Effect of Costs on Returns
Information in this section shows how the total costs you paid during the reporting period of this statement are impacted by the returns generated in your account for the same period.
The amounts shown here are cumulative costs of the products transacted and the services provided by Interactive Brokers. A description of the composition of the applicable costs is reported under the Total Costs and Charges section of this Statement.
| Column | Description |
|---|---|
| Cumulative Effect | |
| Return before the deduction of costs and charges (gross) |
Your gross return without any costs and charges. |
|
Return after the deduction of costs and charges (net) |
Your return minus the applied costs and charges. |
| Cumulative Effect of costs and charges (difference) |
Shows the effect of the overall costs and charges on the investment by calculating the difference between the gross and net return. |
Costs and Charges Fluctuation
The chart illustrates the monthly fluctuation of the costs and charges applied to the account.