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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
7.7%
Return YTD
16.0%
Last Year Return
4.7%
Last Month Return
39.6%
Last 3 Years Return
The chart below shows your time-weighted return before withholding tax and fees.
Portfolio Year to Date Return
Data source: FactSet
The graph shows you the score for each asset. The shape of each asset is its stylized Footprint-Profile.
Asset Name | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Nikon Corp. | +44.1% | 0.1% | |
| Ricoh Company, Ltd. | +43.9% | 0.1% | |
| JGC Holdings Corporation | +40.2% | 0.1% | |
| INPEX CORPORATION | +38.7% | 0.0% | |
| Konica Minolta, Inc. | +38.1% | 0.0% |