LPL Financial Holdings Inc. (LPLA) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$20,008
Total Return
100.08%
CAGR
14.88%
Dividends
$399.95
Yield on Cost
4.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.79% |
| Median | +1.80% |
| Best | +31.91% |
| Worst | -30.08% |
| % of Windows Positive | 57.7% |
1-Year (252 Trading Days)
| Average | +23.25% |
| Median | +25.05% |
| Best | +91.95% |
| Worst | -30.23% |
| % of Windows Positive | 82.9% |
3-Year (756 Trading Days)
| Average | +72.76% |
| Median | +64.63% |
| Best | +132.62% |
| Worst | +15.36% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -33.18% |
| Average Drawdown | -10.75% |
| Drawdown Duration | 97 Trading Days |
| Sortino Ratio | 0.78 |
| Calmar Ratio | 0.45 |
| CVaR (5%) | -5.74% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -20.73% (-42.36% ann.) | $2073.10 | $16.81 | $3.36 | $0.03 |
| 2025 | +9.69% | +$968.68 | $36.79 | $7.36 | $0.06 |
| 2024 | +43.99% | +$4398.79 | $52.80 | $10.56 | $0.08 |
| 2023 | +5.78% | +$577.60 | $55.61 | $11.12 | $0.09 |
| 2022 | +35.55% | +$3555.41 | $62.57 | $12.51 | $0.10 |
| 2021 | +54.42% | +$5442.16 | $96.15 | $19.23 | $0.15 |
| 2020 | +14.26% | +$1426.19 | $108.94 | $21.79 | $0.18 |
| 2019 | +52.58% | +$5258.02 | $164.37 | $32.87 | $0.27 |
| 2018 | +8.19% | +$818.94 | $175.80 | $35.16 | $0.29 |
| 2017 | +65.25% | +$6524.92 | $286.10 | $57.22 | $0.45 |
| 2016 | -14.89% | $1489.03 | $237.60 | $47.52 | $0.38 |
| 2015 | -2.48% | $248.05 | $226.03 | $45.21 | $0.37 |
| 2014 | -3.76% | $376.30 | $205.20 | $41.04 | $0.33 |
| 2013 | +69.45% | +$6944.52 | $232.11 | $46.41 | $0.37 |
| 2012 | -2.56% | $256.20 | $737.48 | $147.50 | $1.18 |
| 2011 | -16.03% | $1602.97 | $0.00 | $0.00 | $0.00 |
| 2010 partial | +13.13% (+185.08% ann.) | +$1312.60 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | November 18, 2010 – July 25, 2012 | +4.32% | +2.54% | +$432.04 | $622.08 | $124.42 | $1.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +246.18% | +17.83% | +$24618.20 | $2297.23 | $459.44 | $3.69 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -57.81% | -99.99% | $5781.17 | $25.30 | $5.06 | $0.04 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +47.78% | +87.47% | +$4778.15 | $96.67 | $19.34 | $0.16 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +90.87% | +84.64% | +$9087.01 | $146.12 | $29.22 | $0.23 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +64.40% | +69.53% | +$6440.03 | $63.55 | $12.71 | $0.10 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -12.54% | -6.97% | $1253.70 | $86.88 | $17.38 | $0.14 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +33.95% | +18.69% | +$3395.05 | $99.22 | $19.85 | $0.16 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2012-05-11 | $2.0000 | 5.80% |
| 2012-08-13 | $0.1200 | 0.42% |
| 2012-11-13 | $0.1200 | 0.43% |
| 2013-02-13 | $0.1350 | 0.41% |
| 2013-05-02 | $0.1350 | 0.40% |
| 2013-08-13 | $0.1900 | 0.49% |
| 2013-11-06 | $0.1900 | 0.47% |
| 2014-02-20 | $0.2400 | 0.44% |
| 2014-05-02 | $0.2400 | 0.51% |
| 2014-08-12 | $0.2400 | 0.51% |
| 2014-11-06 | $0.2400 | 0.57% |
| 2015-02-26 | $0.2500 | 0.55% |
| 2015-05-07 | $0.2500 | 0.62% |
| 2015-08-13 | $0.2500 | 0.58% |
| 2015-11-09 | $0.2500 | 0.56% |
| 2016-03-02 | $0.2500 | 1.19% |
| 2016-05-18 | $0.2500 | 1.05% |
| 2016-08-09 | $0.2500 | 0.94% |
| 2016-11-14 | $0.2500 | 0.68% |
| 2017-03-08 | $0.2500 | 0.65% |
| 2017-05-11 | $0.2500 | 0.58% |
| 2017-08-08 | $0.2500 | 0.54% |
| 2017-11-08 | $0.2500 | 0.51% |
| 2018-03-08 | $0.2500 | 0.39% |
| 2018-05-17 | $0.2500 | 0.36% |
| 2018-08-08 | $0.2500 | 0.37% |
| 2018-11-07 | $0.2500 | 0.39% |
| 2019-03-14 | $0.2500 | 0.34% |
| 2019-05-17 | $0.2500 | 0.30% |
| 2019-08-12 | $0.2500 | 0.33% |
| 2019-11-06 | $0.2500 | 0.29% |
| 2020-03-17 | $0.2500 | 0.47% |
| 2020-05-27 | $0.2500 | 0.34% |
| 2020-08-13 | $0.2500 | 0.30% |
| 2020-11-10 | $0.2500 | 0.29% |
| 2021-03-15 | $0.2500 | 0.17% |
| 2021-05-21 | $0.2500 | 0.17% |
| 2021-08-12 | $0.2500 | 0.17% |
| 2021-11-09 | $0.2500 | 0.15% |
| 2022-03-14 | $0.2500 | 0.16% |
| 2022-06-08 | $0.2500 | 0.12% |
| 2022-08-16 | $0.2500 | 0.11% |
| 2022-11-09 | $0.2500 | 0.09% |
| 2023-03-13 | $0.3000 | 0.13% |
| 2023-05-17 | $0.3000 | 0.16% |
| 2023-08-10 | $0.3000 | 0.13% |
| 2023-11-08 | $0.3000 | 0.14% |
| 2024-03-11 | $0.3000 | 0.11% |
| 2024-05-20 | $0.3000 | 0.11% |
| 2024-08-09 | $0.3000 | 0.15% |
| 2024-11-14 | $0.3000 | 0.10% |
| 2025-03-11 | $0.3000 | 0.10% |
| 2025-05-30 | $0.3000 | 0.08% |
| 2025-08-15 | $0.3000 | 0.08% |
| 2025-11-13 | $0.3000 | 0.08% |
| 2026-03-10 | $0.3000 | 0.10% |
| 2026-05-21 | $0.3000 | 0.11% |
| Total | 57 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-12 | $17.36 | $3.47 | $0.03 | 0.0935 |
| 2021-11-09 | $17.39 | $3.48 | $0.03 | 0.0846 |
| 2022-03-14 | $17.41 | $3.48 | $0.03 | 0.0867 |
| 2022-06-08 | $17.43 | $3.49 | $0.03 | 0.0686 |
| 2022-08-16 | $17.44 | $3.49 | $0.03 | 0.0608 |
| 2022-11-09 | $17.46 | $3.49 | $0.03 | 0.0540 |
| 2023-03-13 | $20.97 | $4.19 | $0.03 | 0.0826 |
| 2023-05-17 | $20.99 | $4.20 | $0.03 | 0.0857 |
| 2023-08-10 | $21.02 | $4.20 | $0.03 | 0.0745 |
| 2023-11-08 | $21.04 | $4.21 | $0.03 | 0.0753 |
| 2024-03-11 | $21.06 | $4.21 | $0.03 | 0.0637 |
| 2024-05-20 | $21.08 | $4.22 | $0.03 | 0.0625 |
| 2024-08-09 | $21.10 | $4.22 | $0.03 | 0.0859 |
| 2024-11-14 | $21.13 | $4.23 | $0.03 | 0.0536 |
| 2025-03-11 | $21.14 | $4.23 | $0.03 | 0.0539 |
| 2025-05-30 | $21.16 | $4.23 | $0.03 | 0.0436 |
| 2025-08-15 | $21.17 | $4.23 | $0.03 | 0.0482 |
| 2025-11-13 | $21.19 | $4.24 | $0.03 | 0.0454 |
| 2026-03-10 | $21.20 | $4.24 | $0.03 | 0.0549 |
| 2026-05-21 | $21.22 | $4.24 | $0.03 | 0.0589 |
| Total | $399.95 | $79.99 | $0.63 | 1.3369 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.