(LU) Lufax Holding - Performance 36.1% in 12m
Compare LU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-57.97%
#53 in Group
Rel. Strength
86.16%
#1102 in Universe
Total Return 12m
36.07%
#19 in Group
Total Return 5y
-85.51%
#60 in Group
P/E -
(?) Percentile in Group
P/E Forward 3.79
11th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 22.9%
76th Percentile in Group
12m Total Return: LU (36.1%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers in Consumer Finance
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| EZPW NASDAQ EZCORP |
-2.95% | 43.1% | 182% | 13.2 | 12.7 | 0.35 | 66.9% | 69.2% |
| AXP NYSE American Express |
22.6% | 21.4% | 255% | 18.7 | 17.7 | 1.9 | 73.3% | 7.07% |
| SLM NASDAQ SLM |
28.7% | 49.8% | 344% | 11 | 10 | 0.58 | 33.5% | 34% |
| MFIN NASDAQ Medallion Financial |
11% | 22.8% | 405% | 5.83 | - | 0.41 | -27.7% | 5.09% |
| OMF NYSE OneMain Holdings |
23.8% | 4.98% | 313% | 10.1 | 7.74 | 0.61 | -65.0% | -9.17% |
| COF NYSE Capital One Financial |
24.4% | 34.7% | 246% | 15.4 | 11.9 | 1.35 | -64.0% | -15.1% |
| SYF NYSE Synchrony Financial |
27.2% | 24% | 254% | 7.42 | 7.47 | 1.61 | 10.5% | -2.68% |
| CPSS NASDAQ Consumer Portfolio |
10% | 14.4% | 253% | 11.5 | 5.01 | 0.33 | -52.9% | - |
Performance Comparison: LU vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for LU
| Total Return (including Dividends) | LU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 11.84% | 13.52% | 13.81% |
| 3 Months | 4.58% | -2.66% | -6.30% |
| 12 Months | 36.07% | 22.43% | 10.65% |
| 5 Years | -85.51% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | LU | XLF | S&P 500 |
| 1 Month | 63.6% | 89.2% | 83% |
| 3 Months | -28.2% | -64.6% | -75.3% |
| 12 Months | 43.4% | 82% | 50.1% |
| 5 Years | -85.2% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #36 | -1.49% | -1.74% |
| 3 Month | #8 | 7.44% | 11.6% |
| 12 Month | #19 | 11.1% | 23.0% |
| 5 Years | #59 | -93.6% | -92.2% |
FAQs
Does LU Lufax Holding outperforms the market?
Yes,
over the last 12 months LU made 36.07%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months LU made 4.58%, while XLF made -2.66%.
Over the last 3 months LU made 4.58%, while XLF made -2.66%.
Performance Comparison LU vs Indeces and Sectors
LU vs. Indices LU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.67% | -1.97% | 10.7% | 25.4% |
| US NASDAQ 100 | QQQ | -3.86% | -5.52% | 10.5% | 24.4% |
| US Dow Jones Industrial 30 | DIA | -4.08% | 1.85% | 11.0% | 28.4% |
| German DAX 40 | DAX | -3.65% | -3.12% | -15.5% | 10.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.85% | 0.01% | 9.96% | 28.7% |
| Hongkong Hang Seng | HSI | -6.84% | -8.09% | 2.37% | 22.4% |
| India NIFTY 50 | INDA | 1.25% | 7.0% | 10.3% | 36.3% |
| Brasil Bovespa | EWZ | -4.72% | -5.40% | 2.03% | 44.4% |
LU vs. Sectors LU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.31% | -1.57% | 3.67% | 14.5% |
| Consumer Discretionary | XLY | -4.05% | -2.39% | 11.7% | 21.8% |
| Consumer Staples | XLP | -2.81% | 5.25% | 3.80% | 27.0% |
| Energy | XLE | -3.49% | 5.08% | 17.3% | 45.5% |
| Financial | XLF | -4.77% | -1.68% | 3.63% | 13.6% |
| Health Care | XLV | -0.66% | 11.0% | 15.7% | 40.1% |
| Industrial | XLI | -5.36% | -4.98% | 9.30% | 25.1% |
| Materials | XLB | -3.47% | -1.72% | 15.6% | 41.3% |
| Real Estate | XLRE | -2.35% | 0.30% | 9.98% | 20.6% |
| Technology | XLK | -4.75% | -9.38% | 13.6% | 29.0% |
| Utilities | XLU | -3.72% | 2.25% | 3.07% | 18.6% |
| Aerospace & Defense | XAR | -5.65% | -9.32% | -0.77% | 8.74% |
| Biotech | XBI | 2.92% | 0.03% | 30.9% | 48.4% |
| Homebuilder | XHB | -4.14% | 0.36% | 23.9% | 43.6% |
| Retail | XRT | -5.57% | -2.81% | 15.0% | 37.6% |