| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.64% | -0.09% | 1.73% |
| 3 Months | 5.96% | 3.86% | 2.1% |
| 6 Months | 2.01% | 1.43% | 0.58% |
| 1 Year | 11.38% | 4.72% | 6.66% |
| 2 Year | 8.92% | -0.11% | 9.03% |
| 3 Year | 15.42% | 12.09% | 3.33% |
| 5 Year | 18.07% | 10.91% | 7.16% |
| Since Inception | 20.77% | 14.09% | 6.68% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.21% | 2.5% | -11.69% | 9.87% | -0.78% | 2.48% | 1.73% | 1.64% | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -0.17% | 1.73% | 2.19% | -0.09% | -- | -- | -- | -- |
| Alpha | 2.13% | 2.05% | -0.32% | -0.51% | -0.61% | 0.75% | -0.46% | 1.73% | -- | -- | -- | -- |
| 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 | 10275.2 | 10812.8 | 11548.4 | 12257.2 | 12903.7 | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | -- | -- | -- | 6231.5 | 6954.1 | 7550.2 | 8019.4 |
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