Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.56% | -1.34% | 2.9% |
| 3 Months | 4.01% | -0.61% | 4.62% |
| 6 Months | 7.92% | 0.69% | 7.23% |
| 1 Year | 15.83% | 3.63% | 12.2% |
| 2 Year | 13.97% | 6.16% | 7.81% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 14.01% | 6.16% | 7.85% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.27% | 1.15% | 1.56% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.13% | 0.88% | -1.34% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.4% | 0.27% | 2.9% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.05% | 1.19% | 1.35% | 1.26% | 1.74% | 1.18% | 1.22% | 1.24% | 1.49% | 1.26% | 1.22% | 1.3% |
| Benchmark | 0.7% | 0.18% | 1.57% | 1.7% | 0.95% | -0.44% | 0.53% | -0.74% | 0.91% | 0.68% | 0.38% | 0.23% |
| Alpha | 0.35% | 1.01% | -0.22% | -0.44% | 0.79% | 1.62% | 0.69% | 1.98% | 0.58% | 0.58% | 0.84% | 1.07% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 1.31% | 1.17% | 0.94% | 1.21% | 1.22% | 1.14% | 1.25% | 1.16% | 3.56% |
| Benchmark | -- | -- | -- | -0.12% | 1.2% | 0.73% | 0.89% | 0.89% | 1.05% | 0.27% | 0.56% | 0.5% |
| Alpha | -- | -- | -- | 1.43% | -0.03% | 0.21% | 0.32% | 0.33% | 0.09% | 0.98% | 0.6% | 3.06% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 101.9 | 102.5 | 86.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 27.8 | 27.9 | 34.2 | 32.1 | 57.1 | 56.8 | 57.1 | 57 | 72 | 71 | 70.8 | 69.8 |
| 2024 | -- | -- | -- | 10.2 | 10.3 | 10.4 | 10.1 | 10.2 | 10.4 | 9.8 | 20 | 22.5 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
ChatGPT
Claude
Perplexity
