LPL Financial Holdings Inc. trailing returns
LPL Financial Holdings Inc.'s 10-year return is +27.9% a year (CAGR) (+1068.6% 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 October 2, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-10-02. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +1.4% | |
| 5 days | — | +0.7% | |
| 1 month | — | -10.9% | |
| YTD | — | -11.2% | |
| 1 year | +1.5% | +1.5% | |
| 5 years | +15.1% | +102.1% | |
| 10 years | +27.9% | +1068.6% | |
| Since inception (2010) | +16.8% | +1083.8% |
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 (2026-10-02). 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.
FAQ#
- What is LPL Financial Holdings Inc.'s 10-year return?
- Over the last 10 years, LPL Financial Holdings Inc. (LPLA) returned about +27.9% a year annualized (+1068.6% cumulative total return).
- What is LPL Financial Holdings Inc.'s return since inception?
- Since 2010, LPL Financial Holdings Inc. (LPLA) has compounded at about +16.8% a year — +1083.8% in total.