(IBKR) Interactive Brokers - Performance 80% in 12m
IBKR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
91.87%
#6 in Peer-Group
Rel. Strength
92.23%
#592 in Stock-Universe
Total Return 12m
80.02%
#9 in Peer-Group
Total Return 5y
472.86%
#7 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 28.2 |
| P/E Forward | 27.3 |
| High / Low | USD |
|---|---|
| 52 Week High | 58.23 USD |
| 52 Week Low | 26.51 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 64.83 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IBKR (80%) vs XLF (23.6%)
5y Drawdown (Underwater) Chart
Top Performer in Investment Banking & Brokerage
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 |
-1.5% | 34.7% | 387% | 26.3 | 20.2 | 1.64 | 81.0% | 30.5% |
| RJF NYSE Raymond James Financial |
-3.56% | 26.5% | 234% | 14 | 12.6 | 1.64 | 21.5% | 13.1% |
| PJT NYSE PJT Partners |
2.49% | 46.5% | 223% | 27.3 | 28 | 1.36 | 1.0% | 6.52% |
| SF NYSE Stifel Financial |
-0.81% | 22.1% | 235% | 18 | 11.1 | 0.85 | -37.4% | -26.8% |
| EVR NYSE Evercore Partners |
3.1% | 22.2% | 376% | 22.5 | 25.6 | 1.13 | -38.0% | 2.04% |
| SCHW NYSE Charles Schwab |
0.76% | 25.2% | 164% | 26.7 | 20.8 | 1.1 | 7.50% | 11.9% |
| BGC NASDAQ BGC |
-4.39% | 20.8% | 259% | 37.6 | - | 1.22 | 26.1% | 38.4% |
| MC NYSE Moelis |
-7.18% | 9.46% | 120% | 26.1 | 29.2 | 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 | 1.78% | -2.71% | 0.44% |
| 3 Months | 22.59% | 2.80% | 6.81% |
| 12 Months | 80.02% | 23.58% | 10.31% |
| 5 Years | 472.86% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | IBKR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -5.1% | -9% | 83% |
| 3 Months | 80.3% | 64.3% | 77.5% |
| 12 Months | 78.5% | 78.5% | 43.1% |
| 5 Years | 92.3% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #19 | 4.61% | 1.34% |
| 3 Month | #13 | 19.25% | 14.77% |
| 12 Month | #10 | 45.67% | 63.19% |
| 5 Years | #7 | 147.91% | 178.14% |
FAQs
Does Interactive Brokers (IBKR) outperform the market?
Yes,
over the last 12 months IBKR made 80.02%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.58%.
Over the last 3 months IBKR made 22.59%, while XLF made 2.80%.
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 | 3.5% | 1.3% | 19.9% | 70% |
| US NASDAQ 100 | QQQ | 3.5% | 0.4% | 19.7% | 70% |
| German DAX 40 | DAX | 5.6% | 4.4% | 7.7% | 52% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.4% | 2.1% | 21.5% | 69% |
| Hongkong Hang Seng | HSI | 4.5% | -2.1% | 2.8% | 53% |
| India NIFTY 50 | INDA | 5.7% | 3.6% | 22% | 82% |
| Brasil Bovespa | EWZ | 1.5% | 0.3% | -5.3% | 69% |
IBKR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.9% | 0.2% | 15.9% | 56% |
| Consumer Discretionary | XLY | 4.9% | 4.9% | 30% | 63% |
| Consumer Staples | XLP | 4.2% | 4.1% | 20.9% | 74% |
| Energy | XLE | 0.8% | -2.6% | 15.9% | 77% |
| Financial | XLF | 4.4% | 4.5% | 16.1% | 56% |
| Health Care | XLV | 4.7% | 2.6% | 24.6% | 87% |
| Industrial | XLI | 4.3% | 3.2% | 14.2% | 63% |
| Materials | XLB | 4.1% | 2.1% | 19.6% | 81% |
| Real Estate | XLRE | 3.3% | 2.4% | 18% | 68% |
| Technology | XLK | 2.4% | -1.2% | 18% | 75% |
| Utilities | XLU | 3.3% | 4.2% | 13.2% | 60% |
| Aerospace & Defense | XAR | 3.9% | -2.5% | 0.8% | 40% |
| Biotech | XBI | 4.9% | -1.9% | 30.5% | 88% |
| Homebuilder | XHB | 6.2% | 8.3% | 34.8% | 90% |
| Retail | XRT | 5% | 1.7% | 26.6% | 78% |
IBKR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7.1% | -18.3% | 9.62% | 75% |
| Natural Gas | UNG | -10.5% | -13.8% | -1.9% | 89% |
| Gold | GLD | 2.3% | -2.3% | -7.3% | 36% |
| Silver | SLV | 1.9% | -11.3% | -1.5% | 57% |
| Copper | CPER | 1.8% | -2.6% | 4% | 70% |
IBKR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.3% | 0.7% | 23.5% | 85% |
| iShares High Yield Corp. Bond | HYG | 2.8% | 1.1% | 18.2% | 71% |