Globalance World

3.1°C

Warming Potential

57

Total Footprint

66%

Megatrend Exposure

21.5%

Return YTD

3.2°C

Warming Potential

58

Total Footprint

64%

Megatrend Exposure

20.6%

Return YTD

Russell 3000

Financials data per

21.5%

Return YTD

+21.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

75.2%

Last 3 Years Return

MSCI World

Financials data per

20.6%

Return YTD

+20.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

62.3%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • Russell 3000
  • MSCI World

Top 5 Assets

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

Russell 3000
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
AMC Entertainment Holdings, Inc. Class A+1,750.9%0.0%
GameStop Corp. Class A+864.5%0.0%
Peabody Energy Corporation+481.3%0.0%
Prothena Corp. Plc+409.2%0.0%
Veritiv Corp+399.1%0.0%
MSCI World
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Moderna, Inc.+225.0%0.1%
Devon Energy Corporation+158.3%0.0%
Cloudflare Inc Class A+139.5%0.0%
Vivendi SE+126.8%0.1%
Fortinet, Inc.+125.1%0.1%

Bottom 5 Assets

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

Russell 3000
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
GTT Communications, Inc.-98.0%0.0%
Ontrak, Inc.-85.2%0.0%
Odonate Therapeutics, Inc.-83.8%0.0%
Immunovant Inc-81.7%0.0%
Ardelyx, Inc.-81.6%0.0%
MSCI World
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
TeamViewer AG-68.2%0.0%
Sarepta Therapeutics, Inc.-52.5%0.0%
Sands China Ltd.-48.4%0.0%
NIPPON PAINT HOLDINGS CO.LTD.-46.8%0.0%
Galapagos NV-45.2%0.0%