Lufax Holding Ltd (LU) Total Return CAGR:-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.
Over longer horizons, Lufax Holding Ltd's Total Return CAGR averages -21.98% over 3 years and -40.57% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Lufax Holding Ltd's investment performance.
LU Total Return CAGR Chart
Lufax Holding Ltd (LU)
LU Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 19 quarters.
LU Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 13.14 | 7.03 | -6.11 | -46.48% | -46.48% |
| 2025 | 12.27 | 13.14 | +0.87 | +7.11% | +7.11% |
| 2024 | 7.27 | 12.27 | +5.00 | +68.74% | +68.74% |
| 2023 | 17.31 | 7.27 | -10.03 | -57.98% | -57.98% |
| 2022 | 43.81 | 17.31 | -26.51 | -60.50% | -60.50% |
| 2021 | 110.51 | 43.81 | -66.69 | -60.35% | -60.35% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 7 | -26.7% | -50.0% |
| Q1 2026 | 10 | -27.2% | -36.8% |
| Q4 2025 | 13 | -36.7% | +7.1% |
| Q3 2025 | 21 | +48.2% | +20.1% |
| Q2 2025 | 14 | -7.4% | +18.6% |
| Q1 2025 | 15 | +23.3% | +52.0% |
| Q4 2024 | 12 | -29.0% | +72.8% |
| Q3 2024 | 17 | +46.3% | +79.0% |
| Q2 2024 | 12 | +18.6% | -11.2% |
| Q1 2024 | 10 | +40.2% | -47.1% |
| Q4 2023 | 7 | -26.4% | -60.0% |
| Q3 2023 | 10 | -27.4% | -53.8% |
| Q2 2023 | 13 | -29.4% | -73.1% |
| Q1 2023 | 19 | +6.0% | -56.4% |
| Q4 2022 | 18 | -15.0% | -59.3% |
| Q3 2022 | 21 | -57.7% | -61.3% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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