2.8°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

-18.6%

Net Return YTD

2.9°C

Warming Potential

58

Total Footprint

67%

Megatrend Exposure

-22.6%

Net Return YTD

Dow Jones Indust A

Financials data per

-18.6%

Net Return YTD

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Data source: Globalance

-18.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

9.8%

Net Return Last 3 Years

Russell 3000

Financials data per

-22.6%

Net Return YTD

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Data source: Globalance

-22.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

27.4%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Dow Jones Indust A
  • Russell 3000

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Signify Health, Inc. Class A+104.5%0.0%
Occidental Petroleum Corporation+103.9%0.2%
EQT Corporation+91.0%0.0%
H&R Block, Inc.+89.5%0.0%
Unum Group+62.1%0.0%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
CONSOL Energy Inc+164.2%0.0%
Lantheus Holdings Inc+136.6%0.0%
Global Blood Therapeutics Inc+132.3%0.0%
International Seaways, Inc.+131.5%0.0%
PBF Energy, Inc. Class A+130.4%0.0%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A-88.7%0.0%
Upstart Holdings, Inc.-85.8%0.0%
Novavax, Inc.-85.3%0.0%
Invitae Corp.-84.0%0.0%
Redfin Corporation-83.9%0.0%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Loyalty Ventures, Inc.-94.8%0.0%
Hydrofarm Holdings Group, Inc.-92.3%0.0%
Astra Space, Inc. Class A-90.6%0.0%
Kodiak Sciences, Inc.-90.6%0.0%
Ranpak Holdings Corp Class A-89.7%0.0%