Overview Performance Dividends Peer Group Options

(IBKR) Interactive Brokers - Performance 92.4% in 12m

IBKR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 89.60%
#8 in Peer-Group
Rel. Strength 93.49%
#501 in Stock-Universe
Total Return 12m 92.40%
#11 in Peer-Group
Total Return 5y 372.68%
#12 in Peer-Group
P/E Value
P/E Trailing 32.4
P/E Forward 31.1
High / Low USD
52 Week High 59.60 USD
52 Week Low 27.00 USD
Sentiment Value
VRO Trend Strength +-100 77.91
Buy/Sell Signal +-5 1.33
Support / Resistance Levels
Support
Resistance
12m Total Return: IBKR (92.4%) vs XLF (24.1%)
Total Return of Interactive Brokers versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (IBKR) Interactive Brokers - Performance 92.4% in 12m

Top Performer in Investment Banking & Brokerage

Short Term Performance

Symbol 1w 1m 3m
IBKR 3.15% 13.7% 38%
GSIW 3.85% 6.58% 295%
RILY 38.0% 54.4% 53.9%
WAI -33.4% -75.8% 220%

Long Term Performance

Symbol 6m 12m 5y
IBKR 30.9% 92.4% 373%
WAI 37.1% 60.0% -88.6%
NDA 39.8% 381% 389%
GSIW 169% -76.6% -59.5%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
LPLA NASDAQ
LPL Financial Holdings		 -2.44% 41% 388% 25.3 21.7 1.76 81.0% 30.5%
RJF NYSE
Raymond James Financial		 7.63% 33.4% 254% 15.4 13.9 1.81 21.5% 13.1%
PJT NYSE
PJT Partners		 17.4% 56.9% 277% 31.4 28.9 1.36 -15.6% 6.52%
SF NYSE
Stifel Financial		 13.2% 31.3% 254% 20.8 11.4 0.85 -37.4% -26.8%
SCHW NYSE
Charles Schwab		 4.19% 25.2% 184% 28.2 21.8 1.15 7.50% 11.9%
EVR NYSE
Evercore Partners		 18% 25.4% 458% 27.5 31.8 1.13 -38.0% 2.04%
BGC NASDAQ
BGC		 7.88% 11.6% 281% 40.1 - 1.22 26.1% 38.4%
MC NYSE
Moelis		 24.8% 15.1% 207% 29.9 32.8 1.97 -40.2% -14%

Performance Comparison: IBKR vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IBKR
Total Return (including Dividends) IBKR XLF S&P 500
1 Month 13.71% 4.35% 3.98%
3 Months 38.02% 11.83% 16.24%
12 Months 92.40% 24.05% 12.66%
5 Years 372.68% 138.20% 109.18%

Trend Score (consistency of price movement) IBKR XLF S&P 500
1 Month 91% 83.4% 91.4%
3 Months 87.8% 86.1% 97.5%
12 Months 77.3% 78.1% 46.7%
5 Years 91.3% 75% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month %th73.61 8.96% 9.36%
3 Month %th77.78 23.42% 18.74%
12 Month %th86.11 55.10% 70.78%
5 Years %th86.11 98.44% 125.96%

FAQs

Does Interactive Brokers (IBKR) outperform the market?

Yes, over the last 12 months IBKR made 92.40%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.05%. Over the last 3 months IBKR made 38.02%, while XLF made 11.83%.

Performance Comparison IBKR vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

IBKR vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 2.5% 9.7% 22.9% 80%
US NASDAQ 100 QQQ 2.4% 9.5% 20.5% 80%
German DAX 40 DAX 2.8% 11.8% 12.3% 63%
Shanghai Shenzhen CSI 300 CSI 300 1% 8.5% 21% 73%
Hongkong Hang Seng HSI 1.7% 11.2% 1.6% 58%
India NIFTY 50 INDA 3.9% 13.1% 23.1% 96%
Brasil Bovespa EWZ 7.7% 17.2% 9.8% 92%

IBKR vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 3.1% 10.9% 18.2% 67%
Consumer Discretionary XLY 1.4% 9.6% 30.1% 75%
Consumer Staples XLP 4.7% 13.5% 23.9% 85%
Energy XLE 0.9% 12.5% 32.7% 93%
Financial XLF 3.4% 9.4% 21.2% 68%
Health Care XLV 2.7% 13.7% 33.6% 99%
Industrial XLI 1.7% 8.3% 17.9% 70%
Materials XLB 2.6% 9.9% 24.3% 90%
Real Estate XLRE 2.3% 13% 24.7% 85%
Technology XLK 2.9% 8.4% 18.3% 83%
Utilities XLU 2.2% 10.8% 20% 70%
Aerospace & Defense XAR 0.1% 3.8% 2.4% 43%
Biotech XBI -2.5% 7.8% 29% 104%
Homebuilder XHB 0.3% 4.4% 33.2% 96%
Retail XRT 2.1% 8.6% 26.2% 85%

IBKR vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 4.3% 17.5% 38.3% 98%
Natural Gas UNG 2% 23.7% 48.1% 87%
Gold GLD 2.9% 14.9% 6.2% 55%
Silver SLV -0.4% 8.9% 3.6% 69%
Copper CPER -6.9% 0.2% 5.1% 70%

IBKR vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.8% 13.2% 28.3% 96%
iShares High Yield Corp. Bond HYG 3.2% 12.5% 26.1% 84%