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.

13.7%

Return YTD

31.0%

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%

Your Portfolio Assets

+13.7%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Goldman Sachs Group, Inc.+50.3%6.9%
American Express Company+44.4%3.0%
Microsoft Corporation+35.4%4.7%
Cisco Systems, Inc.+29.1%1.0%
JPMorgan Chase & Co.+29.0%3.1%

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