Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBKR (Interactive Brokers Group, Inc.) | 33.10% | 67.40% | 64.74% | 39.60% | 24.92% | 23.94% | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBKR (Interactive Brokers Group, Inc.) | 05/04/2007 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.99 | 67.40 | 64.74 | 39.60 | 24.92 | 23.94 | NA | … | … | 33.10 | 46.07 | 113.44 | 14.72 | -8.35 | 31.12 | 31.73 | -14.20 | -7.13 | 63.75 | -15.35 | 51.12 | 21.83 | 82.10 | -5.92 | -14.51 | 10.90 | -0.95 | -44.65 | 3.26 |
| Sharpe Ratio | NA | 1.64 | 1.64 | 1.04 | 0.69 | NA | NA | … | … | 2.12 | 0.95 | 4.22 | 0.39 | -0.28 | 1.10 | 0.67 | -0.55 | -0.26 | 3.52 | -0.53 | 1.70 | 0.86 | 4.41 | -0.27 | -0.54 | 0.43 | -0.02 | -0.63 | 0.06 |
| Standard Deviation(%) | NA | 37.49 | 35.60 | 34.40 | 33.32 | NA | NA | … | … | 40.97 | 45.66 | 26.05 | 28.58 | 35.62 | 28.14 | 46.57 | 28.45 | 32.49 | 18.01 | 29.29 | 30.07 | 25.44 | 18.60 | 21.91 | 27.03 | 24.92 | 49.31 | 71.67 | 34.83 |
| Draw Down(%) | NA | 18.70 | 38.72 | 38.72 | 55.18 | NA | NA | … | … | 18.70 | 38.72 | 15.47 | 19.97 | 33.65 | 24.48 | 37.99 | 23.70 | 40.70 | 13.50 | 31.01 | 19.53 | 15.83 | 6.44 | 22.69 | 27.70 | 11.72 | 33.59 | 63.07 | 30.35 |
| Yield(%) | 0.00 | 0.16 | 0.32 | 0.42 | 0.84 | 2.22 | 1.15 | … | … | 0.25 | 0.17 | 0.25 | 0.14 | 0.51 | 0.65 | 0.84 | 0.56 | 0.67 | 1.08 | 0.94 | 1.38 | 1.63 | 2.88 | 2.64 | 1.67 | 10.08 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBKR (Interactive Brokers Group, Inc.) |
-19.99%
Jan 2008 – Jan 2011 |
-13.85%
Jan 2008 – Jan 2013 |
5.47%
Jun 2007 – Jun 2017 |
6.55%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBKR (Interactive Brokers Group, Inc.) |
65.50%
May 2023 – May 2026 |
43.22%
Oct 2020 – Oct 2025 |
25.69%
Jan 2016 – Jan 2026 |
23.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart