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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -8.19% | 0.58% | -8.77% |
| 3 Months | -20.87% | -0.49% | -20.38% |
| 6 Months | -25.43% | 4.41% | -29.84% |
| 1 Year | -27.3% | 14.56% | -41.86% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -46.64% | 6.59% | -53.23% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -9.05% | -8.19% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.16% | 0.58% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -7.89% | -8.77% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -14.88% | -17.09% | -2.06% | -9.58% | 18.87% | -4.76% | 2.06% | -4.72% | -3.93% | -0.72% | -1.2% | -5.23% |
| Benchmark | -1.11% | -3.92% | 3.95% | 2.34% | 2.57% | 2.41% | -0.93% | -0.5% | 1.53% | 2.55% | 0.78% | 0.1% |
| Alpha | -13.77% | -13.17% | -6.01% | -11.92% | 16.3% | -7.17% | 2.99% | -4.22% | -5.46% | -3.27% | -1.98% | -5.33% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 19.1 | 17.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 23.5 | 19.5 | 18.2 | 16.5 | 23.3 | 22.2 | 25.9 | 26.7 | 25.6 | 25.4 | 27.2 | 24.8 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 27.6 |
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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