What if you'd held LPLA?
A $1,000 investment in LPL Financial Holdings Inc. (LPLA) at the month-end close of 2010-11 would be worth $13,757 at the close of 2026-09 — +1275.7% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $8,728.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-09, dividends included.
Every year, $1,000 from 2010
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2010 | $1,000 | — |
| 2011 | $840 | -16.0% |
| 2012 | $829 | -1.3% |
| 2013 | $1,410 | +70.1% |
| 2014 | $1,362 | -3.4% |
| 2015 | $1,335 | -2.0% |
| 2016 | $1,145 | -14.2% |
| 2017 | $1,901 | +66.0% |
| 2018 | $2,064 | +8.5% |
| 2019 | $3,157 | +52.9% |
| 2020 | $3,617 | +14.6% |
| 2021 | $5,593 | +54.6% |
| 2022 | $7,589 | +35.7% |
| 2023 | $8,035 | +5.9% |
| 2024 | $11,581 | +44.1% |
| 2025 | $12,711 | +9.8% |
| 2026 | $12,824 | +0.9% |
Best and worst month-end to buy
The best single month-end close to have bought LPLA was 2016-02 ($17.74): $1,000 then is $20,255 today. The worst was 2025-07 ($394): $1,000 then is $912.
FAQ
What would $1,000 in LPLA be worth today?
A $1,000 investment in LPL Financial Holdings Inc. (LPLA) at the start of 2010 would be worth about $13,757 today, a total return of +1275.7%. Dividends are reinvested in these figures.
What were the best and worst years for LPLA?
LPL Financial Holdings Inc. (LPLA)'s strongest calendar year since 2010 was 2013, a +70.1% return — $1,000 held through that year became about $1,701 by year-end. Its weakest year was 2011, at -16.0%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in LPLA have grown?
Investing $100 at the end of every month since 2010-11 would have grown to about $131,135 on $19,100 invested.
Did LPLA beat the S&P 500?
Over the same period, $1,000 in the S&P 500 with dividends reinvested (the S&P 500 Total Return index) would be worth $8,728. LPLA beat the S&P 500 by +57.6% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
LPL Financial Holdings Inc. (LPLA) historical total-return data from 2010-11 to 2026-09, reduced to month-end closes for the tables above.
Returns use adjusted close prices — adjusted for stock splits and reinvested dividends, the same convention used by major brokerages. End-of-day and live prices come from EODHD; parts of the deep historical series are carried over from Yahoo Finance data. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (EODHD): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via EODHD and Yahoo Finance. As of 2026-09-04. Not financial advice.