IBKR monthly performance report
Explore IBKR's monthly returns, drawdown, and seasonality trends — updated every month.
IBKR monthly report
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Key takeaways
- Interactive Brokers Group (IBKR) closed November 2026 at $81.33, up 5.76% for the month and +11.87% over the trailing 12 months.
- Year-to-date, IBKR is +26.47%, outperforming the S&P 500 which has returned +11.03% YTD.
- The stock is trading −2.08% versus its 200-day moving average ($83.05), a cautious technical signal.
- Over the past three years, IBKR has outperformed the S&P 500 by +223.16%, with a relative strength index reading of 231.8.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Interactive Brokers Group ended November 2026 at $81.33, posting a monthly return of +5.76%. The S&P 500 returned +0.19% over the same window, leaving relative performance at +5.58%.
The current quarter stands at −4.79% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −2.08% versus the 200-day moving average ($83.05).
Year-to-date, IBKR is +26.47% against SPY +11.03%, a gap of +15.44%. The stock is currently −17.64% below its 52-week high, with maximum 3-year drawdown at −38.74%.
| Period | IBKR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.41% | −0.35% | −1.05% |
| 1 Week | +11.82% | +3.29% | +8.53% |
| 1 Month | +5.76% | +0.19% | +5.58% |
| 3 Months | −11.66% | −2.48% | −9.18% |
| 6 Months | −4.45% | +2.00% | −6.45% |
| YTD | +26.47% | +11.03% | +15.44% |
| 12 Months | +11.87% | +10.79% | +1.08% |
| 3 Years | +295.00% | +71.83% | +223.16% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +25.22% |
| #2 | Jan 2025 | +23.07% |
| #3 | Feb 2024 | +22.49% |
| #4 | May 2025 | +22.02% |
| #5 | Apr 2026 | +18.53% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −18.98% |
| #2 | Sep 2026 | −12.20% |
| #3 | Oct 2026 | −9.97% |
| #4 | Nov 2025 | −7.59% |
| #5 | Dec 2024 | −7.54% |
| Quarter | Return |
|---|---|
| Q3 2025 | +24.18% |
| Q4 2025 | −6.54% |
| Q1 2026 | +4.29% |
| Q2 2026 | +29.77% |
| Q3 2026 | −1.86% |
| Q4 2026 (QTD) | −4.79% |
| Year | Return |
|---|---|
| 2023 | +14.59% |
| 2024 | +113.07% |
| 2025 | +45.60% |
| 2026 | +26.47% |
| Metric | Value |
|---|---|
| 52-Week High | $98.75 (2026-08-25) |
| 52-Week Low | $58.95 (2025-11-21) |
| Current Price | $81.33 |
| 200-Day Moving Average | $83.05 |
| Price vs 200DMA | −2.08% |
| 3-Year Maximum Drawdown | −38.74% (2025-04-07) |
| Current Drawdown from 52W High | −17.64% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 231.8 |
| 3-Year Excess Return vs S&P 500 | +223.16% |
| RS Peak | 280.7 (Jun 2026) |
| RS Trough | 90.6 (Nov 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was IBKR's return for this report period?
IBKR returned +5.76% in the latest monthly window ending 2026-11-12.
Has IBKR outperformed SPY year to date?
YTD IBKR: +26.47% vs SPY: +11.03%.
What is IBKR's 12-month return?
+11.87% over the trailing 12 months.
Is IBKR above or below its 200-day moving average?
Price is −2.08% versus 200DMA ($83.05).
What is the maximum drawdown in the 3-year window?
−38.74% on 2025-04-07.