Interactive Brokers Group, Inc. (IBKR) presents a narrative of strategic foresight, technological advancement, and steady expansion in the competitive world of online brokerage. Originating as a niche provider of broker-dealer services, it has grown into a global leader in electronic trading, offering clients from around the world innovative tools and platforms. The journey of its stock through annual ups and downs illustrates Interactive Brokers’ resilience and adaptability.
Annual Returns of Interactive Brokers Stock (IBKR)
| Year | Beginning | Ending | Gain/Loss | S&P 500 |
|---|---|---|---|---|
| 2023 | $71.38 | $82.90 | 16.14% | 24.73% |
| 2022 | $78.28 | $72.35 | -7.58% | -19.95% |
| 2021 | $61.23 | $79.42 | 29.71% | 28.79% |
| 2020 | $47.80 | $60.92 | 27.45% | 15.29% |
| 2019 | $53.17 | $46.62 | -12.32% | 28.71% |
| 2018 | $59.54 | $54.65 | -8.21% | -7.01% |
| 2017 | $37.09 | $59.21 | 59.64% | 18.42% |
| 2016 | $42.44 | $36.51 | -13.97% | 11.24% |
| 2015 | $29.03 | $43.60 | 50.19% | -0.69% |
| 2014 | $24.52 | $29.16 | 18.92% | 12.39% |
| 2013 | $13.89 | $24.34 | 75.23% | 26.39% |
| 2012 | $15.17 | $13.68 | -9.82% | 11.68% |
| 2011 | $18.00 | $14.94 | -17.00% | -1.12% |
| 2010 | $17.75 | $17.82 | 0.39% | 11.00% |
| 2009 | $18.15 | $17.72 | -2.37% | 19.67% |
| 2008 | $31.91 | $17.89 | -43.94% | -37.58% |
| 2007 | $31.30 | $32.32 | 3.26% | 3.65% |
The table above displays the IBKR Yearly Return Rate, highlighting Interactive Brokers’s annual stock performance on a split-adjusted basis. This data does not include dividends, stock spin-offs, taxes, or transaction commissions.
Interactive Brokers (IBKR) Stock History
Interactive Brokers Group, Inc. (IBKR) has traversed a remarkable path in the financial services industry, demonstrating resilience and adaptability amid changing market conditions. Here’s a closer look at the company’s journey, segmented into distinct time periods for clarity.
2007-2009: Navigating the Financial Crisis
The story begins in 2007, with Interactive Brokers marking its entry into the public market on a positive note, achieving a modest gain of 3.26%. This early success, however, was soon overshadowed by the financial crisis of 2008, which saw IBKR’s stock plummet by 43.94%, underperforming the broader market downturn indicated by the S&P 500’s -37.58%. This period highlighted the significant impact of the financial crisis on IBKR, more so than the broader market.
In 2009, the company began to stabilize, albeit with a minor setback of -2.37%, signaling the start of a recovery phase as the market itself rebounded.
2010-2013: Recovery and Rapid Expansion
This period marked the beginning of recovery and rapid expansion for Interactive Brokers. Despite the negligible gain in 2010 and a sharp decline in 2011, reflecting post-crisis market adjustments, a significant turnaround occurred.
By 2013, IBKR’s stock surged by an impressive 75.23%, significantly outperforming the S&P 500 and highlighting the company’s success in adapting to the evolving landscape of online trading.
2014-2017: Steady Growth and Global Expansion
Between 2014 and 2017, Interactive Brokers experienced a phase of steady growth and global expansion. The company’s stock rose consistently, highlighted by a remarkable 59.64% gain in 2017. This growth underscored IBKR’s increasing dominance in the brokerage sector, driven by innovation and the expansion of its global trading platforms, despite a notable setback in 2016.
2018-2019: Facing Volatility and Challenges
The journey took a challenging turn in 2018 and 2019, as the company faced increased volatility and market challenges. The stock experienced declines during these years, reflecting the broader issues within the brokerage industry and the need for strategic adjustments to maintain its market position.
2020-2023: Resurgence and Future Prospects
The most recent years have showcased Interactive Brokers’ remarkable resilience and adaptability. Following a significant recovery in 2020 and 2021, the company faced a slight setback in 2022 but managed to rebound impressively in 2023.
Despite lagging behind the S&P 500’s gain in the latest year, this period marked a continuation of the company’s positive trajectory, demonstrating its ability to navigate through market fluctuations and solidify its standing in the global financial landscape.