Seasonal Analysis for Interactive Brokers Group, Inc. (IBKR)
The following two tables show the seasonal performance of Interactive Brokers Group, Inc., with the stock symbol IBKR. The first table is a quarterly analysis. The second table is a semi-annual analysis that shows not only the two half-years but also the performance of the summer and winter half-years.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 38.89% | 55.56% | 52.63% | 63.16% |
| Median Return | -5.67% | 1.70% | 3.69% | 7.24% |
| Average Return | 16.05% | 7.53% | 12.49% | 14.50% |
| Maximum Gain | 34.76% | 33.85% | 27.94% | 31.47% |
| Gain Year | 2024 | 2025 | 2009 | 2017 |
| Maximum Loss | -20.57% | -16.54% | -31.00% | -19.30% |
| Loss Year | 2008 | 2022 | 2008 | 2008 |
| Based on the past 18 years (2008-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 51.35% | 54.05% | 47.22% | 57.89% |
| Median Return | 3.52% | 2.77% | -2.38% | 3.95% |
| Average Return | 15.05% | 9.70% | 10.28% | 13.55% |
| Maximum Gain | 34.76% | 33.85% | 34.76% | 31.47% |
| Gain Year | 2024 | 2025 | 2024 | 2017 |
| Maximum Loss | -20.57% | -31.00% | -20.57% | -31.00% |
| Loss Year | 2008 | 2008 | 2008 | 2008 |
| Based on the past 18 years (2008-2025) | ||||