Performance analysis of LPL Financial (LPLA)
Annual Return
Over the past 3 years, LPLA has had an average annual return of +13.03%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, LPLA has had an average annual return of +19.73%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, LPLA has had an average annual return of +31.19%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 18, 2010, LPLA has had an average annual return of +17.91%, outperforming the benchmark SPY, which returned +14.40% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -7.92% | +9.76% | +44.12% | +5.90% | +35.69% | +54.63% | +14.59% | +52.97% | +8.51% | +66.01% | -14.24% | -2.02% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| -3.37% | +70.05% | -1.23% | -16.03% | +13.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.05% | -17.59% | +0.25% | +11.07% | -17.98% | +2.89% | +16.53% | -7.92% | |||||
| 2025 | +12.37% | +1.32% | -11.91% | -2.25% | +21.16% | -3.15% | +5.54% | -7.82% | -8.72% | +13.41% | -5.56% | +0.32% | +9.76% |
| 2024 | +5.08% | +12% | -1.26% | +1.87% | +6.46% | -2.41% | -20.69% | +1.43% | +3.70% | +21.30% | +15.34% | +0.42% | +44.12% |
| 2023 | +9.69% | +5.25% | -18.78% | +3.18% | -6.59% | +11.63% | +5.49% | +0.67% | +3.06% | -5.52% | -0.86% | +2.39% | +5.90% |
| 2022 | +7.64% | +5.01% | +1.11% | +2.84% | +4.43% | -5.85% | +13.79% | +5.55% | -1.29% | +17.01% | -7.32% | -8.68% | +35.69% |
| 2021 | +3.95% | +21.41% | +8.26% | +10.23% | -5.47% | -8.72% | +4.49% | +5% | +6.03% | +4.63% | -3.76% | +1.57% | +54.63% |
| 2020 | -0.13% | -13.73% | -31.17% | +10.63% | +18.95% | +9.82% | +0.79% | +4.28% | -6.68% | +4.25% | +13.89% | +14.82% | +14.59% |
| 2019 | +15.21% | +7.16% | -7.33% | +6.37% | +8.61% | +1.68% | +2.82% | -10.33% | +9.27% | -1.29% | +14.57% | -0.11% | +52.97% |
| 2018 | +4.41% | +7.73% | -4.61% | -0.82% | +13.94% | -4.70% | +1.15% | +0.30% | -2.61% | -4.51% | +4.58% | -4.82% | +8.51% |
| 2017 | +11.62% | +0.61% | +1.38% | +5.55% | -6.85% | +9.07% | +7.77% | +2.92% | +10.10% | -3.80% | +5.01% | +10.23% | +66.01% |
Drawdown analysis of LPL Financial (LPLA)
The maximum drawdown for the LPLA was -69.33%, occurring on Feb 12, 2016. Recovery took 409 trading sessions.
The current LPLA drawdown is -17.43%.
Since Nov 18, 2010 LPLA has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 7 times
- 20% or more: 11 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.33% | Mar 20, 2014 | 479 | Feb 12, 2016 | 409 | Sep 27, 2017 | 888 |
| -60.33% | Jan 16, 2020 | 42 | Mar 18, 2020 | 181 | Dec 3, 2020 | 223 |
| -33.78% | May 2, 2011 | 100 | Sep 22, 2011 | 120 | Mar 15, 2012 | 220 |
| -33.18% | Jun 20, 2024 | 31 | Aug 5, 2024 | 66 | Nov 6, 2024 | 97 |
| -33.12% | Jul 30, 2025 | 208 | May 28, 2026 | Ongoing | Ongoing | Ongoing |
| -32.61% | Nov 8, 2022 | 121 | May 4, 2023 | 203 | Feb 26, 2024 | 324 |
| -30.11% | Apr 3, 2012 | 156 | Nov 15, 2012 | 119 | May 9, 2013 | 275 |
| -26.06% | May 22, 2018 | 108 | Oct 24, 2018 | 67 | Feb 1, 2019 | 175 |
| -26.02% | Feb 19, 2025 | 32 | Apr 4, 2025 | 26 | May 13, 2025 | 58 |
| -24.69% | Feb 9, 2022 | 17 | Mar 7, 2022 | 24 | Apr 8, 2022 | 41 |
| -23.36% | Apr 19, 2022 | 14 | May 9, 2022 | 60 | Aug 4, 2022 | 74 |
| -18.87% | Jul 24, 2019 | 16 | Aug 15, 2019 | 59 | Nov 7, 2019 | 75 |
| -18.45% | Apr 30, 2021 | 54 | Jul 19, 2021 | 49 | Sep 27, 2021 | 103 |
| -14.36% | Mar 16, 2018 | 15 | Apr 9, 2018 | 21 | May 8, 2018 | 36 |
| -12.71% | Feb 19, 2019 | 24 | Mar 25, 2019 | 28 | May 3, 2019 | 52 |
| -12.65% | Oct 26, 2021 | 38 | Dec 20, 2021 | 13 | Jan 7, 2022 | 51 |
| -12.57% | Jan 12, 2021 | 10 | Jan 27, 2021 | 7 | Feb 5, 2021 | 17 |
| -11.61% | Dec 31, 2010 | 36 | Feb 23, 2011 | 46 | Apr 29, 2011 | 82 |
| -11.07% | Jan 10, 2022 | 9 | Jan 24, 2022 | 9 | Feb 4, 2022 | 18 |
| -9.11% | May 24, 2019 | 21 | Jun 25, 2019 | 12 | Jul 12, 2019 | 33 |
| -8.96% | Jun 6, 2025 | 11 | Jun 24, 2025 | 17 | Jul 18, 2025 | 28 |
| -8.75% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -8.50% | Oct 20, 2017 | 18 | Nov 15, 2017 | 12 | Dec 4, 2017 | 30 |
| -7.80% | Sep 15, 2022 | 7 | Sep 26, 2022 | 6 | Oct 4, 2022 | 13 |
| -7.60% | Mar 19, 2021 | 3 | Mar 24, 2021 | 11 | Apr 9, 2021 | 14 |