Financial Returns

Financials data per
Financials data per

Loading…

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.

20.8%

Net Return YTD

41.2%

Net Return Last 3 Years

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5%0%+5%+10%+15%+20%+25%

Your Portfolio Assets

+20.8%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Advantest Corp.+113.0%2.8%
Renesas Electronics Corporation+101.1%0.2%
SCREEN Holdings Co., Ltd+78.9%0.3%
Kobe Steel, Ltd.+78.3%0.0%
Tokyo Electron Ltd.+54.5%5.4%

Latest Insights

Globalance assesses and comments: With our Insights, we show you what the developments in the world mean for your assets. The focus is on future-oriented answers to major challenges.

See more assets or a Globalance Portfolio

Register Now