69/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.
Trailing 1 year (4 quarters): 8 wins, 4 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.
| Quarter | Total return | Revenue growth | EPS growth | Net marginNon-scoring | Trailing P/ENon-scoring | Price/bookNon-scoring | CEO quarterly payNon-scoring | Implied DilutionNon-scoring | Implied BuybackNon-scoring |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q22/3 |
WinIBKR / S&P 29.91% / 15.20% |
WinIBKR / S&P 22.10% / 15.00% |
LoseIBKR / S&P 32.11% / 50.40% |
Non-scoringIBKR / S&P 179.41% / 15.70% | Non-scoringIBKR / S&P IBKR unavailable / 28.47 | Non-scoringIBKR / S&P IBKR unavailable / S&P unavailable | Non-scoringIBKR / S&P IBKR unavailable / S&P unavailable | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.36b |
| 2026-Q13/3 |
WinIBKR / S&P 4.40% / -4.33% |
WinIBKR / S&P 19.52% / 11.30% |
WinIBKR / S&P 29.44% / 27.70% |
Non-scoringIBKR / S&P 179.19% / 14.80% | Non-scoringIBKR / S&P IBKR unavailable / 25.43 | Non-scoringIBKR / S&P IBKR unavailable / S&P unavailable | Non-scoringIBKR / S&P IBKR unavailable / S&P unavailable | Non-scoringIBKR / S&P IBKR unavailable / $0.27b | Non-scoringIBKR / S&P IBKR unavailable / $0.00b |
| 2025-Q41/3 |
LoseIBKR / S&P -6.42% / 2.65% |
WinIBKR / S&P 23.42% / 9.00% |
LoseIBKR / S&P -24.23% / 13.40% |
Non-scoringIBKR / S&P 178.57% / 13.20% | Non-scoringIBKR / S&P IBKR unavailable / 28.48 | Non-scoringIBKR / S&P IBKR unavailable / 5.39 | Non-scoringIBKR / S&P IBKR unavailable / $4.42m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.20b |
| 2025-Q32/3 |
WinIBKR / S&P 24.34% / 8.12% |
WinIBKR / S&P 27.94% / 4.61% |
LoseIBKR / S&P -727.27% / 13.45% |
Non-scoringIBKR / S&P 176.96% / 11.78% | Non-scoringIBKR / S&P IBKR unavailable / 28.13 | Non-scoringIBKR / S&P IBKR unavailable / 5.27 | Non-scoringIBKR / S&P IBKR unavailable / $4.42m | Non-scoringIBKR / S&P IBKR unavailable / $0.11b | Non-scoringIBKR / S&P IBKR unavailable / $0.00b |
| 2025-Q23/3 |
WinIBKR / S&P 34.05% / 10.94% |
WinIBKR / S&P 31.47% / 4.83% |
WinIBKR / S&P 134.57% / 10.63% |
Non-scoringIBKR / S&P 168.81% / 11.45% | Non-scoringIBKR / S&P IBKR unavailable / 27.10 | Non-scoringIBKR / S&P IBKR unavailable / 5.01 | Non-scoringIBKR / S&P IBKR unavailable / $4.42m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.23b |
| 2025-Q12/3 |
LoseIBKR / S&P -6.16% / -4.27% |
WinIBKR / S&P 33.61% / 4.98% |
WinIBKR / S&P 12.50% / 10.57% |
Non-scoringIBKR / S&P 167.81% / 11.39% | Non-scoringIBKR / S&P IBKR unavailable / 26.23 | Non-scoringIBKR / S&P IBKR unavailable / 4.69 | Non-scoringIBKR / S&P IBKR unavailable / $4.42m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.10b |
| 2024-Q43/3 |
WinIBKR / S&P 26.94% / 2.41% |
WinIBKR / S&P 26.97% / 5.25% |
WinIBKR / S&P 107.80% / 6.15% |
Non-scoringIBKR / S&P 172.33% / 11.29% | Non-scoringIBKR / S&P IBKR unavailable / 28.60 | Non-scoringIBKR / S&P IBKR unavailable / 4.99 | Non-scoringIBKR / S&P IBKR unavailable / $4.28m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.08b |
| 2024-Q32/3 |
WinIBKR / S&P 13.89% / 5.89% |
WinIBKR / S&P 19.24% / 5.89% |
LoseIBKR / S&P -106.00% / 6.11% |
Non-scoringIBKR / S&P 174.37% / 10.87% | Non-scoringIBKR / S&P IBKR unavailable / 28.09 | Non-scoringIBKR / S&P IBKR unavailable / 4.94 | Non-scoringIBKR / S&P IBKR unavailable / $4.28m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.21b |
| 2024-Q22/3 |
WinIBKR / S&P 9.96% / 4.28% |
WinIBKR / S&P 12.73% / 5.38% |
LoseIBKR / S&P -83.50% / 5.12% |
Non-scoringIBKR / S&P 183.24% / 10.85% | Non-scoringIBKR / S&P IBKR unavailable / 27.64 | Non-scoringIBKR / S&P IBKR unavailable / 4.79 | Non-scoringIBKR / S&P IBKR unavailable / $4.28m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.36b |
| 2024-Q12/3 |
WinIBKR / S&P 34.88% / 10.56% |
WinIBKR / S&P 6.05% / 5.71% |
LoseIBKR / S&P -63.88% / 5.59% |
Non-scoringIBKR / S&P 182.26% / 10.81% | Non-scoringIBKR / S&P IBKR unavailable / 27.02 | Non-scoringIBKR / S&P IBKR unavailable / 4.71 | Non-scoringIBKR / S&P IBKR unavailable / $4.28m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.12b |
| 2023-Q40/3 |
LoseIBKR / S&P -4.10% / 11.69% |
LoseIBKR / S&P 3.39% / 6.81% |
LoseIBKR / S&P -62.40% / 7.78% |
Non-scoringIBKR / S&P 180.60% / 11.19% | Non-scoringIBKR / S&P IBKR unavailable / 24.35 | Non-scoringIBKR / S&P IBKR unavailable / 4.31 | Non-scoringIBKR / S&P IBKR unavailable / $4.08m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.01b |
| 2023-Q32/3 |
WinIBKR / S&P 4.32% / -3.27% |
LoseIBKR / S&P 1.19% / 7.52% |
WinIBKR / S&P 77.99% / -5.03% |
Non-scoringIBKR / S&P 177.09% / 10.84% | Non-scoringIBKR / S&P IBKR unavailable / 23.93 | Non-scoringIBKR / S&P IBKR unavailable / 3.98 | Non-scoringIBKR / S&P IBKR unavailable / $4.08m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.24b |
| 2023-Q21/3 |
LoseIBKR / S&P 0.75% / 8.74% |
LoseIBKR / S&P 0.20% / 9.50% |
WinIBKR / S&P 92.55% / -8.57% |
Non-scoringIBKR / S&P 160.28% / 10.88% | Non-scoringIBKR / S&P IBKR unavailable / 24.01 | Non-scoringIBKR / S&P IBKR unavailable / 4.19 | Non-scoringIBKR / S&P IBKR unavailable / $4.08m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.17b |
| 2023-Q12/3 |
WinIBKR / S&P 14.24% / 7.50% |
LoseIBKR / S&P 0.13% / 10.77% |
WinIBKR / S&P 56.54% / -15.69% |
Non-scoringIBKR / S&P 144.68% / 10.82% | Non-scoringIBKR / S&P IBKR unavailable / 22.66 | Non-scoringIBKR / S&P IBKR unavailable / 3.93 | Non-scoringIBKR / S&P IBKR unavailable / $4.08m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.13b |
| 2022-Q42/3 |
WinIBKR / S&P 13.35% / 7.56% |
LoseIBKR / S&P -3.95% / 11.88% |
WinIBKR / S&P 15.38% / -17.99% |
Non-scoringIBKR / S&P 122.31% / 11.09% | Non-scoringIBKR / S&P IBKR unavailable / 22.65 | Non-scoringIBKR / S&P IBKR unavailable / 3.75 | Non-scoringIBKR / S&P IBKR unavailable / $3.70m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.15b |
| 2022-Q31/3 |
WinIBKR / S&P 16.37% / -4.88% |
LoseIBKR / S&P -1.31% / 13.47% |
LoseIBKR / S&P -9.91% / -1.41% |
Non-scoringIBKR / S&P 102.45% / 12.28% | Non-scoringIBKR / S&P IBKR unavailable / 20.58 | Non-scoringIBKR / S&P IBKR unavailable / 3.60 | Non-scoringIBKR / S&P IBKR unavailable / $3.70m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.17b |
| 2022-Q20/3 |
LoseIBKR / S&P -16.40% / -16.10% |
LoseIBKR / S&P 0.74% / 13.71% |
LoseIBKR / S&P -28.77% / 11.04% |
Non-scoringIBKR / S&P 84.39% / 13.03% | Non-scoringIBKR / S&P IBKR unavailable / 20.28 | Non-scoringIBKR / S&P IBKR unavailable / 3.78 | Non-scoringIBKR / S&P IBKR unavailable / $3.70m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.17b |
| 2022-Q10/3 |
LoseIBKR / S&P -16.89% / -4.60% |
LoseIBKR / S&P 3.73% / 15.97% |
LoseIBKR / S&P -5.03% / 42.23% |
Non-scoringIBKR / S&P 94.27% / 14.22% | Non-scoringIBKR / S&P IBKR unavailable / 22.19 | Non-scoringIBKR / S&P IBKR unavailable / 4.51 | Non-scoringIBKR / S&P IBKR unavailable / $3.70m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.20b |
| 2021-Q42/3 |
WinIBKR / S&P 27.57% / 11.03% |
WinIBKR / S&P 21.83% / 15.00% |
LoseIBKR / S&P 34.30% / 96.40% |
Non-scoringIBKR / S&P 104.34% / 15.13% | Non-scoringIBKR / S&P IBKR unavailable / 23.63 | Non-scoringIBKR / S&P IBKR unavailable / 4.73 | Non-scoringIBKR / S&P IBKR unavailable / $3.63m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.13b |
| 2021-Q31/3 |
LoseIBKR / S&P -5.01% / 0.58% |
WinIBKR / S&P 32.93% / 10.77% |
LoseIBKR / S&P 58.80% / 69.42% |
Non-scoringIBKR / S&P 109.67% / 14.13% | Non-scoringIBKR / S&P IBKR unavailable / 25.35 | Non-scoringIBKR / S&P IBKR unavailable / 4.38 | Non-scoringIBKR / S&P IBKR unavailable / $3.63m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.19b |
| 2021-Q22/3 |
LoseIBKR / S&P -9.87% / 8.55% |
WinIBKR / S&P 42.42% / 6.58% |
WinIBKR / S&P 76.35% / 51.81% |
Non-scoringIBKR / S&P 118.74% / 13.34% | Non-scoringIBKR / S&P IBKR unavailable / 26.70 | Non-scoringIBKR / S&P IBKR unavailable / 4.43 | Non-scoringIBKR / S&P IBKR unavailable / $3.63m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.11b |
| 2021-Q13/3 |
WinIBKR / S&P 20.06% / 6.17% |
WinIBKR / S&P 53.07% / -1.06% |
WinIBKR / S&P 44.66% / 7.39% |
Non-scoringIBKR / S&P 101.86% / 11.60% | Non-scoringIBKR / S&P IBKR unavailable / 30.50 | Non-scoringIBKR / S&P IBKR unavailable / 4.23 | Non-scoringIBKR / S&P IBKR unavailable / $3.63m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.10b |
| 2020-Q43/3 |
WinIBKR / S&P 26.28% / 12.15% |
WinIBKR / S&P 51.95% / -3.72% |
WinIBKR / S&P 15.24% / -33.42% |
Non-scoringIBKR / S&P 91.61% / 8.86% | Non-scoringIBKR / S&P IBKR unavailable / 39.26 | Non-scoringIBKR / S&P IBKR unavailable / 4.05 | Non-scoringIBKR / S&P IBKR unavailable / $3.17m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.01b |
| 2020-Q33/3 |
WinIBKR / S&P 15.92% / 8.93% |
WinIBKR / S&P 29.76% / -2.04% |
WinIBKR / S&P 3.35% / -27.10% |
Non-scoringIBKR / S&P 94.96% / 9.24% | Non-scoringIBKR / S&P IBKR unavailable / 34.27 | Non-scoringIBKR / S&P IBKR unavailable / 3.65 | Non-scoringIBKR / S&P IBKR unavailable / $3.17m | Non-scoringIBKR / S&P IBKR unavailable / $0.02b | Non-scoringIBKR / S&P IBKR unavailable / $0.00b |
| 2020-Q22/3 |
LoseIBKR / S&P -3.02% / 20.54% |
WinIBKR / S&P 20.71% / -0.46% |
WinIBKR / S&P -5.58% / -27.11% |
Non-scoringIBKR / S&P 100.29% / 9.37% | Non-scoringIBKR / S&P IBKR unavailable / 31.29 | Non-scoringIBKR / S&P IBKR unavailable / 3.44 | Non-scoringIBKR / S&P IBKR unavailable / $3.17m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.03b |
| 2020-Q13/3 |
WinIBKR / S&P -7.23% / -19.60% |
WinIBKR / S&P 7.87% / 3.47% |
WinIBKR / S&P -10.04% / -14.75% |
Non-scoringIBKR / S&P 111.52% / 10.68% | Non-scoringIBKR / S&P IBKR unavailable / 22.80 | Non-scoringIBKR / S&P IBKR unavailable / 2.92 | Non-scoringIBKR / S&P IBKR unavailable / $3.17m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.05b |
| 2019-Q40/3 |
LoseIBKR / S&P -13.14% / 9.07% |
LoseIBKR / S&P -8.43% / 5.36% |
LoseIBKR / S&P -7.89% / 2.99% |
Non-scoringIBKR / S&P 128.57% / 12.81% | Non-scoringIBKR / S&P IBKR unavailable / 22.78 | Non-scoringIBKR / S&P IBKR unavailable / 3.53 | Non-scoringIBKR / S&P IBKR unavailable / $3.08m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.05b |
| 2019-Q31/3 |
LoseIBKR / S&P -0.56% / 1.70% |
LoseIBKR / S&P -30.38% / 5.02% |
WinIBKR / S&P 24.40% / 0.21% |
Non-scoringIBKR / S&P 122.32% / 12.41% | Non-scoringIBKR / S&P IBKR unavailable / 22.44 | Non-scoringIBKR / S&P IBKR unavailable / 3.30 | Non-scoringIBKR / S&P IBKR unavailable / $3.08m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.09b |
| 2019-Q22/3 |
WinIBKR / S&P 4.67% / 4.30% |
LoseIBKR / S&P -44.19% / 6.64% |
WinIBKR / S&P 34.37% / 8.65% |
Non-scoringIBKR / S&P 124.51% / 12.79% | Non-scoringIBKR / S&P IBKR unavailable / 21.37 | Non-scoringIBKR / S&P IBKR unavailable / 3.32 | Non-scoringIBKR / S&P IBKR unavailable / $3.08m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.27b |
| 2019-Q11/3 |
LoseIBKR / S&P -4.90% / 13.65% |
LoseIBKR / S&P -50.56% / 8.12% |
WinIBKR / S&P 69.63% / 14.29% |
Non-scoringIBKR / S&P 128.85% / 12.97% | Non-scoringIBKR / S&P IBKR unavailable / 20.86 | Non-scoringIBKR / S&P IBKR unavailable / 3.26 | Non-scoringIBKR / S&P IBKR unavailable / $3.08m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $34.35b |
| 2018-Q42/3 |
WinIBKR / S&P -1.02% / -13.52% |
LoseIBKR / S&P -52.00% / 9.05% |
WinIBKR / S&P 115.09% / 18.23% |
Non-scoringIBKR / S&P 121.62% / 13.10% | Non-scoringIBKR / S&P IBKR unavailable / 19.39 | Non-scoringIBKR / S&P IBKR unavailable / 2.94 | Non-scoringIBKR / S&P IBKR unavailable / $3.00m | Non-scoringIBKR / S&P IBKR unavailable / $0.01b | Non-scoringIBKR / S&P IBKR unavailable / $0.00b |
| 2018-Q31/3 |
LoseIBKR / S&P -13.99% / 7.71% |
LoseIBKR / S&P -17.75% / 10.21% |
WinIBKR / S&P 47.37% / 19.06% |
Non-scoringIBKR / S&P 78.41% / 13.01% | Non-scoringIBKR / S&P IBKR unavailable / 22.25 | Non-scoringIBKR / S&P IBKR unavailable / 3.45 | Non-scoringIBKR / S&P IBKR unavailable / $3.00m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.17b |
| 2018-Q22/3 |
LoseIBKR / S&P -4.08% / 3.43% |
WinIBKR / S&P 9.03% / 9.03% |
WinIBKR / S&P 58.42% / 14.46% |
Non-scoringIBKR / S&P 63.46% / 12.56% | Non-scoringIBKR / S&P IBKR unavailable / 22.49 | Non-scoringIBKR / S&P IBKR unavailable / 3.25 | Non-scoringIBKR / S&P IBKR unavailable / $3.00m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.19b |
| 2018-Q13/3 |
WinIBKR / S&P 13.72% / -0.76% |
WinIBKR / S&P 28.83% / 7.68% |
WinIBKR / S&P 23.85% / 12.46% |
Non-scoringIBKR / S&P 51.69% / 12.27% | Non-scoringIBKR / S&P IBKR unavailable / 23.41 | Non-scoringIBKR / S&P IBKR unavailable / 3.17 | Non-scoringIBKR / S&P IBKR unavailable / $3.00m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.08b |
| 2017-Q42/3 |
WinIBKR / S&P 31.69% / 6.64% |
WinIBKR / S&P 30.64% / 7.03% |
LoseIBKR / S&P -15.87% / 13.82% |
Non-scoringIBKR / S&P 41.15% / 12.09% | Non-scoringIBKR / S&P IBKR unavailable / 24.25 | Non-scoringIBKR / S&P IBKR unavailable / 3.23 | Non-scoringIBKR / S&P IBKR unavailable / $2.92m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.05b |
| 2017-Q31/3 |
WinIBKR / S&P 20.65% / 4.48% |
LoseIBKR / S&P 0.00% / 5.68% |
LoseIBKR / S&P -22.45% / 17.57% |
Non-scoringIBKR / S&P 41.96% / 12.04% | Non-scoringIBKR / S&P IBKR unavailable / 23.28 | Non-scoringIBKR / S&P IBKR unavailable / 3.08 | Non-scoringIBKR / S&P IBKR unavailable / $2.92m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.11b |
| 2017-Q21/3 |
WinIBKR / S&P 8.08% / 3.09% |
LoseIBKR / S&P -8.34% / 4.83% |
LoseIBKR / S&P -33.55% / 17.74% |
Non-scoringIBKR / S&P 39.99% / 11.96% | Non-scoringIBKR / S&P IBKR unavailable / 23.40 | Non-scoringIBKR / S&P IBKR unavailable / 3.03 | Non-scoringIBKR / S&P IBKR unavailable / $2.92m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.08b |
| 2017-Q10/3 |
LoseIBKR / S&P -4.65% / 6.07% |
LoseIBKR / S&P -12.63% / 3.67% |
LoseIBKR / S&P -26.85% / 13.32% |
Non-scoringIBKR / S&P 42.41% / 11.75% | Non-scoringIBKR / S&P IBKR unavailable / 23.60 | Non-scoringIBKR / S&P IBKR unavailable / 3.01 | Non-scoringIBKR / S&P IBKR unavailable / $2.92m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $20.24b |
| 2016-Q42/3 |
LoseIBKR / S&P 3.80% / 3.82% |
WinIBKR / S&P 17.44% / 2.09% |
WinIBKR / S&P 65.79% / 7.05% |
Non-scoringIBKR / S&P 47.39% / 11.37% | Non-scoringIBKR / S&P IBKR unavailable / 23.76 | Non-scoringIBKR / S&P IBKR unavailable / 2.91 | Non-scoringIBKR / S&P IBKR unavailable / $2.88m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $1.11b |
| 2016-Q32/3 |
LoseIBKR / S&P -0.09% / 3.85% |
WinIBKR / S&P 29.52% / 0.20% |
WinIBKR / S&P 137.10% / -3.15% |
Non-scoringIBKR / S&P 51.58% / 10.82% | Non-scoringIBKR / S&P IBKR unavailable / 24.22 | Non-scoringIBKR / S&P IBKR unavailable / 2.78 | Non-scoringIBKR / S&P IBKR unavailable / $2.88m | Non-scoringIBKR / S&P IBKR unavailable / $0.00b | Non-scoringIBKR / S&P IBKR unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | IBKR total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 55.64% | 20.78% |
| Annualized return | 55.64% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | IBKR total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 506.43% | 83.14% |
| Annualized return | 43.40% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | IBKR total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 1072.26% | 319.30% |
| Annualized return | 27.91% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
- Net margin, P/E, P/B and other gray context columns never enter the score.
Snapshot captured 2026-09-04.