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NU: Nu Holdings Ltd. (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/09/2021 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 03/16/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | Since 12/09/2021 |
2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | -14.8 | 21.7 | 45.7 | 7.9 | 60.8 | 24.4 | 104.7 | -56.6 | -9.2 |
| Sharpe Ratio | NA | -1.27 | 0.47 | 1.01 | 0.09 | 1.32 | 0.52 | 2.41 | -0.63 | -0.84 |
| Draw Down(%) | NA | 26.0 | 26.0 | 39.6 | 72.1 | 31.2 | 35.6 | 21.9 | 67.5 | 24.6 |
| Standard Deviation(%) | NA | 45.1 | 40.4 | 41.9 | 59.2 | 45.4 | 40.2 | 42.4 | 92.5 | 96.0 |
| Treynor Ratio | NA | -0.3 | 0.17 | 0.32 | 0.03 | 0.49 | 0.13 | 0.83 | -0.31 | -0.23 |
| Alpha | NA | -0.2 | 0.02 | 0.08 | 0.03 | 0.14 | -0.02 | 0.21 | -0.03 | -0.99 |
| Beta | NA | 1.89 | 1.14 | 1.32 | 1.62 | 1.22 | 1.58 | 1.23 | 1.91 | 3.52 |
| RSquared | NA | 0.28 | 0.26 | 0.22 | 0.23 | 0.26 | 0.25 | 0.15 | 0.25 | 0.34 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2021
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