XBIO vs. LU

Last updated Apr 1, 2026

Compare and contrast key facts about Xenetic Biosciences, Inc. (XBIO) and Lufax Holding Ltd (LU).

Performance

XBIO vs. LU - Performance Comparison

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

XBIO vs. LU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
XBIO Xenetic Biosciences, Inc.	23.50%	-45.61%	15.65%	21.01%	-77.90%	-36.76%	136.11%
LU Lufax Holding Ltd	-26.95%	7.11%	-22.15%	-58.03%	-60.48%	-60.35%	10.51%

Fundamentals

Total Revenue (TTM) XBIO : $2.86M LU : $31.92B
Gross Profit (TTM) XBIO : $2.86M LU : $13.50B
EBITDA (TTM) XBIO : -$3.29M LU : -$1.26B

Returns By Period

In the year-to-date period, XBIO achieves a 23.50% return, which is significantly higher than LU's -26.95% return.

XBIO

• 1D: 0.37%
• 1M: 5.93%
• YTD: 23.50%
• 6M: -14.65%
• 1Y: 2.68%
• 3Y*: -12.93%
• 5Y*: -33.75%
• 10Y*: -45.79%

LU

• 1D: 5.06%
• 1M: -28.08%
• YTD: -26.95%
• 6M: -53.94%
• 1Y: -37.04%
• 3Y*: -37.59%
• 5Y*: -47.72%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

XBIO vs. LU — Risk / Return Rank

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

XBIO

XBIO Risk / Return Rank: 50
XBIO Sharpe Ratio Rank: 42
XBIO Sortino Ratio Rank: 70
XBIO Omega Ratio Rank: 66
XBIO Calmar Ratio Rank: 37
XBIO Martin Ratio Rank: 37

LU

LU Risk / Return Rank: 16
LU Sharpe Ratio Rank: 14
LU Sortino Ratio Rank: 14
LU Omega Ratio Rank: 16
LU Calmar Ratio Rank: 21
LU Martin Ratio Rank: 16

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XBIO vs. LU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xenetic Biosciences, Inc. (XBIO) 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.

	XBIO	LU	Difference
Sharpe ratio Return per unit of total volatility	0.02	-0.66	+0.67
Sortino ratio Return per unit of downside risk	1.59	-0.80	+2.39
Omega ratio Gain probability vs. loss probability	1.19	0.91	+0.29
Calmar ratio Return relative to maximum drawdown	-0.18	-0.62	+0.44
Martin ratio Return relative to average drawdown	-0.27	-1.28	+1.01
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XBIO vs. LU - Sharpe Ratio Comparison

The current XBIO Sharpe Ratio is 0.02, which is higher than the LU Sharpe Ratio of -0.66. The chart below compares the historical Sharpe Ratios of XBIO 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.

Sharpe Ratios by Period

	XBIO	LU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.02	-0.66	+0.67
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.31	-0.60	+0.28
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.34	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.32	-0.55	+0.23

Correlation

The correlation between XBIO and LU is 0.12, 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.

Dividends

XBIO vs. LU - Dividend Comparison

Neither XBIO nor LU has paid dividends to shareholders.

	TTM	2025	2024	2023	2022
XBIO Xenetic Biosciences, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%
LU Lufax Holding Ltd	0.00%	0.00%	0.00%	11.60%	26.29%

Drawdowns

XBIO vs. LU - Drawdown Comparison

The maximum XBIO drawdown since its inception was -99.95%, roughly equal to the maximum LU drawdown of -97.25%. Use the drawdown chart below to compare losses from any high point for XBIO and LU.

Drawdown Indicators

	XBIO	LU	Difference
Max Drawdown Largest peak-to-trough decline	-99.95%	-97.25%	-2.70%
Max Drawdown (1Y) Largest decline over 1 year	-80.50%	-59.55%	-20.95%
Max Drawdown (5Y) Largest decline over 5 years	-96.19%	-96.32%	+0.13%
Max Drawdown (10Y) Largest decline over 10 years	-99.83%	—	—
Current Drawdown Current decline from peak	-99.93%	-97.12%	-2.81%
Average Drawdown Average peak-to-trough decline	-91.28%	-79.63%	-11.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	52.32%	28.68%	+23.64%

Volatility

XBIO vs. LU - Volatility Comparison

Xenetic Biosciences, Inc. (XBIO) has a higher volatility of 31.85% compared to Lufax Holding Ltd (LU) at 15.15%. This indicates that XBIO's price experiences larger fluctuations and is considered to be riskier than LU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XBIO	LU	Difference
Volatility (1M) Calculated over the trailing 1-month period	31.85%	15.15%	+16.70%
Volatility (6M) Calculated over the trailing 6-month period	116.26%	39.88%	+76.38%
Volatility (1Y) Calculated over the trailing 1-year period	169.89%	56.42%	+113.47%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	108.21%	80.32%	+27.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	134.15%	80.49%	+53.66%

Financials