Overview Performance Dividends Peer Group Options

(IBKR) Interactive Brokers - Performance 53.8% in 12m

Compare IBKR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 89.75%
#6 in Group
Rel. Strength 93.21%
#544 in Universe
Total Return 12m 53.76%
#9 in Group
Total Return 5y 296.88%
#13 in Group
P/E 21.1
74th Percentile in Group
P/E Forward 21.3
76th Percentile in Group
PEG 10.9
89th Percentile in Group
FCF Yield 14.9%
(?) Percentile in Group

12m Total Return: IBKR (53.8%) vs XLF (16.7%)

Compare overall performance (total returns) of Interactive Brokers with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (IBKR) Interactive Brokers - Performance 53.8% in 12m

Top Performers in Investment Banking & Brokerage

Short Term
Symbol 1w 1m 3m
IBKR 17.3% 0.59% -6.38%
DOMH 5.79% -31.1% 284%
SIEB 11.2% 36.5% 3.06%
PNP 3.36% 8.95% 40.8%
Long Term
Symbol 6m 12m 5y
IBKR 13.7% 53.8% 297%
XTB 17.6% 42.8% 2,453%
NDA 398% 312% 407%
PNP 104% 179% 641%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
LPLA NASDAQ
LPL Financial Holdings		 -0.58% 18.8% 483% 20.2 14.9 1.13 70.0% 23%
PJT NYSE
PJT Partners		 -8.96% 36.1% 220% 25.7 19.9 1.36 3.40% 17.2%
RJF NYSE
Raymond James Financial		 -2.78% 10.3% 225% 12.1 11.6 1.51 68.9% 14.3%
SF NYSE
Stifel Financial		 -12.6% 11.2% 201% 13.8 10.1 0.85 -2.10% 12%
EVR NYSE
Evercore Partners		 -11.8% -9.26% 256% 18.1 12.3 1.13 -55.5% 0.91%
MC NYSE
Moelis		 -15.4% -1.54% 143% 32.5 21.7 1.97 -59.5% 3.52%
SCHW NYSE
Charles Schwab		 6.2% 10.5% 138% 25 17.8 0.99 -13.0% 6.41%
LAZ NYSE
Lazard		 -24.6% -8.77% 73.6% 14.4 12.5 1 -45.3% 2.29%

Performance Comparison: IBKR vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IBKR
Total Return (including Dividends) IBKR XLF S&P 500
1 Month 0.59% -1.62% -3.66%
3 Months -6.38% -1.72% -7.89%
12 Months 53.76% 16.74% 4.39%
5 Years 296.88% 127.43% 108.32%
Trend Score (consistency of price movement) IBKR XLF S&P 500
1 Month -59.0% -48.2% -68.4%
3 Months -70.5% -54.1% -79.2%
12 Months 85.2% 89.3% 72.3%
5 Years 91.5% 75.3% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #20 2.25% 4.42%
3 Month #32 -4.74% 1.63%
12 Month #10 31.7% 47.3%
5 Years #14 74.5% 90.5%

FAQs

Does IBKR Interactive Brokers outperforms the market?

Yes, over the last 12 months IBKR made 53.76%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.74%.
Over the last 3 months IBKR made -6.38%, while XLF made -1.72%.

Performance Comparison IBKR vs Indeces and Sectors

IBKR vs. Indices IBKR is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 11.6% 4.25% 21.0% 49.4%
US NASDAQ 100 QQQ 9.79% 4.09% 21.3% 51.1%
US Dow Jones Industrial 30 DIA 12.4% 3.50% 19.2% 47.6%
German DAX 40 DAX 18.6% 9.30% 8.60% 40.9%
Shanghai Shenzhen CSI 300 CSI 300 15.3% 5.58% 22.3% 45.2%
Hongkong Hang Seng HSI 19.8% 12.4% 27.2% 47.6%
India NIFTY 50 INDA 14.1% -3.73% 24.3% 56.1%
Brasil Bovespa EWZ 16.5% -0.68% 22.5% 69.9%

IBKR vs. Sectors IBKR is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 12.7% 5.58% 12.2% 42.1%
Consumer Discretionary XLY 13.5% 3.72% 16.7% 47.4%
Consumer Staples XLP 14.9% 1.44% 14.0% 42.6%
Energy XLE 17.1% 9.60% 27.3% 70.4%
Financial XLF 11.7% 2.21% 12.5% 37.0%
Health Care XLV 16.1% 6.52% 24.0% 55.1%
Industrial XLI 10.8% 3.71% 22.1% 51.1%
Materials XLB 13.9% 5.80% 28.9% 64.1%
Real Estate XLRE 17.4% 6.48% 22.5% 46.7%
Technology XLK 8.54% 5.25% 27.4% 58.1%
Utilities XLU 14.9% 1.30% 15.9% 32.2%
Aerospace & Defense XAR 5.25% -2.16% 11.9% 33.2%
Biotech XBI 16.4% 14.3% 38.3% 72.2%
Homebuilder XHB 19.0% 7.87% 38.1% 66.0%
Retail XRT 15.1% 4.26% 25.6% 62.2%

IBKR vs. Commodities IBKR is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 19.5% 7.57% 27.9% 72.3%
Natural Gas UNG 24.3% 20.6% -12.2% 28.3%
Gold GLD 10.8% -10.1% -7.71% 18.2%
Silver SLV 9.51% 3.16% 12.3% 41.5%
Copper CPER 13.7% 5.24% 12.5% 46.9%

IBKR vs. Yields & Bonds IBKR is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 23.7% 4.13% 19.0% 53.0%
iShares High Yield Corp. Bond HYG 17.3% 2.82% 14.4% 47.2%