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 | $2,610.60 | $27.68 |
| End Date | Sep-01-2024 | Sep-19-2024 |
| End Price | $5,520.07 | $36.36 |
| Number Monthly Prices | 86 | 86 |
| Min Date | Aug-01-2017 | Mar-31-2020 |
| Min Price | $3,118.89 | $9.18 |
| Max Date | Sep-01-2024 | Jul-31-2024 |
| Max Price | $5,520.07 | $38.48 |
| Total Return | 76.99% | 31.34% |
| Annualized Return | 8.29% | 3.88% |
| Current Value of $1,000 Purchase | $1,770 | $1,313 |
| Number Returns | 3,655 | 3,655 |
| Average Return | 18.99% | 25.74% |
| Minimum Return | -25.54% | -69.29% |
| Maximum Return | 76.99% | 319.07% |
| Number Profitable Returns | 3,058 | 2,470 |
| Percent Profitable Returns | 83.67% | 67.58% |
| Number Unprofitable Returns | 597 | 1,185 |
| Percent Unprofitable Returns | 16.33% | 32.42% |
| Profitable to Unprofitable Returns Ratio | 5.12 | 2.08 |
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