Interactive Brokers (IBKR)
S&P 500 · Financials · data since 2007-05-04 · last close 2026-07-24
1d
-0.02%
7d
+1.34%
30d
-1.13%
YTD
+42.81%
1y
+42.30%
Interactive Brokers (IBKR) monthly returns (%)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 16.4 | -4.8 | -5.8 | 18.5 | 9.4 | 0.1 | 5.4 | · | · | · | · | · |
| 2025 | 23.1 | -5.9 | -19.0 | 3.8 | 22.2 | 5.7 | 18.3 | -4.9 | 10.6 | 2.3 | -7.6 | -1.0 |
| 2024 | 7.1 | 22.6 | 2.8 | 3.0 | 9.4 | -2.5 | -2.7 | 8.3 | 8.1 | 9.5 | 25.4 | -7.5 |
| 2023 | 10.5 | 7.8 | -4.1 | -5.7 | -0.7 | 7.6 | 5.1 | 4.4 | -5.0 | -7.5 | -2.7 | 6.5 |
| 2022 | -14.1 | -2.8 | -0.4 | -9.6 | 3.5 | -10.6 | 6.7 | 5.1 | 3.8 | 25.4 | 0.3 | -9.9 |
| 2021 | 0.4 | 18.5 | 0.9 | -2.1 | -5.8 | -2.3 | -5.9 | 4.7 | -3.6 | 13.7 | 4.3 | 7.6 |
| 2020 | 0.8 | 8.9 | -15.5 | -5.0 | 3.5 | -1.4 | 18.8 | 7.1 | -8.8 | -1.6 | 11.1 | 15.5 |
| 2019 | -7.8 | 9.8 | -6.1 | 4.5 | -6.2 | 6.7 | -5.4 | -7.7 | 13.9 | -11.6 | 2.0 | -3.7 |
| 2018 | 8.1 | 8.6 | -3.1 | 10.3 | -1.8 | -11.5 | -7.1 | 4.0 | -11.0 | -10.7 | 17.3 | -5.5 |
| 2017 | 2.3 | -1.4 | -5.4 | 0.3 | 0.4 | 7.3 | 7.0 | 5.0 | 7.4 | 19.9 | 5.8 | 3.8 |
| 2016 | -26.0 | 6.2 | 15.1 | -3.4 | 6.0 | -11.9 | -1.6 | 3.3 | -1.7 | -5.9 | 10.9 | -0.6 |
| 2015 | 5.0 | 4.4 | 6.8 | -0.2 | 5.5 | 16.4 | -3.4 | -0.3 | -1.1 | 4.2 | 5.6 | 0.6 |
| 2014 | -12.9 | 5.4 | -2.6 | 10.3 | -3.3 | 1.2 | -1.2 | 2.3 | 6.4 | 3.5 | 6.2 | 6.7 |
| 2013 | 4.5 | 3.6 | 1.4 | 1.0 | 5.4 | 1.3 | 1.4 | 4.2 | 11.9 | 10.0 | 17.9 | 0.4 |
| 2012 | 1.2 | 5.5 | 7.2 | -10.8 | -5.3 | 3.2 | -5.9 | 0.5 | 1.4 | 1.6 | 8.0 | -10.5 |
| 2011 | -9.3 | -4.5 | 2.9 | 10.4 | -1.6 | -8.8 | -3.3 | -0.2 | -7.2 | 10.4 | -2.6 | 0.5 |
| 2010 | -10.3 | 8.4 | -6.3 | 6.2 | -2.2 | -1.0 | -0.3 | -2.2 | 6.3 | 8.8 | -2.2 | 7.4 |
| 2009 | -14.7 | -8.0 | 14.8 | -8.6 | 0.8 | 4.4 | 21.0 | 1.0 | 4.7 | -19.4 | 5.8 | 4.7 |
| 2008 | 7.7 | -10.7 | -17.4 | 23.0 | 3.2 | -1.4 | -12.7 | -2.7 | -18.8 | -3.6 | -14.7 | -1.9 |
| 2007 | · | · | · | · | -18.5 | 6.4 | -10.5 | 10.2 | -1.9 | 9.9 | 1.8 | 9.9 |
| Avg | -0.4 | 3.8 | -1.8 | 2.4 | 1.2 | 0.4 | 1.2 | 2.2 | 0.8 | 3.1 | 4.9 | 1.2 |
Values in %. Current and first-listed months are partial (greyed).
returnsview.com
Seasonality — average by calendar month
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Avg | -0.4% | +3.8% | -1.8% | +2.4% | +1.2% | +0.5% | +1.0% | +2.2% | +0.8% | +3.1% | +4.9% | +1.2% |
| Win rate | 63%/19 | 63%/19 | 42%/19 | 58%/19 | 55%/20 | 55%/20 | 37%/19 | 68%/19 | 53%/19 | 63%/19 | 74%/19 | 58%/19 |
Win rate = share of positive months / sample size.
Risk & extremes
Max drawdown
-63.7%
Worst peak-to-trough fall on record
Monthly volatility
±8.9%
Std. dev. of monthly returns
Positive months
57%
Share of completed months in the green
Best month
+25.41%
2022-10
Worst month
-25.99%
2016-01
Longest streaks
12▲ / 9▼
Consecutive up / down months
Drawdown & rolling returns
Percent below the all-time high at each month-end — how far underwater the asset was.
About Interactive Brokers
Interactive Brokers has survived more market cycles than most coins have months — with price receipts on this site going back to 2007. And the long game: $100 at its first close here (2007) would be about $1,783 today.
Did you know?
- Its best month on record was October 2022 at +25.41%; its worst, January 2016 at -25.99%.
- It has closed November in the green 14 out of 19 times — past performance, future shrug.
Trivia for entertainment — the numbers come from our price data; the jokes don't.