In the past 12 months (February 24, 2025 to February 24, 2026), IBKR returned 34.76% versus 16.44% for the S&P 500 (SPY) and 17.52% for Nasdaq 100 (QQQ).
In the past 5 years (February 25, 2021 to February 24, 2026), IBKR returned 299.33% versus 92.58% for the S&P 500 (SPY) and 100.23% for Nasdaq 100 (QQQ). $1 invested in IBKR in 2021 became $3.99 in 2026.
In the past 10 years (February 29, 2016 to February 24, 2026), IBKR had an annualized return of 24.54% versus 15.41% for the S&P 500 (SPY) and 20.38% for Nasdaq 100 (QQQ). $1 invested in IBKR in 2016 became $8.97 in 2026.
Since May 2007 (May 04, 2007 to February 24, 2026) IBKR had an annualized return of 14.52% versus 10.41% for the S&P 500 (SPY) and 15.53% for Nasdaq 100 (QQQ). $1 invested in IBKR in 2007 became $12.84 in 2026.
Ticker
Company Name
Total Returns
$1 turns into
Annualized Returns
Annualized Volatility
Sharpe Ratio
IBKR
Interactive Brokers Group, Inc.
1184.29%
$12.84
14.52%
35.02%
0.41
SPY
SPDR S&P 500 ETF Trust
545.04%
$6.45
10.41%
19.82%
0.53
QQQ
Invesco QQQ Trust, Series 1
1414.75%
$15.15
15.53%
22.33%
0.70
Returns adjusted for splits and dividends.
Period start date is the earliest common trading day in the selected time period across all tickers.