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NU: Nu Holdings Ltd. (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/30/1984 |
| Last Dividend Date: | 12/11/2014 |
| 12-Mo. Yield | 3.50% |
| Expenses | - |
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Performance Analytics (As of 02/18/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/30/1984 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 21.0 | 17.4 | 19.0 | 14.5 | 10.5 | 8.8 | 16.7 | -1.8 | 30.6 | 12.4 | 12.3 | 16.8 | 28.3 | 11.8 | -20.6 | 14.1 | 47.8 | 7.3 | -3.4 | 37.6 | -11.3 | -25.6 | 20.8 | 29.8 | 35.5 | -6.3 | -35.1 | 32.1 | 8.2 | 4.8 | 33.0 | 45.4 | 12.8 | 43.3 | 28.2 | 6.4 | 73.8 | 74.0 | 30.8 |
| Sharpe Ratio | NA | 1.24 | 1.13 | 1.12 | 0.65 | NA | NA | 0.56 | -0.56 | 1.99 | 0.83 | 0.86 | 0.81 | 1.62 | 0.51 | -0.55 | 0.53 | 3.55 | 0.32 | -0.24 | 1.83 | -0.41 | -1.1 | 0.6 | 1.21 | 1.26 | -1.5 | -1.15 | 1.66 | 0.25 | 0.17 | 2.09 | 2.65 | 0.42 | 2.54 | 1.28 | 0.08 | 2.74 | 3.16 | 5.32 |
| Draw Down(%) | NA | 11.1 | 11.9 | 15.5 | 40.4 | NA | NA | 61.3 | 9.5 | 11.1 | 11.9 | 8.1 | 15.5 | 9.5 | 21.5 | 37.4 | 19.2 | 5.6 | 18.5 | 13.6 | 16.3 | 34.9 | 30.4 | 22.5 | 15.4 | 13.7 | 42.8 | 55.1 | 8.2 | 14.1 | 15.9 | 5.7 | 4.9 | 9.2 | 4.5 | 12.3 | 19.2 | 14.7 | 14.4 | 4.5 |
| Standard Deviation(%) | NA | 17.0 | 15.4 | 16.9 | 20.8 | NA | NA | 22.8 | 24.1 | 15.4 | 14.9 | 14.4 | 20.7 | 17.4 | 22.8 | 39.0 | 21.0 | 12.6 | 16.2 | 18.1 | 20.2 | 30.3 | 25.8 | 27.8 | 21.9 | 25.6 | 40.7 | 33.4 | 17.1 | 20.7 | 15.6 | 14.5 | 15.6 | 17.7 | 14.8 | 18.2 | 30.6 | 25.3 | 21.8 | 22.1 |
| Treynor Ratio | NA | 0.52 | 0.3 | 0.29 | 0.21 | NA | NA | 0.26 | -0.35 | 0.7 | 0.14 | 0.25 | 0.24 | 0.39 | 0.29 | -0.31 | 0.14 | 0.77 | 0.06 | -0.09 | 0.72 | -0.21 | -2.53 | 1.42 | 1.69 | 1.38 | -3.23 | -0.8 | 0.41 | 0.06 | 0.05 | 0.71 | 1.44 | 0.19 | 0.94 | 0.78 | 0.03 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | 0.02 | 0.02 | 0.02 | NA | NA | 0.04 | -0.08 | 0.09 | -0.05 | 0.02 | 0.06 | 0.06 | 0.01 | 0.04 | 0.04 | 0.12 | 0.01 | -0.03 | 0.08 | 0.02 | -0.11 | 0.08 | 0.09 | 0.1 | -0.19 | -0.2 | 0.02 | 0.03 | 0.0 | 0.1 | 0.11 | 0.04 | 0.09 | 0.07 | 0.06 | NA | NA | NA |
| Beta | NA | 0.41 | 0.59 | 0.65 | 0.63 | NA | NA | 0.5 | 0.38 | 0.44 | 0.87 | 0.49 | 0.69 | 0.73 | 0.4 | 0.68 | 0.81 | 0.58 | 0.83 | 0.48 | 0.51 | 0.59 | 0.11 | 0.12 | 0.16 | 0.23 | 0.19 | 0.48 | 0.69 | 0.9 | 0.6 | 0.43 | 0.29 | 0.39 | 0.4 | 0.3 | 0.68 | NA | NA | NA |
| RSquared | NA | 0.08 | 0.21 | 0.38 | 0.39 | NA | NA | 0.15 | 0.06 | 0.1 | 0.42 | 0.19 | 0.61 | 0.57 | 0.23 | 0.5 | 0.38 | 0.21 | 0.28 | 0.09 | 0.19 | 0.26 | 0.01 | 0.01 | 0.02 | 0.03 | 0.01 | 0.03 | 0.1 | 0.18 | 0.11 | 0.08 | 0.07 | 0.12 | 0.12 | 0.08 | 0.48 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.5 | 4.0 | 5.0 | 5.4 | 4.5 | 4.3 | N/A | 0.0 | 3.8 | 3.7 | 3.7 | 3.4 | 4.0 | 3.9 | 2.7 | 2.7 | 3.7 | 2.8 | 3.1 | 3.7 | 2.9 | 1.9 | 1.9 | 0.6 | 0.0 | 2.0 | 6.4 | 9.8 | 9.8 | 9.3 | 11.0 | 14.3 | 13.9 | 17.3 | 18.0 | 15.9 | 23.2 | 29.9 | 8.5 |
| Dividend Growth(%) | N/A | 7.1 | 41.8 | 71.0 | 69.4 | -38.3 | N/A | N/A | -100.0 | 7.1 | 11.0 | 20.3 | 7.4 | 7.6 | 15.3 | 6.4 | 6.9 | 41.5 | -18.1 | 8.7 | 9.5 | 16.9 | 12.5 | 300.0 | N/A | -100.0 | -81.9 | -21.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.8 | 6.3 | 327.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/1984
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