IBKR
Interactive Brokers Group, Inc. Class A
Stock
$88.30+2.49 (+2.90%)Close Oct 2, 2026
May 4, 2007 – Oct 2, 2026, Dividends reinvested
- Final balance
- $147,718
- CAGR
- +14.88%
- Max drawdown
- −63.66%
- Sharpe ratio
- 0.57
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.92%
- 3M
- −3.23%
- 6M
- +30.60%
- YTD
- +37.71%
- 1Y
- +24.98%
- 3Y
- +61.19%
- 5Y
- +41.25%
- 10Y
- +26.74%
- 15Y
- +25.37%
- Since 2007
- +14.88%
Metrics
Since 2007| Volatility | 35.20% |
|---|---|
| Sortino ratio | 0.82 |
| Calmar ratio | 0.23 |
| Best year, 2024 | +114.43% |
| Worst year, 2008 | −44.65% |
| Positive years | 10 of 18 |
| Longest drawdown | 6.9 years |
Worst drawdowns
Since 2007| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −63.7% | Feb 2008 | Mar 2009 | Dec 2014 | 6.9 years |
| −55.1% | May 2018 | Mar 2020 | Mar 2021 | 2.8 years |
| −38.7% | Feb 2025 | Apr 2025 | Jul 2025 | 5 months |
| −35.3% | Dec 2021 | May 2022 | Feb 2023 | 1.1 years |
| −33.3% | Jul 2015 | Feb 2016 | Sep 2017 | 2.2 years |
Annual returns
2007 from May 4 · 2026 through Oct 2