Globalance World

Financials data per

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Financials data per

This portfolio has a positive 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.

26.8%

Return YTD

88.4%

Last 3 Years Return

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5%0%+5%+10%+15%+20%+25%+30%

Your Portfolio Assets

+26.8%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Moderna, Inc.+170.6%0.2%
Devon Energy Corporation+167.4%0.1%
Bath & Body Works, Inc.+151.7%0.1%
NVIDIA Corporation+144.9%1.9%
Marathon Oil Corporation+137.5%0.0%

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