Interactive Brokers (IBKR) Historical Monthly & Quarterly Returns
Dividend-adjusted returns by month and quarter. Compare performance across years.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.4% | 4.8% | 5.8% | +14.9% | — | — | — | — | — | — | — | — |
| 2025 | +23.1% | 5.9% | 19.0% | +3.8% | +22.2% | +5.7% | +18.3% | 4.9% | +10.5% | +2.3% | 7.6% | 1.0% |
| 2024 | +7.0% | +22.6% | +2.8% | +3.1% | +9.4% | 2.5% | 2.7% | +8.3% | +8.1% | +9.5% | +25.4% | 7.5% |
| 2023 | +10.5% | +7.8% | 4.1% | 5.8% | 0.6% | +7.6% | +5.1% | +4.4% | 4.9% | 7.5% | 2.7% | +6.6% |
| 2022 | 14.2% | 2.8% | 0.4% | 9.6% | +3.6% | 10.7% | +6.7% | +5.1% | +3.8% | +25.4% | +0.4% | 9.9% |
| 2021 | +0.5% | +18.4% | +0.9% | 2.1% | 5.8% | 2.3% | 5.8% | +4.6% | 3.5% | +13.6% | +4.3% | +7.7% |
| 2020 | +0.7% | +9.0% | 15.5% | 5.0% | +3.5% | 1.5% | +18.8% | +7.2% | 8.9% | 1.5% | +11.1% | +15.4% |
| 2019 | 7.7% | +9.8% | 6.1% | +4.6% | 6.2% | +6.6% | 5.4% | 7.7% | +13.9% | 11.6% | +2.1% | 3.7% |
| 2018 | +8.2% | +8.5% | 3.1% | +10.3% | 1.7% | 11.6% | 7.0% | +3.9% | 11.0% | 10.7% | +17.3% | 5.6% |
| 2017 | +2.3% | 1.7% | 5.5% | +0.4% | +0.1% | +7.4% | +6.9% | +5.0% | +7.4% | +20.0% | +5.8% | +3.7% |
| 2016 | 26.0% | +6.2% | +15.1% | 3.4% | +6.2% | 11.9% | 1.6% | +3.2% | 1.7% | 5.9% | +11.0% | 0.6% |
| 2015 | +5.0% | +4.4% | +6.8% | 0.3% | +5.6% | +16.3% | 3.4% | 0.3% | 1.1% | +4.2% | +5.6% | +0.5% |
| 2014 | 13.0% | +5.2% | 2.6% | +10.5% | 3.3% | +0.9% | 0.9% | +2.1% | +6.5% | +3.7% | +6.0% | +6.8% |
| 2013 | +4.6% | +3.8% | +1.2% | +1.2% | +5.0% | +1.4% | +1.4% | +4.4% | +11.5% | +10.1% | +17.9% | +0.5% |
| 2012 | +1.0% | +5.9% | +7.1% | 10.7% | 5.2% | +3.1% | 6.0% | +0.7% | +1.4% | +1.4% | +8.2% | 4.1% |
| 2011 | 9.4% | 4.4% | +2.6% | +10.9% | 1.7% | 8.8% | 3.2% | 0.3% | 7.0% | +10.4% | 2.6% | +0.3% |
| 2010 | 10.1% | +8.1% | 6.2% | +6.2% | 2.3% | 1.0% | 0.3% | 2.0% | +6.2% | +8.8% | 2.1% | +7.3% |
| 2009 | 14.7% | 8.1% | +14.7% | 8.3% | +0.8% | +4.5% | +20.9% | +1.2% | +4.7% | 19.7% | +5.9% | +4.6% |
| 2008 | +7.6% | 10.6% | 17.4% | +23.1% | +3.0% | 1.2% | 12.7% | 2.6% | 19.0% | 3.5% | 14.7% | 1.8% |
| 2007 | — | — | — | — | 18.6% | +6.4% | 10.5% | +10.4% | 1.9% | +10.0% | +1.7% | +9.9% |
| Avg | 0.4% | +3.8% | 1.8% | +2.3% | +0.7% | +0.4% | +1.0% | +2.2% | +0.8% | +3.1% | +4.9% | +1.5% |
| Median | +1.0% | +5.2% | 2.6% | +1.2% | +0.1% | +0.9% | 1.6% | +3.2% | +1.4% | +3.7% | +5.6% | +0.5% |
| Win % | 63% | 63% | 42% | 58% | 53% | 53% | 37% | 68% | 53% | 63% | 74% | 58% |
2026
Jan+16.4%
Feb4.8%
Mar5.8%
Apr+14.9%
May—
Jun—
Jul—
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan+23.1%
Feb5.9%
Mar19.0%
Apr+3.8%
May+22.2%
Jun+5.7%
Jul+18.3%
Aug4.9%
Sep+10.5%
Oct+2.3%
Nov7.6%
Dec1.0%
2024
Jan+7.0%
Feb+22.6%
Mar+2.8%
Apr+3.1%
May+9.4%
Jun2.5%
Jul2.7%
Aug+8.3%
Sep+8.1%
Oct+9.5%
Nov+25.4%
Dec7.5%
2023
Jan+10.5%
Feb+7.8%
Mar4.1%
Apr5.8%
May0.6%
Jun+7.6%
Jul+5.1%
Aug+4.4%
Sep4.9%
Oct7.5%
Nov2.7%
Dec+6.6%
2022
Jan14.2%
Feb2.8%
Mar0.4%
Apr9.6%
May+3.6%
Jun10.7%
Jul+6.7%
Aug+5.1%
Sep+3.8%
Oct+25.4%
Nov+0.4%
Dec9.9%
2021
Jan+0.5%
Feb+18.4%
Mar+0.9%
Apr2.1%
May5.8%
Jun2.3%
Jul5.8%
Aug+4.6%
Sep3.5%
Oct+13.6%
Nov+4.3%
Dec+7.7%
2020
Jan+0.7%
Feb+9.0%
Mar15.5%
Apr5.0%
May+3.5%
Jun1.5%
Jul+18.8%
Aug+7.2%
Sep8.9%
Oct1.5%
Nov+11.1%
Dec+15.4%
2019
Jan7.7%
Feb+9.8%
Mar6.1%
Apr+4.6%
May6.2%
Jun+6.6%
Jul5.4%
Aug7.7%
Sep+13.9%
Oct11.6%
Nov+2.1%
Dec3.7%
2018
Jan+8.2%
Feb+8.5%
Mar3.1%
Apr+10.3%
May1.7%
Jun11.6%
Jul7.0%
Aug+3.9%
Sep11.0%
Oct10.7%
Nov+17.3%
Dec5.6%
2017
Jan+2.3%
Feb1.7%
Mar5.5%
Apr+0.4%
May+0.1%
Jun+7.4%
Jul+6.9%
Aug+5.0%
Sep+7.4%
Oct+20.0%
Nov+5.8%
Dec+3.7%
2016
Jan26.0%
Feb+6.2%
Mar+15.1%
Apr3.4%
May+6.2%
Jun11.9%
Jul1.6%
Aug+3.2%
Sep1.7%
Oct5.9%
Nov+11.0%
Dec0.6%
2015
Jan+5.0%
Feb+4.4%
Mar+6.8%
Apr0.3%
May+5.6%
Jun+16.3%
Jul3.4%
Aug0.3%
Sep1.1%
Oct+4.2%
Nov+5.6%
Dec+0.5%
2014
Jan13.0%
Feb+5.2%
Mar2.6%
Apr+10.5%
May3.3%
Jun+0.9%
Jul0.9%
Aug+2.1%
Sep+6.5%
Oct+3.7%
Nov+6.0%
Dec+6.8%
2013
Jan+4.6%
Feb+3.8%
Mar+1.2%
Apr+1.2%
May+5.0%
Jun+1.4%
Jul+1.4%
Aug+4.4%
Sep+11.5%
Oct+10.1%
Nov+17.9%
Dec+0.5%
2012
Jan+1.0%
Feb+5.9%
Mar+7.1%
Apr10.7%
May5.2%
Jun+3.1%
Jul6.0%
Aug+0.7%
Sep+1.4%
Oct+1.4%
Nov+8.2%
Dec4.1%
2011
Jan9.4%
Feb4.4%
Mar+2.6%
Apr+10.9%
May1.7%
Jun8.8%
Jul3.2%
Aug0.3%
Sep7.0%
Oct+10.4%
Nov2.6%
Dec+0.3%
2010
Jan10.1%
Feb+8.1%
Mar6.2%
Apr+6.2%
May2.3%
Jun1.0%
Jul0.3%
Aug2.0%
Sep+6.2%
Oct+8.8%
Nov2.1%
Dec+7.3%
2009
Jan14.7%
Feb8.1%
Mar+14.7%
Apr8.3%
May+0.8%
Jun+4.5%
Jul+20.9%
Aug+1.2%
Sep+4.7%
Oct19.7%
Nov+5.9%
Dec+4.6%
2008
Jan+7.6%
Feb10.6%
Mar17.4%
Apr+23.1%
May+3.0%
Jun1.2%
Jul12.7%
Aug2.6%
Sep19.0%
Oct3.5%
Nov14.7%
Dec1.8%
2007
Jan—
Feb—
Mar—
Apr—
May18.6%
Jun+6.4%
Jul10.5%
Aug+10.4%
Sep1.9%
Oct+10.0%
Nov+1.7%
Dec+9.9%
Avg
Jan0.4%
Feb+3.8%
Mar1.8%
Apr+2.3%
May+0.7%
Jun+0.4%
Jul+1.0%
Aug+2.2%
Sep+0.8%
Oct+3.1%
Nov+4.9%
Dec+1.5%
Median
Jan+1.0%
Feb+5.2%
Mar2.6%
Apr+1.2%
May+0.1%
Jun+0.9%
Jul1.6%
Aug+3.2%
Sep+1.4%
Oct+3.7%
Nov+5.6%
Dec+0.5%
Win %
Jan63%
Feb63%
Mar42%
Apr58%
May53%
Jun53%
Jul37%
Aug68%
Sep53%
Oct63%
Nov74%
Dec58%
Frequently asked questions
What is the best performing month for Interactive Brokers (IBKR) stock?
- Historically, November is the best performing month for Interactive Brokers (IBKR) stock with an average return of +4.90%.
What is the worst performing month for Interactive Brokers (IBKR) stock?
- Historically, March is the worst performing month for Interactive Brokers (IBKR) stock with an average return of 1.82%.
What is the best performing quarter for Interactive Brokers (IBKR) stock?
- Historically, Q4 is the best performing quarter for Interactive Brokers (IBKR) stock with an average return of +9.67%.
What is the worst performing quarter for Interactive Brokers (IBKR) stock?
- Historically, Q1 is the worst performing quarter for Interactive Brokers (IBKR) stock with an average return of +0.93%.
What is the best performing year for Interactive Brokers (IBKR) stock?
- Historically, 2024 is the best performing year for Interactive Brokers (IBKR) stock with a return of +114.31%.
What is the worst performing year for Interactive Brokers (IBKR) stock?
- Historically, 2008 is the worst performing year for Interactive Brokers (IBKR) stock with a return of 44.64%.
Which month has the highest win rate for Interactive Brokers (IBKR) stock?
- Historically, November has the highest win rate for Interactive Brokers (IBKR) stock — positive in 74% of years.
Which month has the lowest win rate for Interactive Brokers (IBKR) stock?
- Historically, July has the lowest win rate for Interactive Brokers (IBKR) stock — positive in 37% of years.
Which quarter has the highest win rate for Interactive Brokers (IBKR) stock?
- Historically, Q4 has the highest win rate for Interactive Brokers (IBKR) stock — positive in 68% of years.
Which quarter has the lowest win rate for Interactive Brokers (IBKR) stock?
- Historically, Q1 has the lowest win rate for Interactive Brokers (IBKR) stock — positive in 42% of years.
Data & methodology
How are returns calculated?
- We compare the closing price at the end of each period (month or quarter) with the closing price at the end of the previous period. The return is the percentage change. All prices are adjusted for dividends and stock splits. Based on historical prices from our data provider.
What is average vs median?
- Average is the arithmetic mean of returns for each period across years. Median is the middle value. Both exclude empty cells. Use median to reduce impact of outliers.
What does the heatmap show?
- Green cells indicate positive returns, red cells indicate negative returns. The darker the color, the stronger the move. Average and Median rows summarize each column across years.
What is Win %?
- Percentage of years when the period had a positive return. For example, 80% for January means January was positive in 80% of the years in the selected range.
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