(NU) Nu Holdings - Performance -13.8% in 12m
Compare NU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
14.63%
#71 in Group
Rel. Strength
35.67%
#4983 in Universe
Total Return 12m
-13.77%
#75 in Group
Total Return 5y
-0.58%
#73 in Group
P/E 25.6
97th Percentile in Group
P/E Forward 18.5
99th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield 5.69%
53th Percentile in Group
12m Total Return: NU (-13.8%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| BCP LS Banco Comercial Portugues |
1.01% | 84% | 527% | 7.34 | 7.34 | 1.86 | 18.0% | - |
| NWG NYSE Natwest |
-0.25% | 79.1% | 480% | 8.93 | 8.06 | 0.55 | 49.9% | 33.8% |
| MUFG NYSE Mitsubishi UFJ Financial |
-5.76% | 20.3% | 280% | 12.6 | 12 | 1.08 | 20.8% | 8.83% |
| SMFG NYSE Sumitomo Mitsui Financial |
-11.9% | 19.3% | 233% | 12.4 | 11.4 | 0.93 | -12.1% | 6.31% |
| GGAL NASDAQ Grupo Financiero Galicia |
-5.2% | 121% | 859% | 5.88 | 3.47 | 0.75 | 67.4% | 113% |
| MFG NYSE Mizuho Financial |
-12.1% | 30.3% | 168% | 12.2 | 10.6 | 0.93 | 36.8% | 87.7% |
| UBSG SW UBS |
-21.4% | -11.3% | 193% | 20.9 | 17.3 | 0.4 | -50.2% | -17.2% |
| SUPV NYSE Grupo Supervielle |
-6.92% | 123% | 715% | 15.6 | - | 0.29 | 60.6% | 114% |
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 | -1.91% | -7.49% | -7.79% |
| 3 Months | -6.38% | -1.50% | -9.06% |
| 12 Months | -13.77% | 16.29% | 4.64% |
| 5 Years | -0.58% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | NU | XLF | S&P 500 |
| 1 Month | -20.4% | 58.6% | -5.5% |
| 3 Months | -35.3% | -8.5% | -61.9% |
| 12 Months | -4.90% | 92.9% | 82.8% |
| 5 Years | 75.9% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #27 | 6.03% | 6.37% |
| 3 Month | #54 | -4.96% | 2.95% |
| 12 Month | #74 | -25.9% | -17.6% |
| 5 Years | #61 | -23.7% | -17.9% |
FAQs
Does NU Nu Holdings outperforms the market?
No,
over the last 12 months NU made -13.77%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months NU made -6.38%, while XLF made -1.50%.
Over the last 3 months NU made -6.38%, while XLF made -1.50%.
Performance Comparison NU vs Indeces and Sectors
NU vs. Indices NU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.03% | 5.88% | -16.7% | -18.4% |
| US NASDAQ 100 | QQQ | -0.96% | 7.29% | -15.5% | -16.3% |
| US Dow Jones Industrial 30 | DIA | -3.20% | 4.13% | -18.8% | -19.0% |
| German DAX 40 | DAX | -3.15% | 4.41% | -35.6% | -31.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.75% | -1.11% | -6.50% | -21.9% |
| Hongkong Hang Seng | HSI | -5.54% | -2.89% | -13.2% | -30.3% |
| India NIFTY 50 | INDA | -6.21% | -8.98% | -11.5% | -13.5% |
| Brasil Bovespa | EWZ | -7.39% | -11.0% | -15.9% | -2.45% |
NU vs. Sectors NU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.19% | 6.19% | -25.1% | -26.8% |
| Consumer Discretionary | XLY | -1.33% | 7.72% | -19.7% | -20.9% |
| Consumer Staples | XLP | -8.89% | -0.63% | -23.9% | -26.7% |
| Energy | XLE | -0.79% | -1.45% | -17.1% | -6.04% |
| Financial | XLF | -2.43% | 5.58% | -28.7% | -30.1% |
| Health Care | XLV | -6.12% | 2.03% | -16.9% | -14.8% |
| Industrial | XLI | -2.09% | 4.16% | -15.9% | -15.9% |
| Materials | XLB | -3.28% | 2.12% | -10.2% | -4.95% |
| Real Estate | XLRE | -5.92% | 3.69% | -16.4% | -23.7% |
| Technology | XLK | 0.31% | 8.65% | -9.52% | -8.56% |
| Utilities | XLU | -9.34% | -2.10% | -20.0% | -38.7% |
| Aerospace & Defense | XAR | -2.41% | 1.48% | -21.7% | -29.0% |
| Biotech | XBI | 1.25% | 6.80% | -2.46% | 0.27% |
| Homebuilder | XHB | -0.34% | 5.03% | 3.36% | 1.08% |
| Retail | XRT | -0.98% | 6.62% | -10.0% | -2.20% |