Globalance World

Financials data per

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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.

-2.7%

Net Return YTD

43.2%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-3%-2%-1%0%+1%+2%

Your Portfolio Assets

-2.7%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Boeing Company+12.2%4.0%
Caterpillar Inc.+10.7%3.8%
Chevron Corporation+9.9%2.1%
Intel Corporation+8.2%0.9%
Dow, Inc.+7.1%1.1%

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