ACCBX vs. NU
Compare and contrast key facts about Invesco Corporate Bond Fund (ACCBX) and Nu Holdings Ltd. (NU).
ACCBX is managed by Invesco. It was launched on Sep 23, 1971.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACCBX or NU.
Correlation
The correlation between ACCBX and NU is 0.18, 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.
Performance
ACCBX vs. NU - Performance Comparison
Key characteristics
ACCBX:
0.78
NU:
1.26
ACCBX:
1.14
NU:
1.81
ACCBX:
1.14
NU:
1.23
ACCBX:
0.27
NU:
1.43
ACCBX:
2.29
NU:
3.91
ACCBX:
1.88%
NU:
13.00%
ACCBX:
5.47%
NU:
40.20%
ACCBX:
-25.13%
NU:
-72.07%
ACCBX:
-10.37%
NU:
-16.68%
Returns By Period
In the year-to-date period, ACCBX achieves a 0.32% return, which is significantly lower than NU's 27.80% return.
ACCBX
0.32%
0.49%
-0.33%
3.86%
-0.65%
2.03%
NU
27.80%
20.69%
21.25%
41.30%
N/A
N/A
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Risk-Adjusted Performance
ACCBX vs. NU — Risk-Adjusted Performance Rank
ACCBX
NU
ACCBX vs. NU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Corporate Bond Fund (ACCBX) and Nu Holdings Ltd. (NU). 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.
Dividends
ACCBX vs. NU - Dividend Comparison
ACCBX's dividend yield for the trailing twelve months is around 4.61%, while NU has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACCBX Invesco Corporate Bond Fund | 4.61% | 5.05% | 4.53% | 3.88% | 2.84% | 3.08% | 3.66% | 4.16% | 3.57% | 3.67% | 3.91% | 3.96% |
NU Nu Holdings Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ACCBX vs. NU - Drawdown Comparison
The maximum ACCBX drawdown since its inception was -25.13%, smaller than the maximum NU drawdown of -72.07%. Use the drawdown chart below to compare losses from any high point for ACCBX and NU. For additional features, visit the drawdowns tool.
Volatility
ACCBX vs. NU - Volatility Comparison
The current volatility for Invesco Corporate Bond Fund (ACCBX) is 1.47%, while Nu Holdings Ltd. (NU) has a volatility of 11.08%. This indicates that ACCBX experiences smaller price fluctuations and is considered to be less risky than NU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.