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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.3% | 0.76% | -0.46% |
| 3 Months | 1.05% | 0.86% | 0.19% |
| 6 Months | 2.2% | 2.86% | -0.66% |
| 1 Year | 4.62% | 6.56% | -1.94% |
| 2 Year | 4.7% | 7.21% | -2.51% |
| 3 Year | 4.66% | 7.65% | -2.99% |
| 5 Year | 3.72% | 6.32% | -2.6% |
| Since Inception | 3.65% | 5.83% | -2.18% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.38% | 0.3% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.13% | 0.76% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.51% | -0.46% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.51% | 0.43% | 0.43% | 0.36% | 0.42% | 0.36% | 0.39% | 0.38% | 0.36% | 0.43% | 0.34% | 0.37% |
| Benchmark | 42275.69% | 0.18% | 1.62% | 1.65% | 0.95% | -0.44% | 0.53% | -0.81% | 1.07% | 0.68% | 0.38% | 0.21% |
| Alpha | -42275.18% | 0.25% | -1.19% | -1.29% | -0.53% | 0.8% | -0.14% | 1.19% | -0.71% | -0.25% | -0.04% | 0.16% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0.39% | 0.42% | 0.3% | 0.45% | 0.31% | 0.27% | 0.41% | 0.4% | 0.44% |
| Benchmark | -- | -- | -- | 40868.36% | 1.2% | 0.73% | 0.89% | 0.89% | 1.05% | 42060.36% | 0.56% | 0.5% |
| Alpha | -- | -- | -- | -40867.97% | -0.78% | -0.43% | -0.44% | -0.58% | -0.78% | -42059.95% | -0.16% | -0.06% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 23.1 | 19.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 30 | 31.9 | 33.2 | 40.6 | 46.3 | 42 | 38.3 | 30.1 | 33.4 | 30 | 26.2 | 25.6 |
| 2024 | -- | -- | -- | 15.6 | 13.4 | 9.1 | 8.3 | 12 | 16.2 | 23.2 | 17.6 | 19.6 |
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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