Globalance World

Financials data per

Loading…

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.

14.6%

Return YTD

3.5%

Last Year Return

1.9%

Last Month Return

29.7%

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%

Your Portfolio Assets

+14.6%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Deutsche Post AG+46.9%3.8%
Merck KGaA+45.0%1.6%
Volkswagen AG Pref+32.2%3.7%
E.ON SE+28.0%1.7%
Siemens AG+27.7%8.8%

See more assets or a Globalance Portfolio

Register Now