Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.87% | -1.34% | 2.21% |
| 3 Months | 2.25% | -0.61% | 2.86% |
| 6 Months | 4.95% | 0.69% | 4.26% |
| 1 Year | 11.44% | 3.58% | 7.86% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 11.68% | 4.69% | 6.99% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.65% | 0.71% | 0.87% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.13% | 0.88% | -1.34% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.78% | -0.17% | 2.21% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | 0% | 0.76% | 1.36% | 1.01% | 1.12% | 1.01% | 0.86% | 0.67% | 1.03% | 0.94% | 0.64% |
| Benchmark | -- | 0% | 1.62% | 1.65% | 0.95% | -0.44% | 0.53% | -0.74% | 0.91% | 0.68% | 0.38% | 0.23% |
| Alpha | -- | 0% | -0.86% | -0.29% | 0.06% | 1.56% | 0.48% | 1.6% | -0.24% | 0.35% | 0.56% | 0.41% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 105.5 | 153.8 | 149.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | 30.2 | 47 | 58.5 | 64.3 | 68.7 | 73 | 87.8 | 89.5 | 92.6 | 96.5 | 110.8 |
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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Claude
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