Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPLA (LPL Financial Holdings Inc.) | -18.13% | -22.15% | 13.91% | 16.24% | 28.28% | 16.94% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPLA (LPL Financial Holdings Inc.) | 11/18/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.77 | -22.15 | 13.91 | 16.24 | 28.28 | 16.94 | NA | … | … | -18.13 | 9.76 | 44.12 | 5.88 | 35.69 | 54.62 | 14.59 | 52.97 | 8.52 | 66.00 | -14.24 | -2.03 | -3.37 | 70.05 | -1.23 | -16.03 | 13.13 |
| Sharpe Ratio | NA | -0.88 | 0.25 | 0.31 | 0.66 | NA | NA | … | … | -1.22 | 0.19 | 1.28 | 0.06 | 0.83 | 1.74 | 0.22 | 1.77 | 0.24 | 2.70 | -0.23 | -0.08 | -0.14 | 3.59 | -0.05 | -0.51 | 8.83 |
| Standard Deviation(%) | NA | 36.06 | 34.22 | 36.17 | 38.21 | NA | NA | … | … | 41.17 | 36.87 | 31.68 | 34.82 | 41.36 | 31.36 | 65.50 | 29.18 | 29.74 | 24.28 | 63.59 | 25.85 | 24.56 | 19.52 | 26.73 | 31.59 | 21.73 |
| Draw Down(%) | NA | 33.12 | 33.18 | 33.18 | 60.33 | NA | NA | … | … | 32.26 | 26.02 | 33.18 | 29.11 | 24.69 | 18.45 | 60.33 | 18.87 | 26.06 | 10.22 | 61.31 | 21.35 | 27.28 | 8.52 | 30.11 | 33.78 | 7.04 |
| Yield(%) | 0.00 | 0.32 | 0.60 | 0.81 | 3.97 | 2.96 | 2.50 | … | … | 0.17 | 0.37 | 0.52 | 0.55 | 0.61 | 0.97 | 1.06 | 1.62 | 1.75 | 2.81 | 2.36 | 2.23 | 2.04 | 2.25 | 7.28 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPLA (LPL Financial Holdings Inc.) |
-13.67%
Jun 2013 – Jun 2016 |
-7.28%
Feb 2011 – Feb 2016 |
13.72%
Dec 2010 – Dec 2020 |
16.50%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPLA (LPL Financial Holdings Inc.) |
59.02%
Feb 2016 – Feb 2019 |
48.44%
Feb 2016 – Feb 2021 |
32.65%
Feb 2016 – Feb 2026 |
19.10%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart