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Performance of IBKR Interactive Brokers Group | 57.6% in 12m

Compare IBKR with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare Interactive Brokers Group with its related Sector/Index XLF

Compare Interactive Brokers Group with its related Sector/Index XLF

Performance Duell IBKR vs XLF

TimeFrame IBKR XLF
1 Day 0.27% 0.22%
1 Week 2.90% -0.52%
1 Month 6.61% -2.45%
3 Months 26.5% 5.04%
6 Months 48.9% 21.45%
12 Months 57.6% 27.66%
YTD 42.2% 7.79%
Rel. Perf. 1m 0.80
Rel. Perf. 3m 2.93
Rel. Perf. 6m 1.76
Rel. Perf. 12m 2.40

Is Interactive Brokers Group a good stock to buy?

Neither. Based on ValueRay Fundamental Analyses, Interactive Brokers Group is currently (May 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 15.22 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IBKR as of May 2024 is 123.40. This means that IBKR is currently overvalued and has a potential downside of 2.73% (Sold with Premium).

Is IBKR a buy, sell or hold?

  • Strong Buy: 5
  • Buy: 4
  • Hold: 1
  • Sell: 0
  • Strong Sell: 0
Interactive Brokers Group has received a consensus analysts rating of 4.40. Therefor, it is recommend to buy IBKR.
Values above 0%: IBKR is performing better - Values below 0%: IBKR is underperforming

Compare IBKR with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 2.66% 7.99% 30.75% 31.94%
US NASDAQ 100 QQQ 2.27% 7.74% 30.54% 21.87%
US Dow Jones Industrial 30 DIA 2.13% 7.10% 34.47% 40.56%
German DAX 40 DBXD 3.58% 7.55% 30.24% 45.27%
UK FTSE 100 ISFU 2.09% 3.01% 34.99% 48.89%
Shanghai Shenzhen CSI 300 CSI 300 1.09% 2.59% 46.46% 68.28%
Hongkong Hang Seng HSI -1.16% -1.58% 50.48% 72.26%
Japan Nikkei 225 EXX7 1.17% 9.59% 34.20% 39.00%
India NIFTY 50 INDA 2.52% 5.25% 29.61% 30.03%
Brasil Bovespa EWZ 1.14% 5.04% 44.46% 38.44%

IBKR Interactive Brokers Group vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 1.60% 9.41% 29.28% 18.85%
Consumer Discretionary XLY 4.06% 7.13% 37.60% 35.83%
Consumer Staples XLP 2.83% 4.52% 37.09% 56.45%
Energy XLE 6.86% 12.23% 39.00% 38.27%
Financial XLF 3.42% 9.06% 27.49% 29.98%
Health Care XLV 2.62% 8.28% 38.25% 50.49%
Industrial XLI 3.47% 8.92% 26.74% 32.19%
Materials XLB 3.72% 10.10% 33.53% 42.94%
Real Estate XLRE 2.49% 10.15% 40.17% 55.23%
Technology XLK 1.97% 8.50% 31.33% 22.62%
Utilities XLU 0.93% 1.62% 36.10% 55.13%
Aerospace & Defense XAR 1.33% 5.50% 32.43% 33.56%
Biotech XBI -2.32% 6.83% 20.16% 52.23%
Homebuilder XHB 2.19% 9.71% 10.80% 7.72%
Retail XRT 2.60% 8.28% 28.87% 35.88%

IBKR Interactive Brokers Group vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 8.40% 15.43% 48.65% 38.44%
Natural Gas UNG -2.20% 1.23% 91.50% 94.15%
Gold GLD 4.39% 7.62% 32.79% 44.04%
Silver SLV 5.36% 9.85% 34.04% 54.88%
Copper CPER 5.38% -0.29% 26.34% 38.99%

Returns of IBKR vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.58% 7.96% 43.36% 68.73%
iShares High Yield Corp. Bond HYG 2.07% 5.74% 41.71% 48.09%
Does Interactive Brokers Group outperform its market, is IBKR a Sector Leader?
Yes, over the last 12 months Interactive Brokers Group (IBKR) made 57.64%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 27.66%.
Over the last 3 months IBKR made 26.48%, while XLF made 5.04%.
Period IBKR XLF S&P 500
1 Month 6.61% -2.45% -1.38%
3 Months 26.48% 5.04% 4.13%
12 Months 57.64% 27.66% 25.70%