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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.52% | -0.51% | 1.03% |
| 3 Months | -1.8% | -3.8% | 2% |
| 6 Months | 4.86% | 3.36% | 1.5% |
| 1 Year | 18.98% | 15.07% | 3.91% |
| 2 Year | 11.18% | 8.28% | 2.9% |
| 3 Year | 20.84% | 14.64% | 6.2% |
| 5 Year | 14.76% | 12.94% | 1.82% |
| Since Inception | 15.28% | 13.93% | 1.35% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.05% | 0.52% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.99% | 1.03% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -4.54% | -7.59% | 7.51% | 3.01% | 3.54% | 3.22% | -2.44% | -1.74% | 1.72% | 4.07% | 0.87% | -0.25% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -4.09% | -1.8% | 1.2% | -0.47% | 1.62% | -0.15% | 0.33% | -0.53% | 0.95% | -0.55% | -1.05% | 0.03% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 3.27% | 2.56% | 6.58% | 3.24% | 1.03% | 2.31% | -6.26% | 1.07% | 1.08% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 2.03% | 2.53% | -0.19% | -0.76% | -0.33% | 0.03% | -0.14% | 1.33% | 3.1% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 220.3 | 220 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 213.1 | 196.7 | 211.4 | 221.6 | 231.9 | 239.2 | 232.2 | 222.5 | 221.8 | 225.5 | 228.5 | 224.6 |
| 2024 | -- | -- | -- | 213.8 | 218.4 | 232 | 238.6 | 237.7 | 242.7 | 224.9 | 223.8 | 225.7 |
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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