Performance analysis of Lufax (LU)
Annual Return
Over the past 3 years, LU has had an average annual return of -19.67%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, LU has had an average annual return of -35.56%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 30, 2020, LU has had an average annual return of -36.79%, underperforming the benchmark SPY, which returned +17.18% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -45.72% | +7.07% | +70.64% | -57.89% | -60.49% | -60.36% | +10.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.90% | -2.24% | -28.09% | +2.16% | -13.58% | -20.02% | +5.24% | -45.72% | |||||
| 2025 | -3.38% | +25.54% | +2.45% | -2.39% | +1.06% | -4.79% | +3.58% | +1.73% | +38.10% | -23.14% | -19.89% | +2.38% | +7.07% |
| 2024 | -22.77% | +31.62% | +35.22% | +3.99% | +2.11% | +15.88% | +19.87% | -20.09% | +53.77% | -23.18% | -8.60% | -2.43% | +70.64% |
| 2023 | +57.19% | -29.18% | -5.55% | -14.40% | -24.71% | +11.76% | +24.41% | -32.00% | -12.44% | -6.59% | -11.14% | -9.55% | -57.89% |
| 2022 | -11.71% | +30.17% | -13.90% | +5.86% | +13.31% | -4.60% | -23.66% | -4.59% | -41.88% | -32.48% | +17% | +4.34% | -60.49% |
| 2021 | +12.25% | -5.77% | -3.33% | -18.04% | +2.43% | -7.29% | -33.63% | +15.59% | -19.49% | -9.59% | +1.10% | -11.76% | -60.36% |
| 2020 | +0% | +28.17% | -13.78% | +10.51% |
Drawdown analysis of Lufax (LU)
The maximum drawdown for the LU was -96.68%, occurring on Jan 17, 2024. This drawdown has not yet recovered.
The current LU drawdown is -95.29%.
Since Oct 30, 2020 LU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.68% | Nov 16, 2020 | 795 | Jan 17, 2024 | Ongoing | Ongoing | Ongoing |
| -8.26% | Nov 2, 2020 | 1 | Nov 3, 2020 | 2 | Nov 5, 2020 | 3 |
| -5.26% | Nov 9, 2020 | 1 | Nov 10, 2020 | 2 | Nov 12, 2020 | 3 |