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.

10.5%

Net Return YTD

83.1%

Net Return Last 3 Years

Investment Performance

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

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

Your Portfolio Assets

+10.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Intel Corporation+129.1%1.1%
Western Digital Corporation+127.0%0.5%
Micron Technology, Inc.+76.7%2.3%
Texas Instruments Incorporated+53.6%1.0%
Advanced Micro Devices, Inc.+50.9%1.7%

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