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

Correlation

The correlation between LU and MMM is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


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.

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Key characteristics

Sharpe Ratio

LU:

0.52

MMM:

1.53

Sortino Ratio

LU:

1.31

MMM:

2.88

Omega Ratio

LU:

1.16

MMM:

1.39

Calmar Ratio

LU:

0.43

MMM:

1.39

Martin Ratio

LU:

1.42

MMM:

10.31

Ulcer Index

LU:

28.30%

MMM:

5.67%

Daily Std Dev

LU:

74.53%

MMM:

35.96%

Max Drawdown

LU:

-96.68%

MMM:

-59.10%

Current Drawdown

LU:

-90.04%

MMM:

-9.02%

Fundamentals

Market Cap

LU:

$2.54B

MMM:

$80.90B

EPS

LU:

-$0.75

MMM:

$8.03

PS Ratio

LU:

0.08

MMM:

3.30

PB Ratio

LU:

0.21

MMM:

17.19

Total Revenue (TTM)

LU:

$8.97B

MMM:

$24.51B

Gross Profit (TTM)

LU:

$8.97B

MMM:

$10.04B

EBITDA (TTM)

LU:

-$576.12M

MMM:

$6.60B

Returns By Period

In the year-to-date period, LU achieves a 20.92% return, which is significantly higher than MMM's 17.35% return.


LU

YTD

20.92%

1M

15.14%

6M

18.44%

1Y

38.59%

5Y*

N/A

10Y*

N/A

MMM

YTD

17.35%

1M

10.88%

6M

16.83%

1Y

54.75%

5Y*

10.12%

10Y*

4.46%

*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 7070
Overall Rank
The Sharpe Ratio Rank of LU is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of LU is 7373
Sortino Ratio Rank
The Omega Ratio Rank of LU is 6969
Omega Ratio Rank
The Calmar Ratio Rank of LU is 7070
Calmar Ratio Rank
The Martin Ratio Rank of LU is 6868
Martin Ratio Rank

MMM
The Risk-Adjusted Performance Rank of MMM is 9393
Overall Rank
The Sharpe Ratio Rank of MMM is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of MMM is 9494
Sortino Ratio Rank
The Omega Ratio Rank of MMM is 9393
Omega Ratio Rank
The Calmar Ratio Rank of MMM is 8989
Calmar Ratio Rank
The Martin Ratio Rank of MMM is 9595
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 current LU Sharpe Ratio is 0.52, which is lower than the MMM Sharpe Ratio of 1.53. 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.


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Dividends

LU vs. MMM - Dividend Comparison

LU's dividend yield for the trailing twelve months is around 83.74%, more than MMM's 1.88% yield.


TTM20242023202220212020201920182017201620152014
LU
Lufax Holding Ltd
83.74%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
1.88%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.


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Volatility

LU vs. MMM - Volatility Comparison

Lufax Holding Ltd (LU) has a higher volatility of 19.88% compared to 3M Company (MMM) at 11.78%. 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.


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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


4.00B6.00B8.00B10.00B12.00B14.00B16.00B20212022202320242025
4.39B
5.95B
(LU) Total Revenue
(MMM) Total Revenue
Values in USD except per share items