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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 2.43% | 0.45% | 1.98% |
| 3 Months | -1.91% | -3.13% | 1.22% |
| 6 Months | 4.08% | 3.24% | 0.84% |
| 1 Year | 23.12% | 17.3% | 5.82% |
| 2 Year | 14.97% | 8.09% | 6.88% |
| 3 Year | 21.69% | 17.66% | 4.03% |
| 5 Year | 20.14% | 14.78% | 5.36% |
| Since Inception | 15.7% | 12.57% | 3.13% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.93% | 2.43% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.41% | 1.98% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.9% | -10.81% | 7% | 2.17% | 9.01% | 6.01% | -2.14% | -4.33% | -0.45% | 4.1% | 2.39% | -- |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -- |
| Alpha | -3.47% | -3.07% | -0.32% | -1.01% | 5.47% | 2.33% | 0.57% | -2.58% | -1.69% | -0.17% | 1.43% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 6.01% | 3.04% | 9.08% | 5.17% | -0.61% | 2.07% | -1.28% | 0.56% | 1.02% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 1.7% | 3.25% | 2.52% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 2.57% | 2.21% | 2.03% | 3.47% | -3.86% | -0.45% | 5.17% | 0.5% | 2.52% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 67.4 | 76.5 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 35.6 | 33.1 | 36 | 40.3 | 45.3 | 49.6 | 50.3 | 48.2 | 50.3 | 53.5 | 63.2 | -- |
| 2024 | -- | -- | -- | 28.5 | 29.4 | 32.1 | 34.1 | 34.9 | 34.3 | 34.1 | 33.5 | 33.9 |
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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