IBKR quarterly stock returns with Q1–Q4 history, seasonality patterns, and performance tables for U.S. equity research.
| Period | Return % |
|---|---|
| 2007-Q2 | -13.3 |
| 2007-Q3 | -3.67 |
| 2007-Q4 | 17.27 |
| 2008-Q1 | -19.55 |
| 2008-Q2 | 12.94 |
| 2008-Q3 | -30.58 |
| 2008-Q4 | -21.85 |
| 2009-Q1 | -11.23 |
| 2009-Q2 | -3.72 |
| 2009-Q3 | 26.14 |
| 2009-Q4 | -10.69 |
| 2010-Q1 | -9.01 |
| 2010-Q2 | 0.97 |
| 2010-Q3 | 4.37 |
| 2010-Q4 | 2.53 |
| 2011-Q1 | -11.78 |
| 2011-Q2 | -3.22 |
| 2011-Q3 | -12.56 |
| Period | Return % |
|---|---|
| 2007-05 | -18.41 |
| 2007-06 | 2.11 |
In the last 15 quarters, IBKR increased in 11 and decreased in 4. The average return for this period was +10.58%, while the median return was +9.43%. Maximum gain was +32.12% on 2024-Q1 and maximum loss was -9.25% on 2025-Q1.
Total : 15 Quarters
In the last 15 quarters, IBKR increased in 11 and decreased in 4. The average return for this period was +10.58%, while the median return was +9.43%. Maximum gain was +32.12% on 2024-Q1 and maximum loss was -9.25% on 2025-Q1.
In the last 15 quarters, IBKR increased in 11 and decreased in 4. The average return for this period was +10.58%, while the median return was +9.43%. Maximum gain was +32.12% on 2024-Q1 and maximum loss was -9.25% on 2025-Q1.
Total years: 4
Total years: 4
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -0.1% | +10.5% | -4.8% | -2.9% | -4.5% | -2.9% | -6.5% | +2.8% | -4.5% | +9.8% | -0.8% | +5.9% |
| 2022 | -12.9% | -5.7% | +5.8% | -10.8% | +2.7% | -8.4% | +5.2% | +9.4% | +1.7% | +25.8% | 0% | -8% |
| 2023 | +12.1% | +4.7% | -5.4% | -5.6% | +0.1% | +5.9% | +4.4% | +2.6% | -6.4% | -6.5% | -0.9% | +6.1% |
| 2024 | +5% | +19.6% | +1.1% | +2.8% | +7.5% | -3.2% | -5.9% | +8.3% | +9.4% | +10.4% | +24.3% | -4.8% |
| 2025 | +19.2% | -8.5% | -17.8% | -0.7% | +20.3% | +6.5% | +16.4% | -2.1% | +7.7% | +2.3% | -11% | +1.2% |
| 2026 | +11.4% | -5.4% | -6.4% | +17.1% | +8.1% | -1.9% | +0.3% | — | — | — | — | — |
| 3Y Avg | +11.8% | +1.9% | -7.7% | +6.4% | +12% | +0.5% | +3.6% | +3.1% | +8.5% | +6.3% | +6.6% | -1.8% |
| 2026-Q3 | 93.3 | 93.6 | +0.3% |
| 2026-Q2 | 67.9 | 87.0 | +28.2% |
| 2026-Q1 | 67.2 | 67.1 | -0.2% |
| 2025-Q4 | 68.8 | 64.3 | -6.5% |
| 2025-Q3 | 56.3 | 68.8 | +22.2% |
| 2025-Q2 | 43.3 | 55.4 | +28.1% |
| 2025-Q1 | 45.6 | 41.4 | -9.3% |
| 2024-Q4 | 34.6 | 44.2 | +27.8% |
| 2024-Q3 | 31.7 | 34.8 | +9.9% |
| 2024-Q2 | 28.0 | 30.7 | +9.4% |
| 2024-Q1 | 21.1 | 27.9 | +32.1% |
| 2023-Q4 | 21.4 | 20.7 | -3.2% |
| 2023-Q3 | 20.9 | 21.6 | +3.4% |
| 2023-Q2 | 20.6 | 20.8 | +0.8% |
| 2023-Q1 | 17.8 | 20.6 | +15.7% |
| 2022-Q4 | 15.9 | 18.1 | +13.6% |
| 2022-Q3 | 14.0 | 16.0 | +14.6% |
| 2022-Q2 | 16.7 | 13.8 | -17.6% |
| 2022-Q1 | 19.6 | 16.5 | -15.8% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -0.1% | +10.5% | -4.8% | -2.9% | -4.5% | -2.9% | -6.5% | +2.8% | -4.5% | +9.8% | -0.8% | +5.9% |
| 2022 | -12.9% | -5.7% | +5.8% | -10.8% | +2.7% | -8.4% | +5.2% | +9.4% | +1.7% | +25.8% | 0% | -8% |
| 2023 | +12.1% | +4.7% | -5.4% | -5.6% | +0.1% | +5.9% | +4.4% | +2.6% | -6.4% | -6.5% | -0.9% | +6.1% |
| 2024 | +5% | +19.6% | +1.1% | +2.8% | +7.5% | -3.2% | -5.9% | +8.3% | +9.4% | +10.4% | +24.3% | -4.8% |
| 2025 | +19.2% | -8.5% | -17.8% | -0.7% | +20.3% | +6.5% | +16.4% | -2.1% | +7.7% | +2.3% | -11% | +1.2% |
| 2026 | +11.4% | -5.4% | -6.4% | +17.1% | +8.1% | -1.9% | +0.3% | — | — | — | — | — |
| 3Y Avg | +11.8% | +1.9% | -7.7% | +6.4% | +12% | +0.5% | +3.6% | +3.1% | +8.5% | +6.3% | +6.6% | -1.8% |
| 2011-Q4 | 11.34 |
| 2012-Q1 | 12.14 |
| 2012-Q2 | -15.6 |
| 2012-Q3 | -3.84 |
| 2012-Q4 | -2.84 |
| 2013-Q1 | 7.49 |
| 2013-Q2 | 7.84 |
| 2013-Q3 | 13.56 |
| 2013-Q4 | 28.75 |
| 2014-Q1 | -11.58 |
| 2014-Q2 | 5.24 |
| 2014-Q3 | 5.94 |
| 2014-Q4 | 16.45 |
| 2015-Q1 | 17.22 |
| 2015-Q2 | 20.81 |
| 2015-Q3 | -7.67 |
| 2015-Q4 | 7.28 |
| 2016-Q1 | -7.35 |
| 2016-Q2 | -11.5 |
| 2016-Q3 | 0.68 |
| 2016-Q4 | 2.58 |
| 2017-Q1 | -6.36 |
| 2017-Q2 | 9.74 |
| 2017-Q3 | 17.78 |
| 2017-Q4 | 27.59 |
| 2018-Q1 | 12.89 |
| 2018-Q2 | -0.62 |
| 2018-Q3 | -14.79 |
| 2018-Q4 | -1.16 |
| 2019-Q1 | -2.41 |
| 2019-Q2 | 0.74 |
| 2019-Q3 | 0.07 |
| 2019-Q4 | -4.35 |
| 2020-Q1 | -9.71 |
| 2020-Q2 | -3.42 |
| 2020-Q3 | 14.39 |
| 2020-Q4 | 25.35 |
| 2021-Q1 | 19.27 |
| 2021-Q2 | -10.8 |
| 2021-Q3 | -5.8 |
| 2021-Q4 | 23.06 |
| 2022-Q1 | -15.79 |
| 2022-Q2 | -17.62 |
| 2022-Q3 | 14.55 |
| 2022-Q4 | 13.56 |
| 2023-Q1 | 15.7 |
| 2023-Q2 | 0.78 |
| 2023-Q3 | 3.44 |
| 2023-Q4 | -3.22 |
| 2024-Q1 | 32.12 |
| 2024-Q2 | 9.43 |
| 2024-Q3 | 9.94 |
| 2024-Q4 | 27.77 |
| 2025-Q1 | -9.25 |
| 2025-Q2 | 28.06 |
| 2025-Q3 | 22.18 |
| 2025-Q4 | -6.5 |
| 2026-Q1 | -0.24 |
| 2026-Q2 | 28.17 |
| 2026-Q3 | 0.33 |
| 2007-07 | -11 |
| 2007-08 | 10.95 |
| 2007-09 | -2.67 |
| 2007-10 | 4.79 |
| 2007-11 | 5.6 |
| 2007-12 | 8.6 |
| 2008-01 | 9.02 |
| 2008-02 | -12.4 |
| 2008-03 | -15.75 |
| 2008-04 | 10.97 |
| 2008-05 | 1.24 |
| 2008-06 | 0.25 |
| 2008-07 | -12.16 |
| 2008-08 | -3.67 |
| 2008-09 | -19.01 |
| 2008-10 | -6.64 |
| 2008-11 | -17.09 |
| 2008-12 | 3.95 |
| 2009-01 | -15.86 |
| 2009-02 | -6.65 |
| 2009-03 | 14.81 |
| 2009-04 | -8.44 |
| 2009-05 | 4.79 |
| 2009-06 | 3.47 |
| 2009-07 | 19.29 |
| 2009-08 | -1.25 |
| 2009-09 | 9.23 |
| 2009-10 | -19.35 |
| 2009-11 | 3.68 |
| 2009-12 | 0.91 |
| 2010-01 | -10.59 |
| 2010-02 | 6.95 |
| 2010-03 | -6.26 |
| 2010-04 | 4.38 |
| 2010-05 | -2.78 |
| 2010-06 | -0.24 |
| 2010-07 | 0.49 |
| 2010-08 | -3.34 |
| 2010-09 | 3.12 |
| 2010-10 | 7.83 |
| 2010-11 | -0.87 |
| 2010-12 | -1.33 |
| 2011-01 | -10.22 |
| 2011-02 | -6.08 |
| 2011-03 | 3.12 |
| 2011-04 | 8.66 |
| 2011-05 | -2.05 |
| 2011-06 | -6.01 |
| 2011-07 | -4.77 |
| 2011-08 | -0.53 |
| 2011-09 | -4.92 |
| 2011-10 | 14.93 |
| 2011-11 | 0 |
| 2011-12 | 1.08 |
| 2012-01 | -0.26 |
| 2012-02 | 3.66 |
| 2012-03 | 6.78 |
| 2012-04 | -13.07 |
| 2012-05 | -4.29 |
| 2012-06 | 4.55 |
| 2012-07 | -5.21 |
| 2012-08 | 0.88 |
| 2012-09 | 1.15 |
| 2012-10 | 1.14 |
| 2012-11 | 6.41 |
| 2012-12 | -8.56 |
| 2013-01 | 3.17 |
| 2013-02 | 0.82 |
| 2013-03 | 2.19 |
| 2013-04 | 1.89 |
| 2013-05 | 4.79 |
| 2013-06 | 1.79 |
| 2013-07 | -1.94 |
| 2013-08 | 2.19 |
| 2013-09 | 10.35 |
| 2013-10 | 9.09 |
| 2013-11 | 14.34 |
| 2013-12 | -2.4 |
| 2014-01 | -13.54 |
| 2014-02 | 7.34 |
| 2014-03 | -0.37 |
| 2014-04 | 7.96 |
| 2014-05 | -3.19 |
| 2014-06 | 2.83 |
| 2014-07 | -2.21 |
| 2014-08 | 0.86 |
| 2014-09 | 3.83 |
| 2014-10 | 3.04 |
| 2014-11 | 4.12 |
| 2014-12 | 7.21 |
| 2015-01 | 5.51 |
| 2015-02 | 3.1 |
| 2015-03 | 3.91 |
| 2015-04 | -1.28 |
| 2015-05 | 3.84 |
| 2015-06 | 14.93 |
| 2015-07 | -6.08 |
| 2015-08 | -5.94 |
| 2015-09 | 2.81 |
| 2015-10 | 1.18 |
| 2015-11 | 2.36 |
| 2015-12 | -1.54 |
| 2016-01 | -23.94 |
| 2016-02 | 4.79 |
| 2016-03 | 10.33 |
| 2016-04 | -5 |
| 2016-05 | 3.72 |
| 2016-06 | -11.5 |
| 2016-07 | -0.57 |
| 2016-08 | 2.16 |
| 2016-09 | 0.46 |
| 2016-10 | -6.74 |
| 2016-11 | 12.5 |
| 2016-12 | -1.08 |
| 2017-01 | 0.76 |
| 2017-02 | -2.34 |
| 2017-03 | -9.58 |
| 2017-04 | 2.23 |
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 2026-07-13 | 93.1 | 94.8 | 92.4 | 93.56 | — |
| 2026-07-10 | 96.53 | 97.4 | 93.59 | 94.09 | — |
| 2026-07-09 | 94.82 | 96.71 | 93.93 | 95.28 | — |
| 2026-07-08 | 92.81 | 94.11 | 92.19 | 93.4 | — |
| 2026-07-07 | 94.43 | 96.49 | 91.82 | 94.57 | — |
| 2026-07-06 | 91.87 | 96.09 | 91.69 | 95.99 | — |
| 2026-07-02 | 93.25 | 96.71 | 89.51 | 91.33 | — |
| 2026-07-01 | 87.83 | 95.57 | 87.58 | 93.25 | — |
| 2026-06-30 | 88.03 | 90.11 | 86.66 | 87.04 | — |
| 2026-06-29 | 90.29 | 90.51 | 87.67 | 88.2 | — |
| 2026-06-26 | 91.58 | 91.73 | 89.56 | 89.82 | — |
| 2026-06-25 | 94.45 | 95.28 | 91.79 | 92.16 | — |
| 2026-06-24 | 93.71 | 95.26 | 92.16 | 92.79 | — |
| 2026-06-23 | 92.98 | 96.59 | 92.33 | 94.7 | — |
| 2026-06-22 | 96.79 | 97.84 | 96.04 | 96.82 | — |
| 2026-06-18 | 97.04 | 97.81 | 95.3 | 96 | — |
| 2026-06-17 | 93.52 | 96.75 | 93.41 | 95.09 | — |
| 2026-06-16 | 93.11 | 94.04 | 92.01 | 93.1 | — |
| 2026-06-15 | 94.68 | 94.73 | 92.62 | 92.76 | — |
| 2026-06-12 | 90.45 | 93.1 | 89.95 | 90.81 | — |
| 2026-06-11 | 86.59 | 88.9 | 85.07 | 88.83 | — |
| 2026-06-10 | 85.49 | 88.26 | 84.65 | 85.42 | — |
| 2026-06-09 | 88.53 | 88.53 | 83.12 | 86.33 | — |
| 2026-06-05 | 86.06 | 86.15 | 83.4 | 84.4 | — |
| 2026-06-04 | 86.11 | 87.43 | 83.11 | 87.06 | — |
| 2026-06-03 | 88 | 89.03 | 86.91 | 87.15 | — |
| 2026-06-02 | 89.08 | 90.5 | 88.37 | 88.72 | — |
| 2026-06-01 | 86.09 | 91.02 | 85.02 | 88.69 | — |
| 2026-05-29 | 83.33 | 87.18 | 82.75 | 86.97 | — |
| 2026-05-28 | 80.52 | 83.44 | 79.12 | 83.11 | — |
| 2026-05-27 | 82.59 | 82.59 | 79.72 | 80.95 | — |
| 2026-05-22 | 84.15 | 84.86 | 81.1 | 81.35 | — |
| 2026-05-21 | 83.17 | 84.53 | 82.75 | 83.83 | — |
| 2026-05-20 | 84 | 85.43 | 83.21 | 83.79 | — |
| 2026-05-19 | 84.65 | 84.87 | 82.8 | 83.45 | — |
| 2026-05-18 | 86.75 | 87.99 | 85.1 | 86.12 | — |
| 2026-05-15 | 87.37 | 87.81 | 85.99 | 87 | — |
| 2026-05-14 | 85.37 | 88.44 | 85.31 | 88.28 | — |
| 2026-05-13 | 83.88 | 86.03 | 83.1 | 85.12 | — |
| 2026-05-12 | 84.22 | 84.69 | 82.68 | 84.59 | — |
| 2026-05-11 | 84.28 | 85.8 | 83.39 | 84.91 | — |
| 2026-05-08 | 84.51 | 85.2 | 83.5 | 84.42 | — |
| 2026-05-07 | 87.04 | 87.37 | 83.54 | 83.71 | — |
| 2026-05-06 | 85.37 | 87.34 | 85.37 | 87.04 | — |
| 2026-05-05 | 82.48 | 84.63 | 82.48 | 83.91 | — |
| 2026-05-04 | 80.8 | 82.24 | 80.46 | 81.72 | — |
| 2026-05-01 | 79.8 | 81.05 | 78.92 | 80.46 | — |
| 2026-04-30 | 76.88 | 80 | 76.52 | 79.5 | — |
| 2026-04-29 | 77 | 77.44 | 75.68 | 77.05 | — |
| 2026-04-28 | 76.91 | 77.92 | 76.34 | 77.49 | — |
| 2026-04-27 | 76.54 | 78.22 | 76.44 | 77.59 | — |
| 2026-04-24 | 76.83 | 76.83 | 75.32 | 76.62 | — |
| 2026-04-23 | 77.33 | 78.28 | 74.62 | 75.9 | — |
| 2026-04-22 | 77.82 | 79.43 | 76.7 | 78.11 | — |
| 2026-04-21 | 81.34 | 82.41 | 79.22 | 79.62 | — |
| 2026-04-20 | 81.21 | 81.97 | 80.81 | 81.25 | — |
| 2026-04-17 | 81.02 | 82.88 | 80.87 | 81.71 | — |
| 2026-04-16 | 80.2 | 80.69 | 78.29 | 79.38 | — |
| 2026-04-15 | 78.39 | 79.81 | 78.02 | 79.69 | — |
| 2026-04-14 | 76 | 77.25 | 74.36 | 77.1 | — |
| 2026-04-13 | 70.51 | 74.73 | 70.51 | 74.55 | — |
| 2026-04-10 | 72.14 | 72.27 | 70.12 | 71.21 | — |
| 2026-04-09 | 71.93 | 73.08 | 71.54 | 71.93 | — |
| 2026-04-08 | 72.64 | 73.48 | 71.15 | 72.31 | — |
| 2026-04-07 | 67.63 | 68.3 | 66.72 | 68.11 | — |
| 2026-04-06 | 67.9 | 68.85 | 67.75 | 68.62 | — |
| 2026-04-02 | 66.13 | 68.88 | 65.4 | 67.74 | — |
| 2026-04-01 | 68.37 | 70 | 67.79 | 67.91 | — |
| 2026-03-31 | 64.79 | 67.37 | 64.3 | 67.07 | — |
| 2026-03-30 | 64.7 | 65.25 | 63.02 | 63.69 | — |
| 2026-03-27 | 65.5 | 66.15 | 64.04 | 64.2 | — |
| 2026-03-26 | 68.33 | 68.8 | 65.69 | 66.2 | — |
| 2026-03-25 | 67.15 | 69.82 | 66.94 | 68.68 | — |
| 2026-03-24 | 66.9 | 67.62 | 64.49 | 66.12 | — |
| 2026-03-23 | 67.3 | 69.32 | 66.81 | 67.84 | — |
| 2026-03-20 | 67.68 | 67.92 | 65 | 65.47 | — |
| 2026-03-19 | 67.48 | 68.2 | 66.92 | 67.69 | — |
| 2026-03-18 | 68.5 | 69.49 | 68.24 | 68.45 | — |
| 2026-03-17 | 69.09 | 69.89 | 68.32 | 68.63 | — |
| 2026-03-16 | 67.25 | 69.3 | 67.07 | 68.28 | — |
| 2026-03-13 | 67.24 | 68.17 | 65.87 | 66.19 | — |
| 2026-03-12 | 66.81 | 67.29 | 65.89 | 66.92 | — |
| 2026-03-11 | 68.23 | 69.04 | 67.04 | 68.39 | — |
| 2026-03-10 | 67.68 | 69.99 | 66.68 | 68.5 | — |
| 2026-03-09 | 65.34 | 67.5 | 63.49 | 67.49 | — |
| 2026-03-06 | 66.3 | 67.42 | 65.27 | 66.7 | — |
| 2026-03-05 | 68.47 | 69.39 | 66.68 | 68.05 | — |
| 2026-03-04 | 70.6 | 71.07 | 68.44 | 69.15 | — |
| 2026-03-03 | 68.97 | 70.38 | 67.53 | 69.4 | — |
| 2026-03-02 | 69.22 | 73.38 | 68.57 | 71.67 | — |
| 2026-02-27 | 72.66 | 73.05 | 69.65 | 71.19 | — |
| 2026-02-26 | 73.68 | 74.59 | 72.33 | 74.56 | — |
| 2026-02-25 | 73.11 | 73.75 | 72.4 | 73.65 | — |
| 2026-02-25 | 73.11 | 73.75 | 72.4 | 73.65 | — |
| 2026-02-25 | 73.11 | 73.75 | 72.4 | 73.65 | — |
| 2026-02-24 | 71.05 | 72.78 | 70.15 | 71.92 | — |
| 2026-02-23 | 73.94 | 74.64 | 70.65 | 71.54 | — |
| 2026-02-20 | 73.64 | 74.75 | 73.16 | 74.4 | — |
| 2026-02-19 | 73.94 | 74.23 | 72.81 | 73.99 | — |
| 2026-02-18 | 73.47 | 75.49 | 73.29 | 74.9 | — |
| 2026-02-17 | 73.85 | 74.15 | 71.55 | 73.29 | — |
| 2026-02-13 | 73 | 75.26 | 71.51 | 74.75 | — |
| 2026-02-12 | 76.66 | 77.67 | 72.24 | 73.06 | — |
| 2026-02-11 | 77.63 | 77.85 | 74.8 | 76.35 | — |
| 2026-02-10 | 77.88 | 79.18 | 76.06 | 77.2 | — |
| 2026-02-09 | 74.72 | 78.62 | 74.35 | 78.42 | — |
| 2026-02-06 | 71.89 | 74.86 | 71 | 74.59 | — |
| 2026-02-05 | 71.61 | 72.33 | 69.01 | 69.49 | — |
| 2026-02-04 | 74.95 | 75.05 | 71.71 | 73.44 | — |
| 2026-02-03 | 76.52 | 76.71 | 73.8 | 74.93 | — |
| 2026-02-02 | 74.69 | 77.98 | 73.1 | 75.27 | — |
| 2026-01-30 | 75.05 | 76.09 | 74.49 | 74.88 | — |
| 2026-01-29 | 76.44 | 77.55 | 73.53 | 75.66 | — |
| 2026-01-28 | 75.93 | 76.38 | 74.7 | 75.45 | — |
| 2026-01-27 | 75.42 | 76.01 | 74.51 | 75.48 | — |
| 2026-01-26 | 77.37 | 78.8 | 75.29 | 75.35 | — |
| 2026-01-23 | 76.91 | 78.56 | 76.91 | 77.58 | — |
| 2026-01-22 | 77.12 | 77.77 | 76.28 | 77.21 | — |
| 2026-01-21 | 72 | 76.97 | 70.89 | 75.8 | — |
| 2026-01-20 | 72 | 73.03 | 70.79 | 71.51 | — |