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2.9°C

Warming Potential

62

Total Footprint

74%

Megatrend Exposure

11%

Net Return YTD

–

Warming Potential

–

Total Footprint

–

Megatrend Exposure

–

Net Return YTD

S&P 500

Financials data per

11%

Net Return YTD

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Data source: Globalance

+11%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

87.3%

Net Return Last 3 Years

UBS ETF SXI Real Estate Funds

–

Net Return YTD

Unfortunately, this data is currently not available.

Unfortunately, this data is currently not available.

Unfortunately, this data is currently not available.

Investment Performance

JulAugSepOctNovDecJanFebMarAprMayJunNet Return YTD-10.0%-5.0%0.0%+5.0%+10.0%+15.0%
  • S&P 500
UBS ETF SXI Real Estate Funds: no data available

Top 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Intel Corporation+227.6%0.3%
Micron Technology, Inc.+223.6%0.7%
Seagate Technology Holdings PLC+220.1%0.1%
Western Digital Corporation+208.4%0.2%
Dell Technologies, Inc. Class C+152.8%0.1%

Unfortunately, this data is currently not available.

Bottom 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Intuit Inc.-52.4%0.2%
CoStar Group, Inc.-52.0%0.0%
EPAM Systems, Inc.-50.5%0.0%
Insulet Corporation-49.8%0.0%
Boston Scientific Corporation-48.5%0.2%

Unfortunately, this data is currently not available.