JACK vs. LU

In the year-to-date period, JACK achieves a -40.29% return, which is significantly lower than LU's 30.54% return.

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This table presents a comparison of risk-adjusted performance metrics for Jack in the Box Inc. (JACK) and Lufax Holding Ltd (LU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current JACK Sharpe Ratio is -1.15, which is lower than the LU Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of JACK and LU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JACK's dividend yield for the trailing twelve months is around 7.18%, less than LU's 77.56% yield.

The maximum JACK drawdown since its inception was -82.47%, smaller than the maximum LU drawdown of -96.68%. Use the drawdown chart below to compare losses from any high point for JACK and LU. For additional features, visit the drawdowns tool.

The current volatility for Jack in the Box Inc. (JACK) is 19.51%, while Lufax Holding Ltd (LU) has a volatility of 22.06%. This indicates that JACK experiences smaller price fluctuations and is considered to be less risky than LU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Jack in the Box Inc. and Lufax Holding Ltd. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.