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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.84% | 0.45% | 1.39% |
| 3 Months | -0.29% | -3.13% | 2.84% |
| 6 Months | 9.74% | 3.24% | 6.5% |
| 1 Year | 22.21% | 17.3% | 4.91% |
| 2 Year | 8.83% | 8.09% | 0.74% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 9.22% | 8.22% | 1% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.02% | 1.84% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.32% | 1.39% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.25% | -7.18% | 5.69% | 3% | 6.5% | 4.32% | -3.8% | -4.27% | 3.53% | 5.65% | 0.62% | 0.95% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -2.82% | 0.56% | -1.63% | -0.18% | 2.96% | 0.64% | -1.09% | -2.52% | 2.29% | 1.38% | -0.34% | 1.19% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.84% | 0.39% | 6.43% | 2.61% | 1.8% | 1.92% | -3.38% | -0.48% | -2.41% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.4% | -0.44% | -0.62% | -1.83% | 0.84% | -0.17% | 3.07% | -0.54% | -0.91% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1222.2 | 1206 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 920.9 | 909.7 | 999.9 | 1061.8 | 1140 | 1202.1 | 1168.4 | 1127.9 | 1167.2 | 1232.3 | 1233.1 | 1258.3 |
| 2024 | -- | -- | -- | 239.4 | 320.5 | 424.4 | 520 | 616.6 | 722.4 | 772.2 | 817.1 | 855.8 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
