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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -11.69% | -11.37% | -0.32% |
| 3 Months | -10.58% | -13.94% | 3.36% |
| 6 Months | -4.22% | -9.62% | 5.4% |
| 1 Year | 6% | -3.12% | 9.12% |
| 2 Year | 10.7% | 1.32% | 9.38% |
| 3 Year | 20.97% | 12.89% | 8.08% |
| 5 Year | 22.02% | 11.76% | 10.26% |
| Since Inception | 19.97% | 13.17% | 6.8% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.21% | 2.5% | -11.69% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 2.13% | 2.05% | -0.32% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | 0.67% | 5.5% | 1.49% | 0.03% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -0.57% | 1.23% | 0.53% | 0.27% |
| 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 | 8402.4 | 9127 | 8689.3 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | 6231.5 | 6954.1 | 7550.2 | 8019.4 |
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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