.92 | $0.06 | 0.5782 |
| 2025-02-28 | $34.63 | $6.93 | $0.06 | 0.5411 |
| 2025-05-30 | $44.37 | $8.87 | $0.07 | 0.6758 |
| 2025-08-29 | $44.43 | $8.89 | $0.07 | 0.5699 |
| 2025-12-01 | $44.47 | $8.90 | $0.07 | 0.5588 |
| 2026-02-27 | $44.52 | $8.90 | $0.07 | 0.4993 |
| Total | $480.50 | $96.10 | $0.76 | 12.2214 |
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.