Lufax Holding Ltd (LU)

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Lufax Holding Ltd (LU) is down 39.1% since the beginning of the year. At $2 per share, LU is trading 65.9% below its 52-week high of $5. Investors who bought $1,000 worth of LU shares 5 years ago would now be looking at an investment worth $85.

Lufax Holding Ltd (LU) has returned -39.06% so far this year and -45.83% over the past 12 months.

Based on dividend-adjusted daily data since Oct 30, 2020, LU's average daily return is -0.07%, while the average monthly return is -1.65%.

Historically, 43% of months were positive and 57% were negative. The best month was Jan 2023 with a return of +57.2%, while the worst month was Sep 2022 at -41.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, LU closed higher 45% of trading days. The best single day was Mar 21, 2024 with a return of +45.7%, while the worst single day was Nov 17, 2020 at -23.2%.

Lufax Holding Ltd has an annualized alpha of -30.09%, beta of 1.18, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since November 02, 2020.

• This stock participated in 168.93% of S&P 500 Index downside but only -27.83% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.07 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

LU ranks 11 for risk / return — in the bottom 11% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Lufax Holding Ltd (LU) and compare them to S&P 500 Index.

Lufax Holding Ltd provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Lufax Holding Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Lufax Holding Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lufax Holding Ltd was 96.68%, occurring on Jan 17, 2024. The portfolio has not yet recovered.

The current Lufax Holding Ltd drawdown is 94.62%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Lufax Holding Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Lufax Holding Ltd is priced in the market compared to other companies in the Credit Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.