1.7°C

Warming Potential

65

Total Footprint

96%

Megatrend Exposure

-26.1%

Net Return YTD

2.8°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

-19.1%

Net Return YTD

Globalance Zukunftbeweger Fonds

Financials data per

-26.1%

Net Return YTD

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Data source: Globalance

-26.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

$0

Portfolio Value (Ref. curr.)

Net Return Since Inception

S&P 500

Financials data per

-19.1%

Net Return YTD

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Data source: Globalance

-19.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

35.7%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-30.0%-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Globalance Zukunftbeweger Fonds
  • S&P 500

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Vertex Pharmaceuticals Incorporated+30.8%1.3%
Ain Holdings Inc.+26.8%1.4%
Stride, Inc.+24.0%1.6%
Solaria Energia y Medio Ambiente, S.A.+20.8%1.4%
BYD Company Limited Class H+17.8%1.3%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+109.4%0.1%
Valero Energy Corporation+46.4%0.1%
Exxon Mobil Corporation+46.0%0.9%
Coterra Energy Inc.+44.7%0.1%
Hess Corporation+43.4%0.1%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zur Rose Group AG-67.8%1.5%
Mercari, Inc.-66.9%1.3%
Etsy, Inc.-63.5%1.5%
Align Technology, Inc.-62.4%1.4%
PayPal Holdings, Inc.-62.1%1.3%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Netflix, Inc.-70.1%0.4%
Etsy, Inc.-63.5%0.0%
Align Technology, Inc.-62.4%0.1%
PayPal Holdings, Inc.-62.1%0.4%
Under Armour, Inc. Class A-59.9%0.0%