Globalance World

Financials data per

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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.

17.3%

Return YTD

3.8%

Last Year Return

2.4%

Last Month Return

46.0%

Last 3 Years Return

Investment Performance

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

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5%0%+5%+10%+15%+20%+25%

Your Portfolio Assets

+17.3%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Medartis Holding AG+142.2%0.0%
TX Group AG+125.4%0.0%
Swissquote Group Holding Ltd.+114.8%0.1%
Rieter Holding AG+113.0%0.0%
Sensirion Holding AG+110.8%0.0%

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