Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

IBKR Relative to the S&P 500

IBKR Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Interactive Brokers Group, Inc. (NASD:IBKR) seasonal charts above shows that a Buy Date of September 17 and a Sell Date of December 8 has resulted in a geometric average return of 7.55% above the benchmark rate of the S&P 500 Total Return Index over the past 15 years. This seasonal timeframe has shown positive results compared to the benchmark in 13 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 15 years by an average of 8.37% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Interactive Brokers Group Inc, or IB, conducts broker-dealer agency business and proprietary trading business worldwide. Through its broker-dealer agency business, IB provides direct access to trade execution and clearing services to institutional and professional traders. The company’s electronically traded products include stocks, options, futures, foreign exchange, bonds, CFDs, and funds. IB has operations in the U.S., Canada, the United Kingdom, Ireland, Luxembourg, Switzerland, Hungary, India, China (Hong Kong and Shanghai), Japan, Singapore, and Australia. The company is regulated by the SEC, FINRA, NYSE, FCA, and other regulatory agencies worldwide.

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Stocks mentioned in this post: IBKR