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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.75% | 0.45% | 1.3% |
| 3 Months | -4.8% | -3.13% | -1.67% |
| 6 Months | -5.45% | 3.24% | -8.69% |
| 1 Year | 7.58% | 17.3% | -9.72% |
| 2 Year | -1.42% | 8.09% | -9.51% |
| 3 Year | 13.2% | 17.66% | -4.46% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 8.48% | 10.91% | -2.43% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.43% | 1.75% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.09% | 1.3% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -13.34% | -11.58% | 6.61% | -1.85% | 13.91% | 0.65% | -1.73% | -3.56% | -0.08% | 1.74% | -2.3% | -3.12% |
| 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 | -9.91% | -3.84% | -0.71% | -5.03% | 10.37% | -3.03% | 0.98% | -1.81% | -1.32% | -2.53% | -3.26% | -2.88% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.84% | 1.58% | 8.99% | 2.21% | 1.14% | 2.36% | -7.33% | 3.09% | 1.18% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 2.4% | 0.75% | 1.94% | -2.23% | 0.18% | 0.27% | -0.88% | 3.03% | 2.68% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 161.7 | 158.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 210.3 | 190.1 | 206.9 | 203.5 | 231.5 | 233.4 | 227.8 | 213 | 210.9 | 205.3 | 187.5 | 174.5 |
| 2024 | -- | -- | -- | 140.9 | 155.3 | 175.6 | 190.4 | 204.8 | 214.7 | 211.7 | 222.4 | 232.8 |
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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