Overview Performance Dividends Peer Group Options

(IBKR) Interactive Brokers - Performance 50.3% in 12m

Compare IBKR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 89.44%
#7 in Group
Rel. Strength 89.64%
#828 in Universe
Total Return 12m 50.25%
#14 in Group
Total Return 5y 336.28%
#13 in Group
P/E 23.3
76th Percentile in Group
P/E Forward 24.2
76th Percentile in Group
PEG 10.9
88th Percentile in Group
FCF Yield 12.8%
(?) Percentile in Group

12m Total Return: IBKR (50.3%) vs XLF (22.7%)

Compare overall performance (total returns) of Interactive Brokers with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (IBKR) Interactive Brokers - Performance 50.3% in 12m

Top Performers in Investment Banking & Brokerage

Short Term
Symbol 1w 1m 3m
IBKR 6.27% 3.78% -20.9%
PNP 1.55% 18.0% 44.3%
MRX 13.2% 25.6% 24.8%
DOMH 1.32% 14.8% 36.9%
Long Term
Symbol 6m 12m 5y
IBKR 12.9% 50.3% 336%
NDA 53.4% 436% 464%
PNP 101% 214% 768%
MRX 69.9% 134% 137%
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		 -2.25% 19.4% 435% 22.4 16.7 1.36 59.1% 34.9%
RJF NYSE
Raymond James Financial		 -0.99% 13.9% 255% 13.2 12.9 1.68 66.1% 10.4%
PJT NYSE
PJT Partners		 2.78% 51.1% 228% 27.5 25 1.36 -1.80% 29.3%
SF NYSE
Stifel Financial		 -9.09% 9.18% 235% 16.4 10.1 0.85 -4.40% 8.95%
EVR NYSE
Evercore Partners		 2.79% 14.6% 364% 21.7 20.3 1.13 -58.5% -2.93%
MC NYSE
Moelis		 -8.19% 13.5% 150% 23.9 27.7 1.97 -49.9% -11.4%
SCHW NYSE
Charles Schwab		 3.99% 11.6% 145% 24.2 18.9 1 -8.40% 6.95%
LAZ NYSE
Lazard		 -10.2% 5.39% 101% 14.6 15.5 1 -37.2% -28.4%

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 3.78% -2.11% -0.87%
3 Months -20.87% -4.92% -7.58%
12 Months 50.25% 22.69% 11.88%
5 Years 336.28% 144.89% 110.33%
Trend Score (consistency of price movement) IBKR XLF S&P 500
1 Month 8.20% 27.8% 23%
3 Months -83.4% -81% -88.5%
12 Months 79.8% 83.7% 55.1%
5 Years 91.4% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #20 6.02% 4.69%
3 Month #45 -16.8% -14.4%
12 Month #15 22.5% 34.3%
5 Years #15 78.2% 107%

FAQs

Does IBKR Interactive Brokers outperforms the market?

Yes, over the last 12 months IBKR made 50.25%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months IBKR made -20.87%, while XLF made -4.92%.

Performance Comparison IBKR vs Indeces and Sectors

IBKR vs. Indices IBKR is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 2.70% 4.65% 14.8% 38.4%
US NASDAQ 100 QQQ 1.67% 2.38% 14.4% 37.6%
US Dow Jones Industrial 30 DIA 3.64% 6.96% 14.9% 41.1%
German DAX 40 DAX 3.93% 2.46% -4.74% 25.6%
Shanghai Shenzhen CSI 300 CSI 300 6.66% 6.60% 17.8% 44.3%
Hongkong Hang Seng HSI 3.69% 3.72% 12.9% 36.4%
India NIFTY 50 INDA 5.54% -0.28% 14.5% 47.2%
Brasil Bovespa EWZ 3.50% -0.82% 11.1% 56.1%

IBKR vs. Sectors IBKR is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 2.45% 4.83% 8.65% 26.3%
Consumer Discretionary XLY 2.62% 3.88% 12.3% 36.9%
Consumer Staples XLP 6.20% 3.58% 9.47% 39.1%
Energy XLE 7.18% 17.6% 20.6% 61.3%
Financial XLF 4.09% 5.89% 7.18% 27.6%
Health Care XLV 2.78% 7.57% 16.5% 48.5%
Industrial XLI 2.28% 3.67% 14.1% 40.7%
Materials XLB 3.31% 6.21% 22.2% 53.8%
Real Estate XLRE 4.22% 5.09% 15.7% 32.2%
Technology XLK 0.25% 2.09% 18.1% 42.5%
Utilities XLU 5.54% 3.72% 12.7% 28.4%
Aerospace & Defense XAR 1.75% -2.61% 1.25% 23.7%
Biotech XBI 1.40% 1.50% 27.4% 52.1%
Homebuilder XHB 3.39% 6.05% 29.6% 57.3%
Retail XRT 4.27% 4.34% 20.4% 53.0%

IBKR vs. Commodities IBKR is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 12.9% 21.6% 26.0% 69.2%
Natural Gas UNG -0.15% 26.3% -18.8% 34.3%
Gold GLD 6.23% -1.64% -6.91% 6.87%
Silver SLV 9.41% 8.27% 13.6% 27.2%
Copper CPER 12.3% 13.5% 8.61% 49.4%

IBKR vs. Yields & Bonds IBKR is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.81% 5.14% 14.1% 44.6%
iShares High Yield Corp. Bond HYG 5.50% 3.66% 10.7% 41.0%