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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.84% | 0.45% | 0.39% |
| 3 Months | -2.74% | -3.13% | 0.39% |
| 6 Months | -5.91% | 3.24% | -9.15% |
| 1 Year | -4.63% | 17.3% | -21.93% |
| 2 Year | -10.98% | 8.96% | -19.94% |
| 3 Year | 6.31% | 17.65% | -11.34% |
| 5 Year | 11.95% | 14.77% | -2.82% |
| Since Inception | 30.21% | 12.55% | 17.66% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.08% | 0.84% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -6.74% | 0.39% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -9.66% | -10.27% | -5.11% | 8.15% | 14.59% | -4.36% | -4% | -6.21% | 10.19% | -0.27% | -11.92% | 7.26% |
| 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 | -6.23% | -2.53% | -12.43% | 4.97% | 11.05% | -8.04% | -1.29% | -4.46% | 8.95% | -4.54% | -12.88% | 7.5% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 16.73% | -1.68% | 7.79% | 2.2% | 5.56% | 1.62% | -4.18% | 0.91% | -2.7% |
| Benchmark | -- | -- | -- | 3.87% | 0.41% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 12.86% | -2.09% | 0.74% | -2.24% | 4.6% | -0.47% | 2.27% | 0.85% | -1.2% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.6 | 8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 11.5 | 10.3 | 9.8 | 10.6 | 12.2 | 10.8 | 10.4 | 9.7 | 10.7 | 10.4 | 9 | 9.6 |
| 2024 | -- | -- | -- | 11.4 | 11.8 | 12.7 | 12.9 | 13.3 | 13.5 | 13 | 13.1 | 12.7 |
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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