Nu Holdings Ltd. (NU) Total Return CAGR: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.
Over longer horizons, Nu Holdings Ltd.'s Total Return CAGR averages 18.97% over 3 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Nu Holdings Ltd.'s investment performance.
NU Total Return CAGR Chart
Nu Holdings Ltd. (NU)
NU Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 15 quarters.
NU Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 162.05 | 123.04 | -39.01 | -24.07% | -24.07% |
| 2025 | 100.29 | 162.05 | +61.76 | +61.58% | +61.58% |
| 2024 | 80.64 | 100.29 | +19.65 | +24.37% | +24.37% |
| 2023 | 39.40 | 80.64 | +41.24 | +104.67% | +104.67% |
| 2022 | 90.80 | 39.40 | -51.40 | -56.61% | -56.61% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 123 | -5.9% | -7.4% |
| Q1 2026 | 131 | -19.3% | +31.9% |
| Q4 2025 | 162 | +4.6% | +61.6% |
| Q3 2025 | 155 | +16.7% | +17.3% |
| Q2 2025 | 133 | +34.0% | +6.4% |
| Q1 2025 | 99 | -1.2% | -14.3% |
| Q4 2024 | 100 | -24.1% | +24.4% |
| Q3 2024 | 132 | +5.9% | +87.2% |
| Q2 2024 | 125 | +7.9% | +63.4% |
| Q1 2024 | 116 | +43.5% | +151.1% |
| Q4 2023 | 81 | +14.3% | +104.7% |
| Q3 2023 | 71 | -7.6% | +64.2% |
| Q2 2023 | 76 | +65.8% | +103.9% |
| Q1 2023 | 46 | +17.0% | -40.9% |
| Q4 2022 | 39 | -8.3% | -56.7% |
| Q3 2022 | 43 | +14.7% | — |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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