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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 2.22% | 0.08% | 2.14% |
| 3 Months | 4.75% | 1.7% | 3.05% |
| 6 Months | 7.47% | 4.28% | 3.19% |
| 1 Year | 249.36% | 9.7% | 239.66% |
| 2 Year | 100.68% | 10.05% | 90.63% |
| 3 Year | 59.49% | 10.39% | 49.1% |
| 5 Year | 30.88% | 10.18% | 20.7% |
| Since Inception | 8.07% | 10.03% | -1.96% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.05% | 2.53% | 2.22% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | 0.38% | 1.23% | 0.08% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.43% | 1.3% | 2.14% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.01% | -0.06% | 10.61% | 0% | -0.02% | -0.05% | 0.85% | -0.05% | 1% | -0.05% | -0.05% | 2.69% |
| Benchmark | 0.86% | 0.75% | 1.09% | 1.39% | 0.94% | 0.55% | 0.85% | 0.55% | 0.82% | 0.95% | 0.94% | 0.63% |
| Alpha | -0.87% | -0.81% | 9.52% | -1.39% | -0.96% | -0.6% | 0% | -0.6% | 0.18% | -1% | -0.99% | 2.06% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0% | 0% | 0% | 0% | -1.12% | 3.12% | 0.29% | -3.61% | -0.01% |
| Benchmark | -- | -- | -- | 0.56% | 0.75% | 0.81% | 0.95% | 0.82% | 0.98% | 0.87% | 0.8% | 0.69% |
| Alpha | -- | -- | -- | -0.56% | -0.75% | -0.81% | -0.95% | -1.94% | 2.14% | -0.58% | -4.41% | -0.7% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.8 | 3.5 | 3.2 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 41 | 40.9 | 34.1 | 36.8 | 10.9 | 4.6 | 4.4 | 4.4 | 4.3 | 4.3 | 4.3 | 3.8 |
| 2024 | -- | -- | -- | 69.3 | 69.3 | 69.3 | 69.2 | 63.5 | 62.3 | 42.6 | 41 | 41 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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