REMIX vs. NU
REMIX (Standpoint Multi-Asset Fund Investor Class) is Macro Trading fund managed by Standpoint Asset Management, while NU (Nu Holdings Ltd.) is a stock. Over the past 3 years, REMIX returned 9.24%/yr vs 18.50%/yr for NU. At a 0.28 correlation, their price movements are largely independent.
Performance
REMIX vs. NU - Performance Comparison
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Returns By Period
In the year-to-date period, REMIX achieves a 9.77% return, which is significantly higher than NU's -21.57% return.
REMIX
- 1D
- -0.74%
- 1M
- -4.88%
- YTD
- 9.77%
- 6M
- 9.32%
- 1Y
- 25.05%
- 3Y*
- 9.24%
- 5Y*
- 7.83%
- 10Y*
- —
NU
- 1D
- -0.30%
- 1M
- -0.00%
- YTD
- -21.57%
- 6M
- -21.19%
- 1Y
- -0.91%
- 3Y*
- 18.50%
- 5Y*
- —
- 10Y*
- —
REMIX vs. NU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
REMIX Standpoint Multi-Asset Fund Investor Class | 9.77% | 3.85% | 12.92% | 5.53% | 3.44% | -0.18% |
NU Nu Holdings Ltd. | -21.57% | 61.58% | 24.37% | 104.67% | -56.61% | -16.62% |
Correlation
The correlation between REMIX and NU is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.28 |
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Return for Risk
REMIX vs. NU — Risk / Return Rank
REMIX
NU
REMIX vs. NU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Standpoint Multi-Asset Fund Investor Class (REMIX) 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.
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.
| REMIX | NU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.97 | ||
| Sortino ratioReturn per unit of downside risk | +2.37 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.03 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 3.43 | -0.02 | +3.45 |
| Martin ratioReturn relative to average drawdown | 13.38 | -0.05 | +13.43 |
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Drawdowns
REMIX vs. NU - Drawdown Comparison
The maximum REMIX drawdown since its inception was -17.89%, smaller than the maximum NU drawdown of -72.07%. Use the drawdown chart below to compare losses from any high point for REMIX and NU.
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Drawdown Indicators
| REMIX | NU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.89% | -72.07% | +54.18% |
Max Drawdown (1Y)Largest decline over 1 year | -7.28% | -38.17% | +30.89% |
Max Drawdown (3Y)Largest decline over 3 years | -17.89% | -39.58% | +21.69% |
Max Drawdown (5Y)Largest decline over 5 years | -17.89% | — | — |
Current DrawdownCurrent decline from peak | -7.28% | -30.01% | +22.73% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -29.79% | +26.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 16.64% | -14.78% |
Volatility
REMIX vs. NU - Volatility Comparison
The current volatility for Standpoint Multi-Asset Fund Investor Class (REMIX) is 3.90%, while Nu Holdings Ltd. (NU) has a volatility of 13.84%. This indicates that REMIX 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.
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Volatility by Period
| REMIX | NU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 13.84% | -9.94% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 29.35% | -19.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.87% | 37.57% | -24.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.75% | 58.32% | -46.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.80% | 58.32% | -46.52% |
Dividends
REMIX vs. NU - Dividend Comparison
REMIX's dividend yield for the trailing twelve months is around 0.43%, while NU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
NU Nu Holdings Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
REMIX Standpoint Multi-Asset Fund Investor Class | 0.43% | 0.47% | 5.52% | 3.46% | 2.48% | 6.04% | 1.09% |
Frequently Asked Questions
REMIX and NU have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NU has higher volatility (13.84%) compared to REMIX (3.90%). In terms of maximum drawdown, REMIX dropped -17.89% vs NU's -72.07%.
REMIX currently has the higher Sharpe Ratio (1.94 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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