2.8°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

-18.6%

Net Return YTD

4.0°C

Warming Potential

41

Total Footprint

40%

Megatrend Exposure

-15.1%

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

Shanghai Composite Index

Financials data per

-15.1%

Net Return YTD

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Data source: Globalance

-15.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

3.7%

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
  • Shanghai Composite Index

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%
Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Yankuang Energy Group Company Limited Class A+125.6%0.6%
China Shenhua Energy Co. Ltd. Class A+49.7%1.6%
Chifeng Jilong Gold Mining Co. Ltd. Class A+44.6%0.5%
Bank of Jiangsu Co., Ltd. Class A+34.5%0.3%
Shanghai International Airport Co., Ltd. Class A+27.3%0.2%

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%
Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Wingtech Technology Co., Ltd. Class A-60.8%0.5%
Sanan Optoelectronics Co., Ltd. Class A-52.0%0.9%
Yonyou Network Technology Co. Ltd. Class A-49.4%0.9%
Zhejiang Chint Electrics Co., Ltd Class A-48.5%0.4%
Jiangsu Hengli Hydraulic Co., Ltd. Class A-41.2%0.3%