Check historical price trends and seasonality for Interactive Brokers (IBKR).
Interactive Brokers (IBKR) average YTD return over the past 10 years is +24.90%.
Over the past 10 years, the return for the specified period (Mar 3 for 60 days) is -8.57%.
1 wins 6 losses with a win rate of 14.29%.
1) Overview:
Interactive Brokers (IBKR) exhibits a strong bullish tendency throughout the year, particularly from February through December. The most significant gains typically occur in December, culminating in a substantial +26.6% increase by December 26 and +24.8% by December 31. A notable, but smaller, bullish phase also occurs from February, starting with a +2.4% gain on February 1 and peaking at +10.4% by February 16. A slight dip occurs around January 27, with an average decrease of -0.5%.
2) Buy-the-dip points:
A potential buying opportunity arises around January 27, as the stock tends to experience a slight pullback of -0.5%. This dip could represent a strategic entry point before the stock begins its ascent in February.
3) Summary:
The seasonality data suggests a generally bullish investment strategy for Interactive Brokers (IBKR), with a particularly strong tendency for gains in December. Investors might consider establishing or increasing positions near January 27 to capitalize on the dip before the anticipated climb throughout the rest of the year. However, it's crucial to consider other market factors and conduct thorough due diligence before making any investment decisions.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-03-03 | 50.3825 | 2025-05-01 | 43.5850 | -6.7975 | -13.49 |
| 2023 | 2023-03-03 | 22.3075 | 2023-05-01 | 19.2950 | -3.0125 | -13.50 |
| 2022 | 2022-03-03 | 15.3075 | 2022-05-01 | 14.8900 | -0.4175 | -2.73 |
| 2021 | 2021-03-03 | 19.0075 | 2021-05-01 | 17.8800 | -1.1275 | -5.93 |
| 2020 | 2020-03-03 | 12.9150 | 2020-05-01 | 10.2575 | -2.6575 | -20.58 |
| 2017 | 2017-03-03 | 9.3950 | 2017-05-01 | 8.8250 | -0.5700 | -6.07 |
| 2016 | 2016-03-03 | 9.2825 | 2016-05-01 | 9.5000 | 0.2175 | 2.34 |
| Avg | 19.7996 | 17.7475 | -2.05 | -8.57 |
| Day \ Month | Jan Total 0.00% | Feb Total +7.18% | Mar Total -3.12% | Apr Total +0.12% | May Total +2.94% | Jun Total -1.29% | Jul Total +3.23% | Aug Total +2.83% | Sep Total +1.34% | Oct Total +3.03% | Nov Total +6.41% | Dec Total +0.50% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg +0.45% | 0.00% | +1.99% | +0.63% | +1.26% | +0.53% | +0.06% | +0.64% | -0.34% | +0.50% | -0.62% | +0.58% | +0.23% |
| 2 Avg +0.38% | +0.57% | +0.32% | +0.83% | +0.31% | +0.66% | +0.52% | +0.43% | -0.57% | +0.04% | +0.67% | +0.95% | -0.17% |
| 3 Avg +0.07% | -0.13% | +1.79% | -0.47% | -1.29% | -0.61% | +0.15% | 0.00% | +0.68% | -0.19% | +0.40% | +0.48% | -0.02% |
| 4 Avg +0.03% | +0.86% | +0.93% | -0.97% | -0.90% | -0.04% | -0.38% | 0.00% | +0.42% | -0.19% | +1.00% | -0.78% | +0.41% |
| 5 Avg -0.03% | -0.34% | -0.01% | -0.41% | +0.11% | +0.07% | +0.25% | -0.37% | -0.06% | -0.93% | +1.27% | +0.23% | -0.21% |
| 6 Avg +0.33% | +1.25% | -0.32% | -0.26% | +0.12% | -0.06% | +0.68% | +0.02% | +0.19% | +0.18% | +0.71% | +1.04% | +0.37% |
| 7 Avg +0.09% | -0.59% | +0.57% | -0.06% | -0.85% | 0.00% | -0.02% | +0.91% | +0.33% | +0.42% | +0.20% | +0.68% | -0.58% |
| 8 Avg +0.21% | +0.27% | -0.53% | +0.06% | +0.69% | +0.56% | +0.13% | -0.31% | +0.40% | -0.41% | +0.68% | -0.08% | +1.03% |
| 9 Avg +0.14% | +0.38% | +0.87% | -0.39% | +1.41% | -0.40% | -0.89% | +1.05% | +0.07% | +0.46% | -0.61% | +0.19% | -0.41% |
| 10 Avg -0.19% | -0.25% | +0.05% | -1.25% | +0.11% | +0.06% | -0.68% | +0.07% | -0.15% | -0.68% | -0.47% | +1.07% | -0.11% |
| 11 Avg -0.08% | -0.28% | -0.15% | +0.28% | +0.42% | -0.61% | -0.52% | -0.64% | +0.54% | +0.56% | -0.56% | -0.05% | +0.09% |
| 12 Avg +0.11% | -0.06% | +1.02% | -0.54% | +0.37% | -0.12% | -0.41% | -0.04% | +0.51% | +0.24% | +0.21% | +0.21% | -0.08% |
| 13 Avg -0.22% | -0.25% | +0.93% | -0.55% | +0.06% | -0.07% | -0.51% | +0.11% | -0.75% | +0.04% | +0.07% | -0.32% | -1.42% |
| 14 Avg +0.11% | -0.17% | +0.34% | +0.81% | +0.50% | +0.48% | -0.16% | +0.11% | +0.52% | +0.36% | -0.97% | -0.27% | -0.20% |
| 15 Avg +0.17% | 0.00% | +1.00% | -1.09% | -0.02% | +0.09% | +0.58% | +0.80% | -0.16% | -0.37% | +0.56% | +0.68% | -0.03% |
| 16 Avg -0.05% | +0.25% | +0.59% | -0.16% | -0.57% | -0.13% | +0.10% | -0.45% | +0.25% | -0.19% | -0.35% | -0.20% | +0.28% |
| 17 Avg +0.03% | +0.42% | -0.28% | +0.68% | +0.66% | +0.10% | -0.25% | -0.19% | -0.44% | +0.01% | -0.53% | -0.07% | +0.25% |
| 18 Avg +0.08% | -0.06% | -0.14% | -0.33% | +0.11% | +0.57% | -0.37% | +1.12% | -0.04% | +0.53% | -0.09% | -0.45% | +0.08% |
| 19 Avg +0.11% | -0.14% | +0.50% | +0.72% | +0.14% | -0.31% | -0.35% | -0.68% | -0.13% | +0.54% | +0.16% | +0.58% | +0.28% |
| 20 Avg -0.16% | -0.24% | -0.15% | -0.42% | -0.49% | +0.76% | -0.22% | -0.36% | -0.02% | -0.07% | +0.09% | -0.66% | -0.12% |
| 21 Avg -0.21% | -0.41% | -0.28% | -0.27% | -1.38% | +0.02% | -0.09% | -0.02% | -0.03% | -0.51% | -0.03% | +0.26% | +0.20% |
| 22 Avg -0.06% | +0.74% | -0.23% | -1.03% | -1.24% | -0.04% | -0.14% | -0.09% | -0.08% | +0.14% | -0.22% | +0.79% | +0.65% |
| 23 Avg -0.03% | -0.25% | -0.39% | -1.65% | +0.75% | -0.10% | +0.42% | +0.07% | -0.14% | +0.07% | +0.20% | +0.16% | +0.53% |
| 24 Avg +0.16% | -0.11% | -0.01% | +1.44% | +0.13% | +0.46% | -0.28% | -0.40% | +0.41% | -0.33% | +0.14% | +0.55% | -0.03% |
| 25 Avg +0.16% | -1.04% | -0.39% | +0.48% | +0.05% | +0.59% | +0.49% | +0.25% | +0.38% | +0.44% | +0.47% | +0.25% | 0.00% |
| 26 Avg +0.09% | +0.14% | +0.54% | +0.23% | -0.25% | +0.92% | -0.19% | +0.24% | -0.01% | -0.67% | -0.57% | -0.03% | +0.77% |
| 27 Avg +0.09% | -1.52% | -0.64% | -0.64% | +0.45% | +1.39% | -0.17% | +0.47% | +0.58% | +1.17% | +0.24% | +0.20% | -0.44% |
| 28 Avg +0.05% | +0.14% | -0.72% | +0.11% | -0.45% | -0.20% | +0.11% | +0.45% | +0.21% | +0.46% | +0.23% | +0.07% | +0.21% |
| 29 Avg +0.09% | +0.28% | - | +0.56% | +0.48% | -0.86% | +0.73% | +0.25% | -0.08% | -0.16% | +0.12% | +0.27% | -0.62% |
| 30 Avg -0.02% | +0.37% | - | +0.19% | -0.57% | +0.10% | +0.11% | -0.23% | +0.04% | -0.13% | +0.26% | +0.10% | -0.52% |
| 31 Avg +0.06% | +0.17% | - | +0.34% | - | -0.86% | - | +0.02% | +0.29% | - | +0.38% | - | +0.08% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
