Lufax Holding Ltd (LU) Total Return:-53.11%(TTM)
Over the latest trailing 12-month period, Lufax Holding Ltd (LU)'s total return cagr is -53.11%. The comparable SPY value is +24.09%. Year-to-date total return is -46.48%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LU
$703
(0.1x return)
Invested on Oct 30, 2020
Growth of $10,000 in SPY (S&P 500)
$22,735
(2.3x return)
Invested on Oct 30, 2020
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
-46.5%
1-Year Total Return
-53.1%
Current Dividend Yield
0.00%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (54.5%) | (53.1%) | +1.3% |
| 3 Years | (40.3%) | (22.0%) | +18.3% |
| 5 Years | (51.3%) | (40.6%) | +10.7% |
| 10 Years | — | — | — |
| 15 Years | — | — | — |
| 20 Years | — | — | — |
About Lufax Holding Ltd
Lufax Holding Ltd is a leading financial technology company based in China, delivering a wide array of personal financial services through its advanced digital platform. The company's core business involves providing various credit facilities, which include both unsecured and collateral-backed loans, alongside consumer financing options. Beyond lending, Lufax also manages investment opportunities for affluent and middle-class investors through its wealth management platforms, notably Lufax (Lu.com), Lu International (Singapore), and Lu International (Hong Kong), enabling them to diversify their portfolios. Furthermore, it offers specialized lending services to small business owners via its retail credit facilitation platform and provides technology solutions to empower other financial institutions. Established in 2005, Lufax Holding Ltd maintains its principal office in Shanghai, China.
- Sector
- Financial Services
- Industry
- Financial - Credit Services
- CEO
- Xiang Ji