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 September 2026 at $90.69, down 6.78% for the month and +39.70% over the trailing 12 months.
- Year-to-date, IBKR is +41.02%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +13.89% versus its 200-day moving average ($79.63), a bullish technical signal.
- Over the past three years, IBKR has outperformed the S&P 500 by +228.53%, with a relative strength index reading of 233.1.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
Interactive Brokers Group ended September 2026 at $90.69, posting a monthly return of −6.78%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −6.09%.
The current quarter stands at +4.19% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +13.89% versus the 200-day moving average ($79.63).
Year-to-date, IBKR is +41.02% against SPY +11.70%, a gap of +29.32%. The stock is currently −8.16% below its 52-week high, with maximum 3-year drawdown at −38.74%.
| Period | IBKR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.61% | −0.12% | +2.73% |
| 1 Week | −0.74% | −0.34% | −0.40% |
| 1 Month | −6.78% | −0.70% | −6.09% |
| 3 Months | −2.59% | +2.80% | −5.39% |
| 6 Months | +37.01% | +13.85% | +23.16% |
| YTD | +41.02% | +11.70% | +29.32% |
| 12 Months | +39.70% | +15.01% | +24.68% |
| 3 Years | +300.22% | +71.69% | +228.53% |
| 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 | Nov 2025 | −7.59% |
| #3 | Dec 2024 | −7.54% |
| #4 | Oct 2023 | −7.49% |
| #5 | Sep 2026 | −6.78% |
| Quarter | Return |
|---|---|
| Q2 2025 | +33.84% |
| Q3 2025 | +24.18% |
| Q4 2025 | −6.54% |
| Q1 2026 | +4.29% |
| Q2 2026 | +29.77% |
| Q3 2026 (QTD) | +4.19% |
| Year | Return |
|---|---|
| 2023 | +14.59% |
| 2024 | +113.07% |
| 2025 | +45.60% |
| 2026 | +41.02% |
| Metric | Value |
|---|---|
| 52-Week High | $98.75 (2026-08-25) |
| 52-Week Low | $58.95 (2025-11-21) |
| Current Price | $90.69 |
| 200-Day Moving Average | $79.63 |
| Price vs 200DMA | +13.89% |
| 3-Year Maximum Drawdown | −38.74% (2025-04-07) |
| Current Drawdown from 52W High | −8.16% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 233.1 |
| 3-Year Excess Return vs S&P 500 | +228.53% |
| RS Peak | 254.6 (Jun 2026) |
| RS Trough | 82.2 (Nov 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was IBKR's return for this report period?
IBKR returned −6.78% in the latest monthly window ending 2026-09-18.
Has IBKR outperformed SPY year to date?
YTD IBKR: +41.02% vs SPY: +11.70%.
What is IBKR's 12-month return?
+39.70% over the trailing 12 months.
Is IBKR above or below its 200-day moving average?
Price is +13.89% versus 200DMA ($79.63).
What is the maximum drawdown in the 3-year window?
−38.74% on 2025-04-07.