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.

10.5%

Return YTD

34.8%

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%

Your Portfolio Assets

+10.5%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Goldman Sachs Group, Inc.+41.6%6.9%
American Express Company+36.9%3.0%
Walgreens Boots Alliance Inc+36.0%1.0%
Chevron Corporation+33.0%2.1%
JPMorgan Chase & Co.+24.4%3.1%

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