The total return over the past 12 months is -58.73% vs. +17.49% for the S&P 500. So far it's up -52.73% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (58.73%) | (36.24%) | (48.13%) | N/A | N/A | N/A |
| Total Return CAGR | (58.73%) | (16.54%) | (37.01%) | N/A | N/A | N/A |
| Revenue CAGR | N/A | (11.41%) | (13.35%) | N/A | N/A | N/A |
| Net Income CAGR | N/A | (58.89%) | (42.46%) | N/A | N/A | N/A |
| EPS CAGR | N/A | (60.09%) | (43.16%) | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | +906.07% | +353.64% | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | +905.73% | +351.03% | N/A | N/A | N/A |
| Dividends CAGR | N/A | 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 price | End price | LU Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $2.56 | $1.21 | (52.73%) | +11.72% | (64.45%) |
| 2025 | $2.39 | $2.56 | +7.11% | +17.72% | (10.61%) |
| 2024 | $3.07 | $2.39 | +68.74% | +24.89% | +43.85% |
| 2023 | $7.76 | $3.07 | (57.98%) | +26.19% | (84.17%) |
| 2022 | $22.52 | $7.76 | (60.50%) | (18.17%) | (42.33%) |
| 2021 | $56.80 | $22.52 | (60.35%) | +28.74% | (89.09%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.