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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.48% | 0.45% | 1.03% |
| 3 Months | -0.63% | -3.13% | 2.5% |
| 6 Months | 3.73% | 3.24% | 0.49% |
| 1 Year | 17.81% | 17.3% | 0.51% |
| 2 Year | 6.53% | 8.3% | -1.77% |
| 3 Year | 14.44% | 17.65% | -3.21% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 13.59% | 15% | -1.41% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.75% | 1.48% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.59% | 1.03% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.41% | -6.24% | 6.43% | 3.45% | 1.96% | 1.95% | 2.13% | -2.87% | 0.1% | 1.87% | 2.88% | 0.69% |
| 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 | -1.98% | 1.5% | -0.89% | 0.27% | -1.58% | -1.73% | 4.84% | -1.12% | -1.14% | -2.4% | 1.92% | 0.93% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.16% | -0.17% | 6.62% | 1.54% | 1.11% | 2.8% | -5.69% | -0.21% | -1.28% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.18% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.72% | -1% | -0.43% | -2.9% | 0.15% | 0.71% | 0.49% | -0.27% | 0.22% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 800.1 | 807.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 802.8 | 759.9 | 802.3 | 831.2 | 844.9 | 857.6 | 859.5 | 827 | 815.8 | 819.9 | 834.1 | 832.4 |
| 2024 | -- | -- | -- | 705.4 | 727.9 | 794 | 823.4 | 850.5 | 881.6 | 846.7 | 853 | 850.7 |
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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