The total return over the past 12 months is -51.02% vs. +16.76% for the S&P 500. So far it's up -43.95% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (58.83%) | (41.23%) | (46.24%) | N/A | N/A | N/A |
| Total Return CAGR | (51.02%) | (22.93%) | (33.77%) | N/A | N/A | N/A |
| Revenue CAGR | (25.39%) | (22.88%) | (12.94%) | N/A | N/A | N/A |
| Net Income CAGR | N/A | (58.89%) | (36.31%) | N/A | N/A | N/A |
| EPS CAGR | (90.10%) | (60.09%) | (43.16%) | N/A | N/A | N/A |
| Free Cash Flow CAGR | (12.39%) | +34.82% | +8.67% | N/A | N/A | N/A |
| Operating Cash Flow CAGR | (12.54%) | +34.58% | +8.07% | N/A | N/A | N/A |
| Dividends CAGR | (83.35%) | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Lufax Holding Ltd (LU)
| Year | Start Value | End Value | LU Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 13.14 | 7.37 | (43.95%) | +8.55% | (52.50%) |
| 2025 | 12.27 | 13.14 | +7.11% | +17.72% | (10.61%) |
| 2024 | 7.27 | 12.27 | +68.74% | +24.89% | +43.85% |
| 2023 | 17.31 | 7.27 | (57.98%) | +26.19% | (84.17%) |
| 2022 | 43.81 | 17.31 | (60.50%) | (18.17%) | (42.33%) |
| 2021 | 110.51 | 43.81 | (60.35%) | +28.74% | (89.09%) |
