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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -18.81% | -11.3% | -7.51% |
| 3 Months | -19.11% | -14.44% | -4.67% |
| 6 Months | -9.44% | -9.02% | -0.42% |
| 1 Year | -2.07% | -3.99% | 1.92% |
| 2 Year | 6.3% | 1.19% | 5.11% |
| 3 Year | 11.61% | 10.02% | 1.59% |
| 5 Year | 6.39% | 10.01% | -3.62% |
| Since Inception | 8.18% | 11.55% | -3.37% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.58% | 1.23% | -18.81% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -11.3% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.46% | 1.74% | -7.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.63% | -5.61% | 8.36% | 4.65% | 4.73% | 7.4% | -7.07% | -3.58% | 2.54% | 7.78% | 4.02% | -0.15% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -6.18% | 0.18% | 2.05% | 1.17% | 2.81% | 4.03% | -4.3% | -2.37% | 1.77% | 3.16% | 2.1% | 0.13% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.3% | -3.31% | 4.81% | 3.79% | 4.53% | 3.36% | -2.44% | -0.47% | 3.98% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 4.06% | -3.34% | -1.96% | -0.21% | 3.17% | 1.08% | 3.68% | -0.21% | 6% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2 | 2 | 1.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1.6 | 1.5 | 1.7 | 1.7 | 1.8 | 2 | 1.8 | 1.8 | 1.8 | 1.9 | 2 | 2 |
| 2024 | -- | -- | -- | 1.5 | 1.5 | 1.5 | 1.6 | 1.7 | 1.7 | 1.7 | 1.7 | 1.7 |
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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