IBKR joint
joint account created for tax / some benefits purposes
Portfolio Statistics
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.27% | 5.34% | -2.35% | 1.01% | -3.40% | -0.50% | 5.76% | -1.22% | - | - | - | - | 9.84% |
| 2025 | - | - | - | - | -4.76% | 0.98% | -5.46% | 8.72% | -0.99% | -5.00% | 4.51% | -1.66% | -4.44% |
It's calculated as monthly capital gain without buy/sell transactions of the month.
Dividends are not included.
Calculated as: 