Globalance World

4.3°C

Warming Potential

41

Total Footprint

37%

Megatrend Exposure

-15.2%

Net Return YTD

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

-18.3%

Net Return YTD

Shanghai Composite Index

Financials data per

-15.2%

Net Return YTD

-15.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

7.1%

Net Return Last 3 Years

Russell 3000

Financials data per

-18.3%

Net Return YTD

-18.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

41.1%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Shanghai Composite Index
  • Russell 3000

Top 5 Assets

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

Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
China Resources Double-Crane Pharmaceutical Co., Ltd. Class A+117.7%0.1%
Yankuang Energy Group Company Limited Class A+53.3%0.5%
China Shenhua Energy Co. Ltd. Class A+39.6%1.4%
Bank of Nanjing Co., Ltd. Class A+30.4%1.0%
Bank of Jiangsu Co., Ltd. Class A+22.6%0.3%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+134.8%0.1%
Antero Resources Corporation+107.3%0.0%
Helmerich & Payne, Inc.+104.9%0.0%
EQT Corporation+95.9%0.0%
Marathon Oil Corporation+73.6%0.0%

Bottom 5 Assets

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

Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Raytron Technology Co., Ltd. Class A-50.6%0.9%
Yonyou Network Technology Co. Ltd. Class A-47.7%0.9%
Sanan Optoelectronics Co., Ltd. Class A-43.7%0.8%
Jiangsu Hengrui Pharmaceuticals Co., Ltd. Class A-41.9%1.8%
Jiangsu Hengli Hydraulic Co., Ltd. Class A-40.9%0.4%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Kodiak Sciences, Inc.-92.8%0.0%
Vroom, Inc.-86.1%0.0%
Carvana Co. Class A-82.1%0.1%
fuboTV Inc.-78.2%0.0%
Skillz Inc. Class A-75.1%0.0%