Nu Holdings Ltd. (NU)
Company Info
Highlights
$75.86B
$0.31
51.10
$7.18B
$5.01B
$1.92B
$7.75 - $16.15
$14.74
4.56%
7.12
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Nu Holdings Ltd., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Nu Holdings Ltd. had a return of 68.79% year-to-date (YTD) and 79.11% in the last 12 months.
NU
68.79%
-0.35%
20.58%
79.11%
N/A
N/A
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of NU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.36% | 28.69% | 7.67% | -8.97% | 9.39% | 8.50% | -5.90% | 23.41% | -8.82% | 10.55% | 68.79% | ||
| 2023 | 14.25% | 8.39% | -5.56% | 8.40% | 30.62% | 17.06% | 0.89% | -13.94% | 5.84% | 13.10% | -0.73% | 2.33% | 104.67% |
| 2022 | -20.90% | 3.10% | 0.92% | -22.15% | -36.61% | -1.84% | 12.57% | 16.39% | -10.20% | 13.64% | -11.00% | -8.54% | -56.61% |
| 2021 | -9.20% | -9.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of NU is 88, placing it in the top 12% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Nu Holdings Ltd.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Nu Holdings Ltd. was 72.07%, occurring on Jun 16, 2022. Recovery took 440 trading sessions.
The current Nu Holdings Ltd. drawdown is 11.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.07% | Dec 13, 2021 | 129 | Jun 16, 2022 | 440 | Mar 19, 2024 | 569 |
| -21.13% | Jul 17, 2024 | 14 | Aug 5, 2024 | 8 | Aug 15, 2024 | 22 |
| -14.45% | Mar 25, 2024 | 19 | Apr 19, 2024 | 43 | Jun 21, 2024 | 62 |
| -13.47% | Sep 18, 2024 | 12 | Oct 3, 2024 | 17 | Oct 28, 2024 | 29 |
| -11.52% | Nov 12, 2024 | 4 | Nov 15, 2024 | — | — | — |
Volatility
Volatility Chart
The current Nu Holdings Ltd. volatility is 13.25%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Nu Holdings Ltd..
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Income Statement
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