Globalance World

4.3°C

Warming Potential

40

Total Footprint

37%

Megatrend Exposure

3.4%

Return YTD

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

24.8%

Return YTD

Shanghai Composite Index

Financials data per

3.4%

Return YTD

+3.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

39.3%

Last 3 Years Return

Russell 3000

Financials data per

24.8%

Return YTD

+24.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

87.7%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%+30.0%
  • 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
YTD Return % (Asset curr.)
% of portfolio
China Northern Rare Earth (Group) High-Tech Co., Ltd. Class A+285.2%0.3%
Yanzhou Coal Mining Co. Ltd. Class A+138.5%0.5%
TBEA Co Ltd. Class A+132.2%0.3%
China National Chemical Engineering Co., Ltd Class A+86.3%0.2%
NARI Technology Co., Ltd. Class A+82.8%0.3%
Russell 3000
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
AMC Entertainment Holdings, Inc. Class A+1,845.3%0.0%
GameStop Corp. Class A+1,214.0%0.0%
Avis Budget Group, Inc.+708.6%0.0%
Cassava Sciences, Inc.+673.8%0.0%
Apollo Medical Holdings, Inc.+472.0%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
YTD Return % (Asset curr.)
% of portfolio
Yonghui Superstores Co., Ltd. Class A-43.9%0.2%
Jiangsu Hengrui Pharmaceuticals Co., Ltd. Class A-43.8%1.8%
Ping An Insurance (Group) Company of China, Ltd. Class A-40.2%2.2%
Shanghai International Airport Co., Ltd. Class A-35.8%0.2%
Sany Heavy Industry Co., Ltd. Class A-35.2%0.3%
Russell 3000
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Chegg, Inc.-71.7%0.0%
Peloton Interactive, Inc. Class A-70.9%0.0%
Zillow Group, Inc. Class A-60.5%0.0%
1Life Healthcare, Inc.-60.4%0.0%
Iovance Biotherapeutics Inc-60.3%0.0%