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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 10.51% | 10.38% | 0.13% |
| 3 Months | -0.93% | -1.73% | 0.8% |
| 6 Months | -0.22% | -4.33% | 4.11% |
| 1 Year | 2.59% | 3.64% | -1.05% |
| 2 Year | 2.91% | 4.67% | -1.76% |
| 3 Year | 14.42% | 14.94% | -0.52% |
| 5 Year | 14.57% | 13.88% | 0.69% |
| Since Inception | 17.26% | 14.68% | 2.58% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.43% | 2.18% | -12.27% | 10.51% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.91% | 1.73% | -0.9% | 0.13% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6% | -6.18% | 7.59% | 3.33% | -0.4% | 3.41% | -0.07% | -2.8% | -0.35% | 3.14% | 2.21% | 0.89% |
| 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 | -2.57% | 1.56% | 0.27% | 0.15% | -3.94% | -0.27% | 2.64% | -1.05% | -1.59% | -1.13% | 1.25% | 1.13% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.5% | -0.27% | 7.72% | 1.21% | 0.34% | 2.9% | -5.59% | 0.18% | -0.82% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.18% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 2.06% | -1.1% | 0.67% | -3.23% | -0.62% | 0.81% | 0.59% | 0.12% | 0.68% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 21314 | 21804.2 | 19129.2 | 21139.5 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 21825.3 | 20475.7 | 22029.3 | 22761.6 | 22669.3 | 23442.8 | 23426.8 | 22772.7 | 22692.1 | 23404 | 23920.4 | 24131.9 |
| 2024 | -- | -- | -- | 22048.4 | 21989.1 | 23687 | 23972.5 | 24054.1 | 24751 | 23367.1 | 23408.3 | 23217.5 |
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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