(LU) Lufax Holding - Performance 52.2% in 12m
Compare LU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-56.05%
#54 in Group
Rel. Strength
90.50%
#764 in Universe
Total Return 12m
52.23%
#15 in Group
Total Return 5y
-83.50%
#59 in Group
P/E -
(?) Percentile in Group
P/E Forward 3.79
11th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 21.8%
76th Percentile in Group
12m Total Return: LU (52.2%) vs XLF (19.3%)
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 |
9.68% | 47.4% | 220% | 14.1 | 12.4 | 0.35 | 66.2% | 38.7% |
| AXP NYSE American Express |
-4.87% | 13% | 232% | 17.6 | 15.9 | 1.71 | 72.9% | 7.07% |
| SLM NASDAQ SLM |
-7.62% | 29.1% | 312% | 9.8 | 8.9 | 0.58 | -4.10% | -26.2% |
| MFIN NASDAQ Medallion Financial |
1.83% | 16.7% | 324% | 5.95 | - | 0.41 | -12.4% | 6.05% |
| OMF NYSE OneMain Holdings |
-5.3% | 4.69% | 317% | 10.5 | 7.22 | 0.61 | -89.9% | -23.5% |
| SYF NYSE Synchrony Financial |
-7.93% | 17.4% | 232% | 5.52 | 6.72 | 1.61 | -8.20% | 3.02% |
| COF NYSE Capital One Financial |
0.16% | 27.1% | 238% | 14.3 | 10.5 | 1.2 | -79.4% | -20.7% |
| CPSS NASDAQ Consumer Portfolio |
0.12% | -0.93% | 180% | 11 | 4.8 | 0.33 | -51.0% | - |
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 | 1.63% | -4.78% | -4.31% |
| 3 Months | 25.30% | -6.25% | -7.85% |
| 12 Months | 52.23% | 19.30% | 10.76% |
| 5 Years | -83.50% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | LU | XLF | S&P 500 |
| 1 Month | -42.4% | -30.6% | -35.6% |
| 3 Months | 16.1% | -83.1% | -89.7% |
| 12 Months | 47.4% | 84.9% | 58.3% |
| 5 Years | -85.8% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #14 | 6.73% | 6.21% |
| 3 Month | #6 | 33.7% | 36.0% |
| 12 Month | #15 | 27.6% | 37.5% |
| 5 Years | #60 | -92.4% | -90.8% |
FAQs
Does LU Lufax Holding outperforms the market?
Yes,
over the last 12 months LU made 52.23%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months LU made 25.30%, while XLF made -6.25%.
Over the last 3 months LU made 25.30%, while XLF made -6.25%.
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 | 23.9% | 5.94% | 16.9% | 41.5% |
| US NASDAQ 100 | QQQ | 22.0% | 5.87% | 16.9% | 40.2% |
| US Dow Jones Industrial 30 | DIA | 26.0% | 7.41% | 16.7% | 45.3% |
| German DAX 40 | DAX | 26.6% | 5.44% | -1.49% | 28.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 30.5% | 5.13% | 18.4% | 43.6% |
| Hongkong Hang Seng | HSI | 26.2% | 4.51% | 15.1% | 38.2% |
| India NIFTY 50 | INDA | 31.4% | 0.07% | 15.3% | 50.4% |
| Brasil Bovespa | EWZ | 24.2% | -0.34% | 12.4% | 57.7% |
LU vs. Sectors LU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 24.1% | 7.21% | 8.20% | 29.8% |
| Consumer Discretionary | XLY | 21.6% | 5.67% | 13.8% | 37.9% |
| Consumer Staples | XLP | 31.4% | -1.12% | 11.6% | 42.7% |
| Energy | XLE | 27.3% | 13.3% | 19.4% | 64.2% |
| Financial | XLF | 25.9% | 6.41% | 8.84% | 32.9% |
| Health Care | XLV | 27.0% | 6.60% | 19.0% | 52.0% |
| Industrial | XLI | 25.8% | 5.70% | 16.6% | 45.3% |
| Materials | XLB | 27.2% | 6.14% | 23.8% | 57.6% |
| Real Estate | XLRE | 28.8% | 3.54% | 19.1% | 37.1% |
| Technology | XLK | 20.1% | 6.15% | 21.8% | 46.0% |
| Utilities | XLU | 28.1% | -0.05% | 13.8% | 31.8% |
| Aerospace & Defense | XAR | 24.4% | 1.93% | 5.67% | 25.3% |
| Biotech | XBI | 24.8% | 9.47% | 30.0% | 54.5% |
| Homebuilder | XHB | 25.7% | 7.65% | 31.9% | 60.2% |
| Retail | XRT | 26.7% | 4.56% | 21.1% | 55.9% |