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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.77% | 0.76% | 0.01% |
| 3 Months | 2.2% | 0.86% | 1.34% |
| 6 Months | 4.95% | 2.87% | 2.08% |
| 1 Year | 11.02% | 6.56% | 4.46% |
| 2 Year | 10.75% | 7.21% | 3.54% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 10.08% | 7.4% | 2.68% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.63% | 0.77% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.11% | 0.76% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.74% | 0.01% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.74% | 0.9% | 1.15% | 0.99% | 1.07% | 0.76% | 0.78% | 0.8% | 0.78% | 0.93% | 0.95% | 0.78% |
| Benchmark | 0.7% | 0.18% | 1.62% | 1.65% | 0.95% | -0.44% | 0.53% | -0.74% | 0.91% | 0.68% | 0.38% | 0.21% |
| Alpha | 0.04% | 0.72% | -0.47% | -0.66% | 0.12% | 1.2% | 0.25% | 1.54% | -0.13% | 0.25% | 0.57% | 0.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0.58% | 0.76% | 0.86% | 0.9% | 0.92% | 0.93% | 0.91% | 0.67% | 0.87% |
| Benchmark | -- | -- | -- | -0.12% | 1.2% | 0.73% | 0.89% | 0.89% | 1.05% | 0.27% | 0.56% | 0.5% |
| Alpha | -- | -- | -- | 0.7% | -0.44% | 0.13% | 0.01% | 0.03% | -0.12% | 0.64% | 0.11% | 0.37% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 280.1 | 239.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 118.6 | 121.1 | 152.3 | 160.3 | 162.9 | 182.8 | 191.5 | 172 | 228 | 263.3 | 265.5 | 267.5 |
| 2024 | -- | -- | -- | 67.7 | 70.1 | 78.6 | 84.3 | 97.8 | 108.9 | 110.4 | 111.7 | 119.2 |
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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