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LU vs. MMM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LU and MMM is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

LU vs. MMM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lufax Holding Ltd (LU) and 3M Company (MMM). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%80.00%JulyAugustSeptemberOctoberNovemberDecember
12.35%
27.62%
LU
MMM

Key characteristics

Sharpe Ratio

LU:

1.11

MMM:

1.62

Sortino Ratio

LU:

2.19

MMM:

2.92

Omega Ratio

LU:

1.27

MMM:

1.41

Calmar Ratio

LU:

1.00

MMM:

0.99

Martin Ratio

LU:

4.69

MMM:

8.49

Ulcer Index

LU:

20.70%

MMM:

6.40%

Daily Std Dev

LU:

87.60%

MMM:

33.59%

Max Drawdown

LU:

-96.68%

MMM:

-59.10%

Current Drawdown

LU:

-91.52%

MMM:

-22.35%

Fundamentals

Market Cap

LU:

$2.29B

MMM:

$69.73B

EPS

LU:

-$0.75

MMM:

$9.61

Total Revenue (TTM)

LU:

$20.24B

MMM:

$28.57B

Gross Profit (TTM)

LU:

$10.84B

MMM:

$12.31B

EBITDA (TTM)

LU:

-$1.11B

MMM:

$6.89B

Returns By Period

In the year-to-date period, LU achieves a 79.07% return, which is significantly higher than MMM's 46.34% return.


LU

YTD

79.07%

1M

2.07%

6M

12.33%

1Y

90.88%

5Y*

N/A

10Y*

N/A

MMM

YTD

46.34%

1M

1.13%

6M

27.62%

1Y

51.55%

5Y*

1.54%

10Y*

2.65%

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Risk-Adjusted Performance

LU vs. MMM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lufax Holding Ltd (LU) and 3M Company (MMM). 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.


Sharpe ratio
The chart of Sharpe ratio for LU, currently valued at 1.11, compared to the broader market-4.00-2.000.002.001.111.62
The chart of Sortino ratio for LU, currently valued at 2.19, compared to the broader market-4.00-2.000.002.004.002.192.92
The chart of Omega ratio for LU, currently valued at 1.27, compared to the broader market0.501.001.502.001.271.41
The chart of Calmar ratio for LU, currently valued at 1.00, compared to the broader market0.002.004.006.001.001.09
The chart of Martin ratio for LU, currently valued at 4.69, compared to the broader market-5.000.005.0010.0015.0020.0025.004.698.49
LU
MMM

The current LU Sharpe Ratio is 1.11, which is lower than the MMM Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of LU and MMM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.11
1.62
LU
MMM

Dividends

LU vs. MMM - Dividend Comparison

LU's dividend yield for the trailing twelve months is around 98.37%, more than MMM's 2.60% yield.


TTM20232022202120202019201820172016201520142013
LU
Lufax Holding Ltd
98.37%11.60%26.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MMM
3M Company
2.60%5.49%4.97%3.33%3.36%3.26%2.86%2.00%2.49%2.72%2.08%1.81%

Drawdowns

LU vs. MMM - Drawdown Comparison

The maximum LU drawdown since its inception was -96.68%, which is greater than MMM's maximum drawdown of -59.10%. Use the drawdown chart below to compare losses from any high point for LU and MMM. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-91.52%
-12.82%
LU
MMM

Volatility

LU vs. MMM - Volatility Comparison

Lufax Holding Ltd (LU) has a higher volatility of 21.45% compared to 3M Company (MMM) at 5.40%. This indicates that LU's price experiences larger fluctuations and is considered to be riskier than MMM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
21.45%
5.40%
LU
MMM

Financials

LU vs. MMM - Financials Comparison

This section allows you to compare key financial metrics between Lufax Holding Ltd and 3M Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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