2.9°C

Warming Potential

58

Total Footprint

67%

Megatrend Exposure

-23.6%

Net Return YTD

2.6°C

Warming Potential

60

Total Footprint

70%

Megatrend Exposure

-7.7%

Net Return YTD

Russell 3000

Financials data per

-23.6%

Net Return YTD

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Data source: Globalance

-23.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

27.3%

Net Return Last 3 Years

Nikkei 225

Financials data per

-7.7%

Net Return YTD

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Data source: Globalance

-7.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

21.4%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Russell 3000
  • Nikkei 225

Top 5 Assets

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

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
CONSOL Energy Inc+163.8%0.0%
International Seaways, Inc.+133.9%0.0%
Global Blood Therapeutics Inc+131.5%0.0%
Lantheus Holdings Inc+130.5%0.0%
PBF Energy, Inc. Class A+130.1%0.0%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
JGC Holdings Corporation+93.0%0.2%
Mitsubishi Heavy Industries, Ltd.+85.2%0.1%
Mitsubishi Motors Corporation+81.6%0.0%
Takashimaya Company, Limited+61.9%0.1%
Fujikura Ltd+57.7%0.1%

Bottom 5 Assets

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

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Loyalty Ventures, Inc.-94.2%0.0%
Hydrofarm Holdings Group, Inc.-92.4%0.0%
Astra Space, Inc. Class A-91.3%0.0%
Kodiak Sciences, Inc.-91.1%0.0%
Ranpak Holdings Corp Class A-90.5%0.0%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rakuten Group, Inc.-44.5%0.1%
Taiyo Yuden Co., Ltd.-41.6%0.6%
Recruit Holdings Co., Ltd.-41.4%1.9%
OMRON Corporation-41.2%0.9%
Z Holdings Corporation-40.9%0.0%