LPL Financial Holdings, Inc. (LPLA)
316.44
+4.29
(+1.37%)
USD |
NASDAQ |
Oct 02, 16:00
316.42
-0.02
(-0.01%)
After-Hours: 20:00
LPL Financial Holdings Max Drawdown (5Y) : 33.18% for Sept. 30, 2026
Max Drawdown (5Y) Chart
Historical Max Drawdown (5Y) Data
| Date | Value |
|---|---|
| September 30, 2026 | 33.18% |
| August 31, 2026 | 33.18% |
| July 31, 2026 | 33.18% |
| June 30, 2026 | 33.18% |
| May 31, 2026 | 33.18% |
| April 30, 2026 | 33.18% |
| March 31, 2026 | 33.18% |
| February 28, 2026 | 33.18% |
| January 31, 2026 | 33.18% |
| December 31, 2025 | 33.18% |
| November 30, 2025 | 33.18% |
| October 31, 2025 | 33.18% |
| September 30, 2025 | 33.18% |
| August 31, 2025 | 33.18% |
| July 31, 2025 | 33.18% |
| June 30, 2025 | 33.18% |
| May 31, 2025 | 33.18% |
| April 30, 2025 | 39.62% |
| March 31, 2025 | 50.54% |
| February 28, 2025 | 60.33% |
| January 31, 2025 | 60.33% |
| December 31, 2024 | 60.33% |
| November 30, 2024 | 60.33% |
| October 31, 2024 | 60.33% |
| September 30, 2024 | 60.33% |
| Date | Value |
|---|---|
| August 31, 2024 | 60.33% |
| July 31, 2024 | 60.33% |
| June 30, 2024 | 60.33% |
| May 31, 2024 | 60.33% |
| April 30, 2024 | 60.33% |
| March 31, 2024 | 60.33% |
| February 29, 2024 | 60.33% |
| January 31, 2024 | 60.33% |
| December 31, 2023 | 60.33% |
| November 30, 2023 | 60.33% |
| October 31, 2023 | 60.33% |
| September 30, 2023 | 60.33% |
| August 31, 2023 | 60.33% |
| July 31, 2023 | 60.33% |
| June 30, 2023 | 60.33% |
| May 31, 2023 | 60.33% |
| April 30, 2023 | 60.33% |
| March 31, 2023 | 60.33% |
| February 28, 2023 | 60.33% |
| January 31, 2023 | 60.33% |
| December 31, 2022 | 60.33% |
| November 30, 2022 | 60.33% |
| October 31, 2022 | 60.33% |
| September 30, 2022 | 60.33% |
| August 31, 2022 | 60.33% |
Max Drawdown Definition
Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.
Max Drawdown (5Y) Range, Past 5 Years
--
Minimum
--
Maximum
--
Average
--
Median
Max Drawdown (5Y) Benchmarks
| The Charles Schwab Corp. | 49.70% |
| Interactive Brokers Group, Inc. | 38.66% |
| Evercore, Inc. | 49.63% |
| Morgan Stanley | 32.39% |
| Stifel Financial Corp. | 36.25% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | 5.691 |
| Beta (5Y) | 0.5346 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 36.11% |
| Historical Sharpe Ratio (5Y) | 0.3057 |
| Historical Sortino (5Y) | 0.4954 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 16.18% |