Interactive Brokers Group, Inc. (IBKR) Growth of $10K (Lump Sum & DCA)IBKRInteractive Brokers Group, Inc.NASDAQFinancials$85.42$-0.76 -0.88%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$98,428+$88,428 · +884.28%
Total invested$10,000
Annualised (CAGR)+25.74%
Max drawdown-52.59%
SIP · Monthly122 contributions
$100 every month
$62,696+$50,496 · +413.90%
Total invested$12,200
Money-weighted (XIRR)+30.87%
Max drawdown-37.14%
SIP · Biweekly261 contributions
$100 every two weeks
$134,294+$108,194 · +414.54%
Total invested$26,100
Money-weighted (XIRR)+30.97%
Max drawdown-37.25%
Best 12-month stretch+146.06%Nov 2023 → Nov 2024
Worst 12-month stretch-32.28%May 2019 → May 2020
Deepest drawdown-52.59%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$1,615on $10,000, trailing 10 years
Growth of your contributions
It would be worth$161,124after your settings in IBKR
Profit+$138,924+625.78% on money in
Annualised return+27.11%Money-weighted (XIRR)
Deepest dip-45.75%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-7.77% | -6.39% | +26.34% | +21.92% | +57.26% p.a. | +37.55% p.a. | +25.74% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -1.22% | +63.75% | -7.39% | -12.67% | +30.04% | +31.12% | -8.35% | +15.14% | +122.99% | +47.15% | +27.44% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,169 | -$131 | -1.27% |
| 2017 | $11,500 | $18,408 | +$6,908 | +60.07% |
| 2018 | $12,800 | $18,190 | +$5,390 | +42.11% |
| 2019 | $14,000 | $17,013 | +$3,013 | +21.52% |
| 2020 | $15,200 | $23,698 | +$8,498 | +55.91% |
| 2021 | $16,400 | $32,449 | +$16,049 | +97.86% |
| 2022 | $17,600 | $31,070 | +$13,470 | +76.53% |
| 2023 | $18,800 | $36,988 | +$18,188 | +96.75% |
| 2024 | $20,100 | $84,429 | +$64,329 | +320.04% |
| 2025 | $21,300 | $125,695 | +$104,395 | +490.12% |
| 2026 (YTD) | $22,200 | $161,124 | +$138,924 | +625.78% |