Nu Holdings Ltd. (NU) Total Return:3.84%(TTM)
Over the latest trailing 12-month period, Nu Holdings Ltd. (NU)'s total return cagr is +3.84%. The comparable SPY value is +26.75%. Year-to-date total return is -24.07%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in NU
$12,304
(1.2x return)
Invested on Dec 9, 2021
Growth of $10,000 in SPY (S&P 500)
$16,926
(1.7x return)
Invested on Dec 9, 2021
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
-24.1%
1-Year Total Return
+3.8%
Current Dividend Yield
0.00%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +3.8% | +3.8% | — |
| 3 Years | +19.0% | +19.0% | — |
| 5 Years | — | — | — |
| 10 Years | — | — | — |
| 15 Years | — | — | — |
| 20 Years | — | — | — |
About Nu Holdings Ltd.
Nu Holdings Ltd. operates as a technology-driven enterprise delivering digital financial services, with its primary operations spanning Brazil, Mexico, and Colombia. It supplies a variety of financial instruments, including Nu and Ultraviolet branded credit and debit cards, alongside comprehensive mobile payment capabilities. These features allow NuAccount customers to effortlessly process transfers, manage bill payments, and perform everyday purchases via their smartphones. The firm also offers savings mechanisms like Nu Personal Accounts, a holistic digital banking solution catering to all personal financial needs, from routine expenditures and money transfers to accumulating savings. For business owners, it provides Nu business accounts specifically designed to support their entrepreneurial ventures. Beyond these, Nu Holdings presents NuInvest, an investment platform offering diverse products such as equities, fixed-income securities, options, and ETFs, in addition to multimarket funds with curated asset allocations individualized based on a client's risk appetite and financial status. Its service offerings further encompass personal unsecured loans; an in-app "buy now, pay later" feature for Nu cardholders to amortize credit, debit, and banking slip payments over up to twelve installments; and NuInsurance solutions, which aid customers in securing life insurance and funeral benefits. The company was established in 2013 and is headquartered in Sao Paulo, Brazil.
- Sector
- Financial Services
- Industry
- Banks - Diversified
- CEO
- David Velez-Osomo