Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LU (Lufax Holding Ltd) | -39.45% | -47.64% | -12.96% | -39.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LU (Lufax Holding Ltd) | 11/02/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.06 | -47.64 | -12.96 | -39.05 | NA | NA | NA | … | … | -39.45 | 10.88 | 73.97 | -58.03 | -60.48 | -60.35 | 2.90 |
| Sharpe Ratio | NA | -0.94 | -0.20 | -0.54 | NA | NA | NA | … | … | -1.33 | 0.14 | 0.82 | -0.82 | -0.66 | -1.03 | 0.17 |
| Standard Deviation(%) | NA | 52.44 | 70.12 | 75.06 | NA | NA | NA | … | … | 51.51 | 57.90 | 82.63 | 76.71 | 94.32 | 58.56 | 110.78 |
| Draw Down(%) | NA | 63.64 | 69.41 | 94.87 | NA | NA | NA | … | … | 48.55 | 46.14 | 45.06 | 77.51 | 77.80 | 70.24 | 32.76 |
| Yield(%) | 0.00 | 0.00 | 60.27 | 4.82 | 2.19 | 1.46 | 1.09 | … | … | 0.00 | 0.00 | 82.88 | 4.28 | 9.01 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LU (Lufax Holding Ltd) |
-64.37%
Jan 2021 – Jan 2024 |
-38.56%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LU (Lufax Holding Ltd) |
5.16%
Oct 2022 – Oct 2025 |
-34.29%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart