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This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.
0.8%
Return YTD
43.6%
Last Year Return
0.9%
Last Month Return
79.1%
Last 3 Years Return
The chart below shows your time-weighted return before withholding tax and fees.
Portfolio Year to Date Return
Data source: FactSet
The graph shows you the score for each asset. The shape of each asset is its stylized Footprint-Profile.
Asset Name | YTD Return % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Moderna, Inc. | +40.5% | 0.2% | |
| Baidu, Inc. Sponsored ADR Class A | +39.6% | 0.3% | |
| Applied Materials, Inc. | +36.4% | 0.5% | |
| Fox Corporation Class A | +30.3% | 0.1% | |
| Fox Corporation Class B | +24.8% | 0.1% |