Financial Returns

Financials data per
Financials data per

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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.

-21.6%

Net Return YTD

29.7%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25%-20%-15%-10%-5%0%+5%

Your Portfolio Assets

-21.6%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+103.9%0.2%
Enphase Energy, Inc.+52.8%0.1%
Coterra Energy Inc.+48.3%0.1%
Marathon Petroleum Corporation+45.6%0.2%
Exxon Mobil Corporation+44.5%1.2%

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