Nu Holdings Ltd. (NU) Stock Total Returns
Growth of $10,000 chart
2021-12-09 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$11,268
Total Return
12.68%
CAGR
2.70%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.69% |
| Median | +1.84% |
| Best | +46.70% |
| Worst | -51.88% |
| % of Windows Positive | 55.9% |
1-Year (252 Trading Days)
| Average | +43.67% |
| Median | +40.28% |
| Best | +193.29% |
| Worst | -66.08% |
| % of Windows Positive | 80.7% |
3-Year (756 Trading Days)
| Average | +181.92% |
| Median | +202.96% |
| Best | +402.21% |
| Worst | +0.76% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -72.07% |
| Average Drawdown | -29.72% |
| Drawdown Duration | 570 Trading Days |
| Sortino Ratio | 0.49 |
| Calmar Ratio | 0.04 |
| CVaR (5%) | -8.61% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -30.47% (-57.76% ann.) | $3046.60 | $0.00 | $0.00 | $0.00 |
| 2025 | +61.58% | +$6158.31 | $0.00 | $0.00 | $0.00 |
| 2024 | +24.37% | +$2436.98 | $0.00 | $0.00 | $0.00 |
| 2023 | +104.67% | +$10466.83 | $0.00 | $0.00 | $0.00 |
| 2022 | -56.61% | $5660.98 | $0.00 | $0.00 | $0.00 |
| 2021 partial | -9.20% (-79.84% ann.) | $919.65 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Inflation shock / duration crash / aggressive tightening partial | December 9, 2021 – November 9, 2022 | -54.60% | -57.72% | $5459.83 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +232.75% | +91.29% | +$23274.70 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -21.62% | -13.31% | $2161.62 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.