Performance analysis of Nu (NU)
Annual Return
Over the past 3 years, NU has had an average annual return of +18.66%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Dec 9, 2021, NU has had an average annual return of +2.70%, underperforming the benchmark SPY, which returned +12.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -30.47% | +61.58% | +24.37% | +104.67% | -56.61% | -9.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.04% | -15.61% | -4.07% | +0.76% | -9.32% | -11.35% | -30.47% | ||||||
| 2025 | +27.80% | -18.80% | -4.75% | +21.39% | -3.38% | +14.24% | -10.93% | +21.11% | +8.18% | +0.62% | +7.94% | -3.74% | +61.58% |
| 2024 | +3.36% | +28.69% | +7.67% | -8.97% | +9.39% | +8.50% | -5.90% | +23.42% | -8.82% | +10.55% | -16.96% | -17.32% | +24.37% |
| 2023 | +14.24% | +8.40% | -5.55% | +8.40% | +30.63% | +17.06% | +0.89% | -13.95% | +5.84% | +13.11% | -0.73% | +2.34% | +104.67% |
| 2022 | -20.89% | +3.10% | +0.90% | -22.15% | -36.61% | -1.82% | +12.57% | +16.36% | -10.20% | +13.64% | -10.99% | -8.54% | -56.61% |
| 2021 | -9.20% | -9.20% |
Drawdown analysis of Nu (NU)
The maximum drawdown for the NU was -72.07%, occurring on Jun 16, 2022. Recovery took 441 trading sessions.
The current NU drawdown is -37.95%.
Since Dec 9, 2021 NU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.07% | Dec 10, 2021 | 129 | Jun 16, 2022 | 441 | Mar 20, 2024 | 570 |
| -39.59% | Nov 11, 2024 | 98 | Apr 4, 2025 | 111 | Sep 15, 2025 | 209 |
| -37.95% | Jan 28, 2026 | 87 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -21.13% | Jul 16, 2024 | 14 | Aug 5, 2024 | 8 | Aug 15, 2024 | 22 |
| -14.45% | Mar 22, 2024 | 19 | Apr 19, 2024 | 45 | Jun 25, 2024 | 64 |
| -13.47% | Sep 17, 2024 | 12 | Oct 3, 2024 | 17 | Oct 28, 2024 | 29 |
| -10.14% | Dec 4, 2025 | 9 | Dec 17, 2025 | 11 | Jan 5, 2026 | 20 |
| -9.63% | Sep 22, 2025 | 18 | Oct 16, 2025 | 18 | Nov 11, 2025 | 36 |
| -8.83% | Oct 30, 2024 | 2 | Nov 1, 2024 | 6 | Nov 11, 2024 | 8 |
| -8.49% | Aug 30, 2024 | 4 | Sep 6, 2024 | 7 | Sep 17, 2024 | 11 |
| -7.69% | Jan 5, 2026 | 6 | Jan 13, 2026 | 6 | Jan 22, 2026 | 12 |
| -6.52% | Nov 11, 2025 | 5 | Nov 18, 2025 | 5 | Nov 25, 2025 | 10 |
| -4.41% | Jun 27, 2024 | 3 | Jul 2, 2024 | 4 | Jul 9, 2024 | 7 |
| -3.20% | Aug 27, 2024 | 2 | Aug 29, 2024 | 1 | Aug 30, 2024 | 3 |
| -1.66% | Aug 19, 2024 | 3 | Aug 22, 2024 | 2 | Aug 26, 2024 | 5 |
| -0.96% | Dec 2, 2025 | 1 | Dec 3, 2025 | 1 | Dec 4, 2025 | 2 |
| -0.52% | Jul 12, 2024 | 1 | Jul 15, 2024 | 1 | Jul 16, 2024 | 2 |
| -0.13% | Sep 15, 2025 | 1 | Sep 16, 2025 | 1 | Sep 17, 2025 | 2 |