LPLA trailing returns
LPL Financial Holdings Inc.'s 10-year annualized return is +31.2% per year (+1416.0% cumulative). How LPL Financial Holdings Inc. (LPLA) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through August 14, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-08-14. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | -1.1% | |
| 1 week | — | +2.3% | |
| 1 month | — | +12.1% | |
| YTD | — | +4.0% | |
| 1 year | +4.5% | +4.5% | |
| 5 years | +20.9% | +158.8% | |
| 10 years | +31.2% | +1416.0% | |
| Since inception (2010) | +18.2% | +1283.9% |
Growth of LPLA#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-08-14). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from LPLA's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum
FAQ#
- What is LPL Financial Holdings Inc.'s 10-year return?
- Over the last 10 years, LPL Financial Holdings Inc. (LPLA) returned about +31.2% a year annualized (+1416.0% cumulative total return).
- What is LPL Financial Holdings Inc.'s return since inception?
- Since 2010, LPL Financial Holdings Inc. (LPLA) has compounded at about +18.2% a year — +1283.9% in total.