Interactive Brokers (IBKR) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Interactive Brokers (IBKR) ten years ago, at the end of Oct 2016, was worth $98,464 at the end of Oct 2026 with every dividend reinvested: 25.7% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $133,507 reinvested (14.8% a year), or $98,945 taking the dividends as cash, $3,772 of it paid out along the way.
IBKR became
$133,507
S&P 500: $72,756
Return a year
14.8%
S&P 500: 11.1%
Payouts reinvested
$4,751
bought more shares
Worst drop
-59.7%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IBKR total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +20.0% | $449 | +11.7% |
| 2025 | +46.3% | $532 | +17.7% |
| 2024 | +114.4% | $393 | +24.9% |
| 2023 | +15.2% | $199 | +26.2% |
| 2022 | −8.3% | $201 | −18.2% |
| 2021 | +31.2% | $198 | +28.7% |
| 2020 | +31.7% | $203 | +18.3% |
| 2019 | −14.0% | $204 | +31.2% |
| 2018 | −7.1% | $209 | −4.6% |
| 2017 | +62.8% | $117 | +21.7% |
| 2016 | −15.4% | $167 | +12.0% |
| 2015 | +51.0% | $175 | +1.2% |
| 2014 | +21.7% | $173 | +13.5% |
| 2013 | +82.8% | $204 | +32.3% |
| 2012 | +1.0% | $516 | +16.0% |
| 2011 | −14.5% | $143 | +1.9% |
| 2010 | +11.1% | $589 | +15.1% |
| 2009 | −0.9% | $44 | +26.4% |
| 2008 | −44.6% | $36 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IBKR total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Interactive Brokers (IBKR) at the end of Dec 2007, with dividends reinvested, was worth $133,507 at the end of Oct 2026: 14.8% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IBKR turned $10,000 into $98,464 with dividends reinvested, 25.7% a year.
- Over the 5 years to Oct 2026, IBKR returned 34.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking IBKR's dividends as cash instead of reinvesting them, the same $10,000 ended at $98,945, including $3,772 of cash received; reinvesting added $34,562.
- IBKR's best calendar year in that time was 2024 (114.4%) and its worst 2008 (-44.6%), with dividends reinvested.
Cite this page
SmarterDividends, "Interactive Brokers (IBKR) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IBKR/total-return
IBKR total return questions
If I invested $10,000 in IBKR 10 years ago, how much would I have?
About $98,464 at the end of Oct 2026, with every dividend reinvested: 25.7% a year. Taking them as cash, you'd have shares worth $92,651 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IBKR's total return since Dec 2007?
1235% in total, or 14.8% a year, through Oct 2026 with dividends reinvested. The share price alone rose 852%.
How much of IBKR's return came from dividends?
About 14% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $34,562 better off on a $10,000 start.
What was IBKR's worst year?
2008, at -44.6% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -59.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.