Globalance World

Financial Returns

Financials data per
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.

12.5%

Net Return YTD

82.0%

Net Return Last 3 Years

Investment Performance

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

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

Your Portfolio Assets

+12.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Sandisk Corporation+411.8%0.1%
Seagate Technology Holdings PLC+211.4%0.1%
Micron Technology, Inc.+188.5%0.7%
Intel Corporation+144.4%0.3%
Advanced Micro Devices, Inc.+122.3%0.5%

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