Globalance World

Financials data per

Loading…

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.

-7.3%

Net Return YTD

102.7%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-8%-6%-4%-2%0%+2%

Your Portfolio Assets

-7.3%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Fox Corporation Class A+11.2%0.1%
Fox Corporation Class B+10.0%0.1%
PACCAR Inc+9.3%0.2%
Check Point Software Technologies Ltd.+8.2%0.1%
Intel Corporation+8.2%1.4%

Latest Insights

Globalance assesses and comments: With our Insights, we show you what the developments in the world mean for your assets. The focus is on future-oriented answers to major challenges.

See more assets or a Globalance Portfolio

Register Now