| Period | LPLA | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | -2.23% | +1.32% | +2.31% | -3.55% |
| 5D | -1.27% | +0.95% | +1.62% | -2.21% |
| 1M | -7.37% | -2.34% | -7.15% | -5.03% |
| 3M | -18.63% | -2.13% | -5.57% | -16.50% |
| 6M | +2.03% | +2.86% | -2.20% | -0.84% |
| YTD | -16.59% | +11.22% | +12.60% | -27.81% |
| 1Y | -19.91% | +11.18% | +11.16% | -31.10% |
| 3Y | +33.12% | +72.61% | +83.02% | -39.49% |
| 5Y | +80.72% | +62.55% | +74.95% | +18.17% |