LPLA Performance: 8.7% Return (12 Months)

LPLA returned 8.7% over 12 months, underperforming the S&P 500 (37.7%). Volatility: 39.0%.

RS IBD -28.02
Top 80% in Peers
Volatility 39.0%
Top 53% in Peers
Total Return 12m 8.70%
Top 80% in Peers
RS Rating 19.57
Top 80% in Peers
P/E
P/E Trailing 26.9
P/E Forward 10.9
High / Low 52w
52 Week High 397.96 USD
52 Week Low 284.05 USD
Sentiment
VRO Trend Strength ±100 55.02
Buy Signal ±3 0.35
Drawdowns 3y
Max Drawdown 33.18%
Mean Drawdown 8.30%
Compare performance with 27 peers in Investment Banking & Brokerage
12m Total Return: LPLA (8.7%) vs PEER ETF Total Return of LPL Financial Holdings versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for LPLA Performance: 8.7% Return (12 Months)

Top Performer in Investment Banking & Brokerage (5/27)

Short Term Performance
SYMBOL 1W 1M 3M
VIRT 10.25% 16.69% 51.32%
SNEX 13.45% 26.04% 33.21%
MRX 13.75% 36.50% 28.51%
BGC 10.47% 14.42% 23.50%
FRHC 6.38% 18.96% 15.72%
LPLA 7.44% -0.55% -14.15%
Long Term Performance
SYMBOL 6M 12M 5Y
BMNR -64.12% 226.15% -86.91%
GS 17.84% 100.02% 207.79%
SNEX 36.71% 96.75% 369.22%
VIRT 50.90% 52.75% 88.11%
MRX 56.62% 36.38% 165.80%
LPLA -4.24% 8.70% 114.71%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
VIRT NYSE
Virtu Financial		 10.2B 16.7% 52.8% 88.1% 9.29 9.81 -9.42 53.0% 10.6%
IBKR NASDAQ
Interactive Brokers		 117B 7.14% 97.4% 292% 30.9 29.9 2.40 96.4% 35.2%
MRX NASDAQ
Marex Ordinary Shares		 3.15B 36.5% 36.4% 166% 11.4 8.76 - -27.1% -66.3%
FUTU NASDAQ
Futu Holdings		 19.6B 9.69% 109% 8.27% 13.8 13.9 - 8.10% -39.8%

Performance: LPLA vs S&P 500

Total Return vs S&P 500
PERIOD LPLA S&P 500
1 Week 7.44% 3.17%
1 Month -0.55% -0.06%
3 Months -14.15% -1.69%
6 Months -4.24% 1.00%
12 Months 8.70% 37.72%
5 Years 114.71% 75.84%

LPLA Performance FAQ

Does LPLA outperform the market?

No, LPLA underperforms the market. Over the past 12 months, LPLA returned 8.70% compared to 37.72% for the S&P 500.

What is the LPLA return over the last 12 months?

LPLA has returned 8.70% over the past 12 months, including dividends. Over 3 months the return was -14.15%, and over 5 years 114.71%.

How risky is LPLA?

LPLA has relatively low risk with a maximum drawdown of 33.18% over the past 3 years. The average drawdown is 8.30%.

LPLA vs Sectors (12m)

Sorted by outperformance. Positive = LPLA beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP -2.7%
Health Care XLV -5.9%
Financials XLF -9.7%
Real Estate XLRE -9.7%
Consumer Discretionary XLY -18%
Consumer Discretionary XLY -18%
Communication Services XLC -25.1%
Materials XLB -33.4%
Industrials XLI -39.7%
Energy XLE -48.1%
Technology XLK -49.9%

LPLA vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -21.08%
Gold GLD -49.2%
Long-Term Bonds TLT 5.9%