Danelfin AI Stocks - January 2024 Performance Guide: Compare Returns of S&P 500 and Interactive Brokers Group Inc (BKR)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and BKR | ||
|---|---|---|
| S&P 500 | BKR | |
| Start Date | Aug-01-2017 | Aug-31-2017 |
| Start Price | $2,581.86 | $27.85 |
| End Date | Jul-01-2024 | Jul-26-2024 |
| End Price | $5,475.09 | $37.65 |
| Number Monthly Prices | 84 | 84 |
| Min Date | Aug-01-2017 | Mar-31-2020 |
| Min Price | $3,118.89 | $9.24 |
| Max Date | Jul-01-2024 | Jul-26-2024 |
| Max Price | $5,475.09 | $37.65 |
| Total Return | 75.55% | 35.17% |
| Annualized Return | 8.37% | 4.40% |
| Current Value of $1,000 Purchase | $1,755 | $1,352 |
| Number Returns | 3,486 | 3,486 |
| Average Return | 18.15% | 23.96% |
| Minimum Return | -25.54% | -69.29% |
| Maximum Return | 75.55% | 307.49% |
| Number Profitable Returns | 2,890 | 2,304 |
| Percent Profitable Returns | 82.90% | 66.09% |
| Number Unprofitable Returns | 596 | 1,182 |
| Percent Unprofitable Returns | 17.10% | 33.91% |
| Profitable to Unprofitable Returns Ratio | 4.85 | 1.95 |
BKR Performance Table and Chart
BKR Dividend Chart
BKR Dollar-cost Average
BKR Trendline Chart
BKR Moving Average Chart
BKR Stock Return Map - See Patterns of Gains and Losses
BKR Stock Returns/Purchase Dates