(NU) Nu Holdings - Performance 5.9% in 12m
NU performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
18.72%
#70 in Peer-Group
Rel. Strength
46.04%
#4143 in Stock-Universe
Total Return 12m
5.92%
#74 in Peer-Group
Total Return 5y
31.66%
#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 | 72.37 |
| Buy/Sell Signal +-5 | -0.31 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: NU (5.9%) vs XLF (30.3%)
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 |
-6.86% | 64.4% | 450% | 9.01 | 8.71 | 0.55 | 56.4% | 28.7% |
| JYSK CO Jyske Bank |
3.49% | 25.2% | 246% | 7.98 | 7.64 | 0.86 | 76.9% | 18.8% |
| SMFG NYSE Sumitomo Mitsui Financial |
0.86% | 13% | 217% | 12.1 | 10.1 | 1.28 | 7.50% | -31.6% |
| MFG NYSE Mizuho Financial |
1.08% | 35.4% | 182% | 11.6 | 10.2 | 1.52 | -0.70% | -41% |
| BMO TO Bank of Montreal |
3.91% | 40.7% | 169% | 13.6 | 12.6 | 1.29 | -42.4% | 2.3% |
| WFC NYSE Wells Fargo |
9.52% | 45.1% | 267% | 15 | 14.4 | 1.87 | 33.9% | 0.34% |
| BCY XETRA Barclays |
-2.89% | 51.2% | 251% | 8.95 | 7.97 | 1.4 | -2.40% | 3.64% |
| GGAL NASDAQ Grupo Financiero Galicia |
-7.79% | 87.8% | 468% | 6.48 | 3.47 | 0.75 | 66.6% | 92.8% |
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 | 11.93% | 4.08% | 4.68% |
| 3 Months | 39.92% | 21.05% | 24.35% |
| 12 Months | 5.92% | 30.32% | 14.02% |
| 5 Years | 31.66% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | NU | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 83.8% | 64.2% | 81% |
| 3 Months | 61.7% | 86% | 96.9% |
| 12 Months | -43.1% | 78% | 44.9% |
| 5 Years | 78.1% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th96.00 | 7.55% | 6.93% |
| 3 Month | %th82.67 | 15.58% | 12.52% |
| 12 Month | %th1.33 | -18.72% | -7.11% |
| 5 Years | %th26.67 | -9.69% | -6.92% |
FAQs
Does Nu Holdings (NU) outperform the market?
No,
over the last 12 months NU made 5.92%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.32%.
Over the last 3 months NU made 39.92%, while XLF made 21.05%.
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 | -2.1% | 7.3% | 16.3% | -8% |
| US NASDAQ 100 | QQQ | -1.7% | 6.9% | 15.7% | -7% |
| German DAX 40 | DAX | -0.9% | 13.5% | 4.2% | -23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.6% | 8.6% | 12.9% | -15% |
| Hongkong Hang Seng | HSI | -2.4% | 6.5% | -3.2% | -35% |
| India NIFTY 50 | INDA | -1.1% | 10.3% | 16% | 7% |
| Brasil Bovespa | EWZ | -2.5% | 4.2% | -8.8% | -4% |
NU vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.4% | 7.5% | 12.2% | -20% |
| Consumer Discretionary | XLY | -2.7% | 7.5% | 24% | -12% |
| Consumer Staples | XLP | -2.4% | 10.6% | 14.7% | -3% |
| Energy | XLE | -3.5% | 6.7% | 20.4% | 6% |
| Financial | XLF | -2.4% | 7.9% | 11.4% | -24% |
| Health Care | XLV | -1.4% | 10.6% | 23.7% | 10% |
| Industrial | XLI | -2.2% | 8.5% | 8.5% | -19% |
| Materials | XLB | -4.9% | 7.3% | 11.8% | 0% |
| Real Estate | XLRE | -1.8% | 11.2% | 16.6% | -7% |
| Technology | XLK | -2.3% | 4% | 14% | -4% |
| Utilities | XLU | -1.1% | 10.4% | 13.1% | -17% |
| Aerospace & Defense | XAR | 0.1% | 6.5% | -2.3% | -43% |
| Biotech | XBI | -3.7% | 10.8% | 29.5% | 14% |
| Homebuilder | XHB | -5% | 3.9% | 23.5% | 2% |
| Retail | XRT | -5.5% | 8.7% | 20.6% | -5% |
NU vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.7% | 6.59% | 24.7% | 12% |
| Natural Gas | UNG | -0.7% | 23.2% | 33.1% | 10% |
| Gold | GLD | -1.6% | 11.3% | -4.3% | -35% |
| Silver | SLV | -3% | 9.4% | -1.1% | -13% |
| Copper | CPER | -1.7% | 6.4% | -0.8% | -6% |
NU vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.2% | 9.7% | 19.7% | 8% |
| iShares High Yield Corp. Bond | HYG | -1% | 10.1% | 17.4% | -4% |