| Period | LPLA | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | -0.67% | -0.60% | -1.06% | -0.07% |
| 5D | -0.85% | -1.06% | -1.35% | +0.22% |
| 1M | -7.81% | -1.90% | -2.07% | -5.91% |
| 3M | +17.59% | +0.40% | -4.75% | +17.19% |
| 6M | +22.25% | +13.27% | +18.04% | +8.98% |
| YTD | -3.97% | +10.93% | +15.59% | -14.90% |
| 1Y | -0.13% | +15.24% | +21.33% | -15.37% |
| 3Y | +43.06% | +69.92% | +90.10% | -26.86% |
| 5Y | +139.51% | +69.70% | +88.32% | +69.81% |