Globalance World

Financial Returns

Financials data per
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.

2.2%

Net Return YTD

21.5%

Net Return Last 3 Years

Investment Performance

The chart below shows your time-weighted return before withholding tax and after fees.

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4%-2%0%+2%+4%+6%

Your Portfolio Assets

+2.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

See more assets or a Globalance Portfolio

Register Now