Interactive Brokers is a large, automated, retail and institutional brokerage that boasted nearly $780 billion in customer equity at the end of 2025. The company cut its teeth as a market maker, introducing US financial markets to automated and algorithmic training before expanding into brokerage services in 1993. The firm has a wide-ranging client base, with its best-in-class order execution and extremely low margin lending rates catering to a sophisticated audience of hedge funds, proprietary traders, and introducing brokers that account for about 45% of the firm's commissions. With operations spanning more than 160 electronic exchanges, 36 countries, and 28 currencies, Interactive Brokers caters to a global clientele, with more than 80% of active accounts sitting outside the US.
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The chart shows the growth of an initial investment of $10,000 in Interactive Brokers Group, Inc. Class A Common Stock, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Interactive Brokers Group, Inc. Class A Common Stock (IBKR) has returned 3.56% so far this year and 97.64% over the past 12 months. Looking at the last ten years, IBKR has achieved an annualized return of 21.12%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Interactive Brokers Group, Inc. Class A Common Stock (IBKR) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 14.48% | -4.69% | -3.11% | -0.94% | ||||||||
| 2025 | 22.45% | -2.87% | -20.83% | 3.90% | 21.38% | 6.07% | 17.99% | -2.30% | 12.25% | 3.68% | -8.28% | 0.13% |
| 2024 | 6.75% | 22.88% | 2.47% | 3.05% | 8.99% | -2.94% | -3.88% | 7.41% | 8.77% | 9.80% | 25.10% | -7.82% |
| 2023 | 10.10% | 8.02% | -4.11% | -6.20% | -1.09% | 7.45% | 5.19% | 4.27% | -5.30% | -7.72% | -3.09% | 5.97% |
| 2022 | -14.76% | -2.89% | 0.32% | -10.60% | 2.96% | -10.33% | 7.77% | 5.75% | 4.89% | 24.30% | -0.50% | -9.92% |
| 2021 | -0.49% | 16.95% | -1.16% | -2.23% | -7.19% | -2.95% | -6.50% | 4.16% | -3.97% | 13.36% | 3.40% | 6.30% |
| 2020 | 0.23% | 7.78% | -16.01% | -3.42% | 3.60% | -1.65% | 19.62% | 6.04% | -8.57% | -1.93% | 10.12% | 13.55% |
| 2019 | -4.78% | 9.37% | -7.93% | 2.92% | -7.21% | 6.69% | -6.12% | -7.92% | 13.94% | -8.41% | 0.88% | -4.86% |
| 2018 | 8.40% | 8.62% | -3.49% | 10.90% | -1.36% | -12.37% | -6.29% | 3.20% | -10.66% | -11.21% | 16.87% | -7.62% |
| 2017 | 0.67% | -2.37% | -6.67% | 3.38% | -0.34% | 6.79% | 6.69% | 4.17% | 7.29% | 20.10% | 4.95% | 3.86% |
| 2016 | -2.79% | 5.68% | -10.92% | -1.11% | 2.54% | -2.08% | -5.04% | 10.50% | -1.27% |
The charts below present risk-adjusted performance metrics for Interactive Brokers Group, Inc. Class A Common Stock (IBKR) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of IBKR compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Interactive Brokers Group, Inc. Class A Common Stock volatility is 2.44%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 203.24B | 128.42B | 115.14B | 109.11B | 95.68B | 71.68B | 60.55B | 61.16B | 54.67B | 48.73B | 43.39B | 37.87B | 33.20B | 30.40B |
| Temporary Equity (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity Attributable To Parent (USD) | 5.36B | 3.58B | 2.85B | 2.40B | 1.95B | 1.45B | 1.28B | 1.09B | 974.00M | 863.00M | 766.32M | 707.26M | 598.50M | 571.24M |
| Equity Attributable To Noncontrolling Interest (USD) | 15.11B | 10.48B | 8.77B | 7.83B | 7.05B | 6.49B | 5.87B | 5.34B | 4.85B | 4.48B | 4.42B | 4.38B | 4.21B | 4.11B |
| Equity (USD) | 20.47B | 14.07B | 11.62B | 10.22B | 9.00B | 7.94B | 7.16B | 6.43B | 5.82B | 5.34B | 5.18B | 5.09B | 4.81B | 4.69B |
| Redeemable Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 182.77B | 114.36B | 103.53B | 98.89B | 86.68B | 63.74B | 53.39B | 54.73B | 48.85B | 43.39B | 38.20B | 32.78B | 28.39B | 25.72B |
| Liabilities (USD) | 182.77B | 114.36B | 103.53B | 98.89B | 86.68B | 63.74B | 53.39B | 54.73B | 48.85B | 43.39B | 38.20B | 32.78B | 28.39B | 25.72B |
| Fixed Assets (USD) | 60.00M | 81.00M | 93.00M | 85.00M | 67.00M | 62.00M | 20.00M | 14.00M | 13.00M | 34.00M | 31.82M | 32.24M | 34.67M | 35.94M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 203.24B | 128.42B | 115.14B | 109.11B | 95.68B | 71.68B | 60.55B | 61.16B | 54.67B | 48.73B | 43.39B | 37.87B | 33.20B | 30.40B |
| Assets (USD) | 203.24B | 128.42B | 115.14B | 109.11B | 95.68B | 71.68B | 60.55B | 61.16B | 54.67B | 48.73B | 43.39B | 37.87B | 33.20B | 30.40B |
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