LPLA vs AVB
Comparison between LPL Financial Holdings Inc (LPLA, Company) and Avalonbay Communities Inc (AVB, Company).
LPLA is from the Financial Services sector, while AVB is from the Real Estate sector.
5-Year PerformanceLPLA has outperformed AVB, delivering a return of +20.2% compared to -0.1%
LPLA vs AVB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LPLA vs AVB - Historical Returns
Returns include dividend reinvestment.
LPLA vs AVB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LPLA | AVB |
|---|---|---|
| 2026 | -9.13% | +8.46% |
| 2025 | +9.26% | -13.47% |
| 2024 | +42.17% | +20.77% |
| 2023 | +5.39% | +20.30% |
| 2022 | +33.43% | -33.93% |
| 2021 | +55.94% | +67.26% |
| 2020 | +12.56% | -19.31% |
| 2019 | +51.80% | +27.64% |
| 2018 | +8.40% | +1.61% |
| 2017 | +64.14% | +4.18% |
| 2016 | -13.85% | +0.99% |
| 2015 | -2.51% | +14.32% |
| 2014 | -3.43% | +42.70% |
| 2013 | +65.69% | -10.13% |
| 2012 | -2.00% | +7.26% |
| 2011 | -12.66% | +18.12% |
| 2010 | +13.13% | +43.65% |
| 2009 | N/A | +46.00% |
| 2008 | N/A | -28.56% |
| 2007 | N/A | -24.67% |
| 2006 | N/A | +46.10% |
| 2005 | N/A | +24.33% |
| 2004 | N/A | +66.66% |
| 2003 | N/A | +29.20% |
| 2002 | N/A | -11.45% |
| 2001 | N/A | +0.88% |
| 2000 | N/A | +55.50% |
| 1999 | N/A | +6.52% |
LPLA vs AVB Drawdown Comparison
The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.
The maximum drawdown for AVB was -70.03%, occurring on Mar 2, 2009. Recovery took 1046 trading sessions.
The current LPLA drawdown is -17.50%. The current AVB drawdown is -14.07%.
| Rank | LPLA | AVB |
|---|---|---|
| #1 | -69.32% Mar 20, 2014 - Sep 27, 2017 | -70.03% Feb 7, 2007 - Apr 1, 2011 |
| #2 | -60.33% Jan 16, 2020 - Dec 3, 2020 | -46.91% Feb 18, 2020 - Jul 7, 2021 |
| #3 | -33.78% May 2, 2011 - Mar 15, 2012 | -38.35% Mar 29, 2022 - Nov 26, 2024 |
| #4 | -33.18% Jun 20, 2024 - Nov 6, 2024 | -29.41% Nov 27, 2024 - Mar 27, 2026 |
| #5 | -33.12% Jul 30, 2025 - May 28, 2026 | -29.37% Apr 12, 2002 - Oct 6, 2003 |
| #6 | -32.61% Nov 8, 2022 - Feb 26, 2024 | -20.89% Jun 5, 2017 - Nov 30, 2018 |
| #7 | -30.11% Apr 3, 2012 - May 9, 2013 | -19.99% Jul 22, 2011 - Feb 2, 2012 |
| #8 | -26.06% May 22, 2018 - Feb 1, 2019 | -19.55% Jul 17, 2012 - Jun 5, 2014 |
| #9 | -26.02% Feb 19, 2025 - May 13, 2025 | -15.10% May 10, 2016 - Mar 23, 2017 |
| #10 | -24.69% Feb 9, 2022 - Apr 8, 2022 | -14.16% Aug 23, 2001 - Mar 21, 2002 |
| #11 | -23.36% Apr 19, 2022 - Aug 4, 2022 | -13.78% Dec 29, 2000 - Aug 3, 2001 |
| #12 | -18.87% Jul 24, 2019 - Nov 7, 2019 | -13.17% Dec 29, 2015 - Mar 17, 2016 |
| #13 | -18.45% Apr 30, 2021 - Sep 27, 2021 | -12.28% Dec 31, 2004 - May 16, 2005 |
| #14 | -14.36% Mar 16, 2018 - May 8, 2018 | -11.91% Dec 6, 2018 - Jan 29, 2019 |
| #15 | -12.71% Feb 19, 2019 - May 3, 2019 | -10.74% Mar 23, 2015 - Aug 17, 2015 |
Correlation
Correlation between LPLA and AVB is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
LPLA vs AVB dividend yield comparison.
| Year | LPLA | AVB |
|---|---|---|
| 2026 | 0.18% | 1.86% |
| 2025 | 0.34% | 3.86% |
| 2024 | 0.37% | 3.09% |
| 2023 | 0.53% | 3.53% |
| 2022 | 0.46% | 3.94% |
| 2021 | 0.62% | 2.52% |
| 2020 | 0.96% | 3.96% |
| 2019 | 1.08% | 2.90% |
| 2018 | 1.64% | 3.38% |
| 2017 | 1.75% | 3.18% |
| 2016 | 2.84% | 3.05% |
| 2015 | 2.34% | 2.72% |
| 2014 | 2.15% | 2.84% |
| 2013 | 1.38% | 3.62% |
| 2012 | 7.95% | 2.86% |
| 2011 | 0.00% | 2.73% |
| 2010 | 0.00% | 3.17% |
| 2009 | 0.00% | 4.35% |
| 2008 | 0.00% | 8.88% |
| 2007 | 0.00% | 3.61% |
| 2006 | 0.00% | 2.40% |
| 2005 | 0.00% | 3.18% |
| 2004 | 0.00% | 3.72% |
| 2003 | 0.00% | 5.86% |
| 2002 | 0.00% | 7.15% |
| 2001 | 0.00% | 5.41% |
| 2000 | 0.00% | 4.47% |
| 1999 | 0.00% | 1.50% |
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