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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.


-0.50.00.51.0
Correlation: 0.2

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.

-80.00%-60.00%-40.00%-20.00%0.00%20.00%40.00%NovemberDecember2025FebruaryMarchApril
-86.35%
23.70%
LU
MMM

Key characteristics

Sharpe Ratio

LU:

0.47

MMM:

1.58

Sortino Ratio

LU:

1.20

MMM:

2.84

Omega Ratio

LU:

1.15

MMM:

1.39

Calmar Ratio

LU:

0.37

MMM:

1.16

Martin Ratio

LU:

1.31

MMM:

12.04

Ulcer Index

LU:

26.33%

MMM:

4.48%

Daily Std Dev

LU:

72.86%

MMM:

34.18%

Max Drawdown

LU:

-96.68%

MMM:

-59.10%

Current Drawdown

LU:

-91.11%

MMM:

-16.51%

Fundamentals

Market Cap

LU:

$2.56B

MMM:

$74.60B

EPS

LU:

-$0.75

MMM:

$7.26

Total Revenue (TTM)

LU:

$8.97B

MMM:

$18.56B

Gross Profit (TTM)

LU:

$8.97B

MMM:

$7.57B

EBITDA (TTM)

LU:

-$576.12M

MMM:

$4.92B

Returns By Period

The year-to-date returns for both stocks are quite close, with LU having a 7.95% return and MMM slightly lower at 7.68%.


LU

YTD

7.95%

1M

-13.42%

6M

-23.89%

1Y

29.86%

5Y*

N/A

10Y*

N/A

MMM

YTD

7.68%

1M

-6.30%

6M

3.50%

1Y

52.76%

5Y*

6.44%

10Y*

3.32%

*Annualized

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Risk-Adjusted Performance

LU vs. MMM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LU
The Risk-Adjusted Performance Rank of LU is 7777
Overall Rank
The Sharpe Ratio Rank of LU is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of LU is 7979
Sortino Ratio Rank
The Omega Ratio Rank of LU is 7676
Omega Ratio Rank
The Calmar Ratio Rank of LU is 7676
Calmar Ratio Rank
The Martin Ratio Rank of LU is 7474
Martin Ratio Rank

MMM
The Risk-Adjusted Performance Rank of MMM is 9595
Overall Rank
The Sharpe Ratio Rank of MMM is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of MMM is 9696
Sortino Ratio Rank
The Omega Ratio Rank of MMM is 9595
Omega Ratio Rank
The Calmar Ratio Rank of MMM is 9191
Calmar Ratio Rank
The Martin Ratio Rank of MMM is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for LU, currently valued at 0.47, compared to the broader market-2.00-1.000.001.002.00
LU: 0.47
MMM: 1.58
The chart of Sortino ratio for LU, currently valued at 1.20, compared to the broader market-6.00-4.00-2.000.002.004.00
LU: 1.20
MMM: 2.84
The chart of Omega ratio for LU, currently valued at 1.15, compared to the broader market0.501.001.502.00
LU: 1.15
MMM: 1.39
The chart of Calmar ratio for LU, currently valued at 0.37, compared to the broader market0.001.002.003.004.00
LU: 0.37
MMM: 1.36
The chart of Martin ratio for LU, currently valued at 1.31, compared to the broader market-10.000.0010.0020.00
LU: 1.31
MMM: 12.04

The current LU Sharpe Ratio is 0.47, which is lower than the MMM Sharpe Ratio of 1.58. 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 Ratio0.000.501.001.502.002.503.003.50NovemberDecember2025FebruaryMarchApril
0.47
1.58
LU
MMM

Dividends

LU vs. MMM - Dividend Comparison

LU's dividend yield for the trailing twelve months is around 93.80%, more than MMM's 2.05% yield.


TTM20242023202220212020201920182017201620152014
LU
Lufax Holding Ltd
93.80%101.26%11.60%26.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MMM
3M Company
2.05%2.60%5.49%4.97%3.33%3.36%3.26%2.86%2.00%2.49%2.72%2.08%

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%NovemberDecember2025FebruaryMarchApril
-91.11%
-10.83%
LU
MMM

Volatility

LU vs. MMM - Volatility Comparison

Lufax Holding Ltd (LU) and 3M Company (MMM) have volatilities of 15.60% and 16.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2025FebruaryMarchApril
15.60%
16.04%
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