Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.07% | 0.45% | -0.38% |
| 3 Months | -2.94% | -3.13% | 0.19% |
| 6 Months | 2.55% | 3.24% | -0.69% |
| 1 Year | 10.74% | 17.3% | -6.56% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -1.97% | 0.56% | -2.53% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.59% | 0.07% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.75% | -0.38% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -1.69% | -5.69% | 4.71% | 2.39% | 1.36% | 2.87% | -2.28% | -1.14% | 0.41% | 3.97% | 1.13% | -0.51% |
| 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 | 1.74% | 2.05% | -2.61% | -0.79% | -2.18% | -0.81% | 0.43% | 0.61% | -0.83% | -0.3% | 0.17% | -0.27% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | 0% | 1.81% | -6.21% | -0.74% | -1.63% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | 0% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | 0% | -0.28% | 0.24% | -0.8% | -0.13% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 12.4 | 13.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 3.2 | 3 | 3.1 | 4.2 | 4.2 | 4.4 | 4.3 | 4.9 | 7.6 | 8.5 | 9.1 | 12.2 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | 0.9 | 0.9 | 0.9 | 0.9 | 2.2 |
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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