(NU) Nu Holdings - Performance -3.2% in 12m
NU performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
17.16%
#71 in Peer-Group
Rel. Strength
35.94%
#4909 in Stock-Universe
Total Return 12m
-3.17%
#76 in Peer-Group
Total Return 5y
24.20%
#72 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 29.8 |
| P/E Forward | 24.3 |
| High / Low | USD |
|---|---|
| 52 Week High | 15.89 USD |
| 52 Week Low | 9.60 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 39.91 |
| Buy/Sell Signal +-5 | -1.26 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: NU (-3.2%) vs XLF (25.3%)
5y Drawdown (Underwater) Chart
Top Performer in Diversified Banks
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| NWG NYSE Natwest |
-5.08% | 64.2% | 455% | 9.01 | 8.71 | 0.55 | 56.4% | 28.7% |
| JYSK CO Jyske Bank |
3.89% | 24.4% | 232% | 7.98 | 7.64 | 0.86 | 76.9% | 18.8% |
| SMFG NYSE Sumitomo Mitsui Financial |
0.07% | 10.9% | 215% | 12.1 | 10.1 | 1.28 | 7.50% | -31.6% |
| MFG NYSE Mizuho Financial |
0.18% | 32.8% | 178% | 11.6 | 10.2 | 1.52 | -0.70% | -41% |
| BMO TO Bank of Montreal |
5.68% | 39.7% | 173% | 14.5 | 11.9 | 1.22 | -42.4% | 2.3% |
| WFC NYSE Wells Fargo |
10.2% | 40.5% | 264% | 15 | 14.4 | 1.87 | 33.9% | 0.34% |
| BCY XETRA Barclays |
2.47% | 53.6% | 249% | 8.95 | 7.97 | 1.4 | -2.40% | 3.64% |
| BCS NYSE Barclays |
4.84% | 63.6% | 266% | 8.86 | 7.92 | 1.39 | -8.10% | 2.72% |
Performance Comparison: NU vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for NU
| Total Return (including Dividends) | NU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.55% | 2.63% | 4.01% |
| 3 Months | 21.61% | 12.15% | 17.14% |
| 12 Months | -3.17% | 25.34% | 13.46% |
| 5 Years | 24.20% | 142.35% | 112.73% |
| Trend Score (consistency of price movement) | NU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 68.4% | 83.5% | 90.3% |
| 3 Months | 58.7% | 86.2% | 97.5% |
| 12 Months | -40.9% | 78.1% | 46.4% |
| 5 Years | 78.3% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th29.33 | -2.02% | -3.33% |
| 3 Month | %th42.67 | 8.44% | 3.81% |
| 12 Month | %th1.33 | -22.75% | -14.66% |
| 5 Years | %th25.33 | -13.13% | -11.95% |
FAQs
Does Nu Holdings (NU) outperform the market?
No,
over the last 12 months NU made -3.17%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 25.34%.
Over the last 3 months NU made 21.61%, while XLF made 12.15%.
Performance Comparison NU vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
NU vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.4% | -3.5% | 7.9% | -17% |
| US NASDAQ 100 | QQQ | -4.4% | -3.7% | 5.9% | -16% |
| German DAX 40 | DAX | -4.8% | -0.7% | -4.2% | -33% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.6% | -4% | 3.4% | -22% |
| Hongkong Hang Seng | HSI | -5.3% | -2.3% | -14.1% | -38% |
| India NIFTY 50 | INDA | -3.1% | 1.4% | 7.4% | -0% |
| Brasil Bovespa | EWZ | -0.2% | 1.2% | -7.2% | -5% |
NU vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3% | -1.2% | 4.6% | -27% |
| Consumer Discretionary | XLY | -5.4% | -2.8% | 15.6% | -21% |
| Consumer Staples | XLP | -2.4% | 0.7% | 8.8% | -11% |
| Energy | XLE | -7.4% | -3.6% | 15.5% | -5% |
| Financial | XLF | -3% | -2.1% | 5.6% | -29% |
| Health Care | XLV | -4.6% | 0.5% | 19.4% | 4% |
| Industrial | XLI | -4.8% | -3.9% | 2.1% | -27% |
| Materials | XLB | -5.1% | -3.9% | 7.3% | -7% |
| Real Estate | XLRE | -4.2% | 0.7% | 9.4% | -11% |
| Technology | XLK | -4.3% | -6.1% | 2.8% | -14% |
| Utilities | XLU | -4.5% | -2.1% | 3.9% | -23% |
| Aerospace & Defense | XAR | -5.1% | -6.3% | -12.1% | -52% |
| Biotech | XBI | -8.1% | -2.6% | 18.1% | 8% |
| Homebuilder | XHB | -7.5% | -8.2% | 14.5% | -2% |
| Retail | XRT | -4.4% | -2.7% | 12.7% | -10% |
NU vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5% | -2.75% | 21.8% | 1% |
| Natural Gas | UNG | -2.7% | 7% | 33.9% | -1% |
| Gold | GLD | -4.6% | 0.3% | -10% | -42% |
| Silver | SLV | -8.8% | -5.8% | -14.1% | -25% |
| Copper | CPER | -14.8% | -14.4% | -11.7% | -27% |
NU vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.6% | 0.6% | 13.2% | 1% |
| iShares High Yield Corp. Bond | HYG | -3.9% | -0.6% | 10.9% | -12% |