Financial Stocks: Compare Returns of S&P 500 to Interactive Brokers Group, Inc. (IBKR)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and IBKR | ||
|---|---|---|
| S&P 500 | IBKR | |
| Start Date | Dec-01-2014 | Dec-31-2014 |
| Start Price | $2,727.44 | $27.02 |
| End Date | Dec-01-2024 | Dec-04-2024 |
| End Price | $6,047.16 | $185.97 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Dec-31-2014 |
| Min Price | $2,503.97 | $27.02 |
| Max Date | Dec-01-2024 | Nov-29-2024 |
| Max Price | $6,047.16 | $191.09 |
| Total Return | 121.72% | 588.16% |
| Annualized Return | 8.22% | 21.08% |
| Current Value of $1,000 Purchase | $2,217 | $6,882 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 31.84% | 67.44% |
| Minimum Return | -25.54% | -43.93% |
| Maximum Return | 141.50% | 607.11% |
| Number Profitable Returns | 6,531 | 6,206 |
| Percent Profitable Returns | 89.96% | 85.48% |
| Number Unprofitable Returns | 729 | 1,054 |
| Percent Unprofitable Returns | 10.04% | 14.52% |
| Profitable to Unprofitable Returns Ratio | 8.96 | 5.89 |
IBKR Performance Table and Chart
IBKR Dividend Chart
IBKR Dollar-cost Average
IBKR Trendline Chart
IBKR Moving Average Chart
IBKR Stock Return Map - See Patterns of Gains and Losses
IBKR Stock Returns/Purchase Dates