Globalance World

3.3°C

Warming Potential

57

Total Footprint

66%

Megatrend Exposure

-10.5%

Net Return YTD

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

-17.2%

Net Return YTD

SPI

Financials data per

-10.5%

Net Return YTD

-10.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

26.8%

Net Return Last 3 Years

Russell 3000

Financials data per

-17.2%

Net Return YTD

-17.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

45%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • SPI
  • Russell 3000

Top 5 Assets

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

SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Burkhalter Holding AG+25.1%0.0%
mobilezone holding AG+20.3%0.0%
Banque Cantonale Vaudoise+16.7%0.1%
Helvetia Holding Ltd+16.7%0.2%
Baloise-Holding AG+16.0%0.4%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+126.1%0.1%
Antero Resources Corporation+125.0%0.0%
EQT Corporation+105.1%0.0%
Helmerich & Payne, Inc.+105.0%0.0%
Coterra Energy Inc.+76.5%0.0%

Bottom 5 Assets

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

SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Molecular Partners AG-60.2%0.0%
Zur Rose Group AG-54.6%0.2%
Bachem Holding AG Class B-49.9%0.3%
Tecan Group AG-45.6%0.4%
COMET Holding AG-44.9%0.2%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Kodiak Sciences, Inc.-91.9%0.0%
Vroom, Inc.-87.1%0.0%
Carvana Co. Class A-87.0%0.1%
fuboTV Inc.-79.2%0.0%
Skillz Inc. Class A-76.6%0.0%