IBKR YTD Return



Start date: 12/29/2023
End date: 04/19/2024
Start price/share: $82.90
End price/share: $111.55
Starting shares: 120.63
Ending shares: 120.74
Dividends reinvested/share: $0.10
IBKR YTD return: 34.68%
Annualized Gain: 114.05%
Starting investment: $10,000.00
Ending investment: $13,468.00


IBKR YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Use our YTD Return Calculator to compare IBKR YTD return versus benchmarks:

YTD Return for S&P
YTD Return for Dow
YTD Return for Nasdaq 100
YTD Return for Russell 2000
YTD Return for Gold
YTD Return for 10 Year Treasury
YTD Return on $10,000.00
With Dividends Reinvested Into IBKR


Also see: IBKR Average Annual Return
Interactive Brokers Group is a holding company. Through its subsidiaries, Co. is an automated global electronic broker that executes, clears and settles trades globally for both institutional and individual customers. Co.'s primary product offerings include: IBKR Prosm, which provides access to stocks, options, futures, forex, bonds, mutual funds and exchange traded funds (ETFs), metals and cryptocurrencies from a single integrated platform; IBKR Litesm, which provides unlimited commission-free trades on U.S. exchange-listed stocks and ETFs as well as access to global markets; and Fractional Trading, which allows customers to buy and sell using either a cash amount or fractional shares. The IBKR YTD return is shown above.

The YTD Return on the IBKR YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether IBKR YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the IBKR YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!


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Interactive Brokers Group (IBKR) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

IBMG YTD Return
IBMH YTD Return
IBMI YTD Return
IBND YTD Return
IBOC YTD Return
IBTX YTD Return
ICBK YTD Return
ICCH YTD Return
ICE YTD Return
ICF YTD Return
More Financials companies »

 

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