Globalance World

3.0°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

13.2%

Return YTD

Select another portfolio to compare performance statistics.

S&P 500

Financials data per

13.2%

Return YTD

+13.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

60.6%

Last 3 Years Return

Select another portfolio to compare performance statistics.

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%
  • S&P 500

Top 5 Assets

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

S&P 500
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Marathon Oil Corporation+105.8%0.0%
Nucor Corporation+88.7%0.1%
Diamondback Energy, Inc.+88.4%0.0%
Devon Energy Corporation+87.9%0.0%
L Brands, Inc.+78.3%0.0%

Select another portfolio to compare performance statistics.

Bottom 5 Assets

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

S&P 500
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Paycom Software, Inc.-26.5%0.1%
MarketAxess Holdings Inc.-21.0%0.1%
Vertex Pharmaceuticals Incorporated-20.7%0.2%
Viatris, Inc.-18.2%0.1%
Verisk Analytics Inc-17.4%0.1%

Select another portfolio to compare performance statistics.