Financial Returns

Financials data per
Financials data per


Financials data per

This portfolio has a negative performance

Financial Returns and other Investment Results

This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.


Net Return YTD


Portfolio Value (Ref. curr.)

Net Return Since Inception

Investment Performance

The chart below shows your time-weighted return before withholding tax and after fees.

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-6%-5%-4%-3%-2%-1%0%+1%

The Asset Classes

The chart below shows the portfolio diversification according to asset classes. By moving the cursor onto different circles the corresponding values, returns and weights are displayed.

Unfortunately, this data is currently not available.

Your Portfolio Assets

Unfortunately, we could not load your data.

Unfortunately, this data is currently not available.

Latest Insights

Globalance assesses and comments: With our Insights, we show you what the developments in the world mean for your assets. The focus is on future-oriented answers to major challenges.

See more assets or a Globalance Portfolio

Register Now