LPLA
LPL Financial Holdings Inc.
Stock
$316.44+4.29 (+1.37%)Close Oct 2, 2026
Nov 18, 2010 – Oct 2, 2026, Dividends reinvested
- Final balance
- $127,759
- CAGR
- +17.41%
- Max drawdown
- −69.32%
- Sharpe ratio
- 0.63
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −10.89%
- 3M
- +7.29%
- 6M
- +7.95%
- YTD
- −11.15%
- 1Y
- +1.50%
- 3Y
- +10.38%
- 5Y
- +15.11%
- 10Y
- +27.87%
- 15Y
- +20.38%
- Since 2010
- +17.41%
Metrics
Since 2010| Volatility | 36.15% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.25 |
| Best year, 2013 | +70.07% |
| Worst year, 2011 | −16.03% |
| Positive years | 10 of 15 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 2010| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −69.3% | Mar 2014 | Feb 2016 | Sep 2017 | 3.5 years |
| −60.3% | Jan 2020 | Mar 2020 | Dec 2020 | 11 months |
| −33.8% | May 2011 | Sep 2011 | Mar 2012 | 10 months |
| −33.2% | Jun 2024 | Aug 2024 | Nov 2024 | 5 months |
| −33.1% | Jul 2025 | May 2026 | Not yet | 1.2 years so far |
Annual returns
2010 from Nov 18 · 2026 through Oct 2