Globalance World

4.0°C

Warming Potential

58

Total Footprint

57%

Megatrend Exposure

-10.8%

Net Return YTD

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

-17.2%

Net Return YTD

DAX

Financials data per

-10.8%

Net Return YTD

-10.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

18.6%

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%
  • DAX
  • Russell 3000

Top 5 Assets

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

DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Bayer AG+41.4%5.0%
RWE AG+23.8%2.2%
Deutsche Telekom AG+17.4%4.8%
Deutsche Boerse AG+12.8%2.4%
Mercedes-Benz Group AG+2.9%4.2%
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

DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Delivery Hero SE-69.7%0.7%
Zalando SE-49.8%0.9%
HelloFresh SE-48.9%0.6%
Sartorius AG Pref-42.1%0.8%
PUMA SE-40.8%0.6%
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%