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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 2.19% | 0.45% | 1.74% |
| 3 Months | 0.71% | -3.13% | 3.84% |
| 6 Months | 6.7% | 3.24% | 3.46% |
| 1 Year | 19.83% | 17.3% | 2.53% |
| 2 Year | 7.71% | 8.3% | -0.59% |
| 3 Year | 13.78% | 17.65% | -3.87% |
| 5 Year | 13.13% | 14.77% | -1.64% |
| Since Inception | 15.45% | 13.16% | 2.29% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.51% | 2.19% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.83% | 1.74% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.36% | -7.98% | 6.67% | 3.13% | 1.76% | 2.68% | 0.26% | -2.57% | 1.15% | 2.44% | 2.25% | 1.09% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -2.93% | -0.24% | -0.65% | -0.05% | -1.78% | -1% | 2.97% | -0.82% | -0.09% | -1.83% | 1.29% | 1.33% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.01% | 1.43% | 6.85% | 3.22% | 1.91% | 1.93% | -6.16% | 0.24% | -1.3% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.18% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 0.57% | 0.6% | -0.2% | -1.22% | 0.95% | -0.16% | 0.02% | 0.18% | 0.2% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3338.9 | 3373.1 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 3607.6 | 3264.5 | 3618.3 | 3671.3 | 3594.1 | 3622.9 | 3532.6 | 3409.7 | 3408.8 | 3445.4 | 3465.4 | 3443.7 |
| 2024 | -- | -- | -- | 3789.7 | 3808.9 | 4034.9 | 4177.2 | 4190.7 | 4212.3 | 3948.3 | 3932.1 | 3863 |
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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