NU vs. 18MF.DE
NU (Nu Holdings Ltd.) is a stock, while 18MF.DE (Amundi ETF Leveraged MSCI USA Daily UCITS ETF) is Leveraged Equities fund tracking the MSCI USA Index (200%). Over the past 3 years, NU returned 17.37%/yr vs 33.64%/yr for 18MF.DE. At a 0.31 correlation, their price movements are largely independent.
Performance
NU vs. 18MF.DE - Performance Comparison
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Different Trading Currencies
NU is traded in USD, while 18MF.DE is traded in EUR. To make them comparable, the 18MF.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, NU achieves a -27.18% return, which is significantly lower than 18MF.DE's 16.05% return.
NU
- 1D
- 0.83%
- 1M
- -5.72%
- YTD
- -27.18%
- 6M
- -27.87%
- 1Y
- 2.44%
- 3Y*
- 17.37%
- 5Y*
- —
- 10Y*
- —
18MF.DE
- 1D
- 3.02%
- 1M
- -0.92%
- YTD
- 16.05%
- 6M
- 18.20%
- 1Y
- 48.38%
- 3Y*
- 33.64%
- 5Y*
- 20.87%
- 10Y*
- 25.56%
NU vs. 18MF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NU Nu Holdings Ltd. | -27.18% | 61.58% | 24.37% | 104.67% | -56.61% | -16.62% |
18MF.DE Amundi ETF Leveraged MSCI USA Daily UCITS ETF | 16.05% | 14.77% | 54.76% | 47.68% | -37.13% | 4.18% |
Correlation
The correlation between NU and 18MF.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.31 |
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Return for Risk
NU vs. 18MF.DE — Risk / Return Rank
NU
18MF.DE
NU vs. 18MF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nu Holdings Ltd. (NU) and Amundi ETF Leveraged MSCI USA Daily UCITS ETF (18MF.DE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NU | 18MF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.00 | ||
| Sortino ratioReturn per unit of downside risk | -2.37 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.34 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.04 | 3.07 | -3.02 |
| Martin ratioReturn relative to average drawdown | 0.10 | 11.81 | -11.71 |
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Drawdowns
NU vs. 18MF.DE - Drawdown Comparison
The maximum NU drawdown since its inception was -72.07%, which is greater than 18MF.DE's maximum drawdown of -59.93%. Use the drawdown chart below to compare losses from any high point for NU and 18MF.DE.
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Drawdown Indicators
| NU | 18MF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.07% | -59.93% | -12.14% |
Max Drawdown (1Y)Largest decline over 1 year | -38.17% | -15.27% | -22.90% |
Max Drawdown (3Y)Largest decline over 3 years | -39.58% | -40.04% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.04% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -59.93% | — |
Current DrawdownCurrent decline from peak | -35.02% | -4.27% | -30.75% |
Average DrawdownAverage peak-to-trough decline | -29.77% | -8.91% | -20.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.36% | 3.97% | +11.39% |
Volatility
NU vs. 18MF.DE - Volatility Comparison
Nu Holdings Ltd. (NU) has a higher volatility of 14.80% compared to Amundi ETF Leveraged MSCI USA Daily UCITS ETF (18MF.DE) at 6.51%. This indicates that NU's price experiences larger fluctuations and is considered to be riskier than 18MF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NU | 18MF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.80% | 6.51% | +8.29% |
Volatility (6M)Calculated over the trailing 6-month period | 28.91% | 15.95% | +12.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.77% | 22.94% | +15.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 58.48% | 30.78% | +27.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 58.48% | 32.04% | +26.44% |
Dividends
NU vs. 18MF.DE - Dividend Comparison
Neither NU nor 18MF.DE has paid dividends to shareholders.
Frequently Asked Questions
NU and 18MF.DE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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