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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -10.87% | -11.37% | 0.5% |
| 3 Months | -11.31% | -13.94% | 2.63% |
| 6 Months | -7.27% | -9.62% | 2.35% |
| 1 Year | -0.32% | -3.12% | 2.8% |
| 2 Year | 3.22% | 1.32% | 1.9% |
| 3 Year | 20.24% | 12.89% | 7.35% |
| 5 Year | 21.31% | 11.76% | 9.55% |
| Since Inception | 22.39% | 14.54% | 7.85% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.2% | -- | -10.87% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 2.14% | -- | 0.5% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.26% | -8.89% | 6.58% | 2.22% | 3.72% | 2.79% | -2.01% | -2.61% | 3.36% | 3.78% | 0.52% | 0.22% |
| 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 | 0.17% | -1.15% | -0.74% | -0.96% | 0.18% | -0.89% | 0.7% | -0.86% | 2.12% | -0.49% | -0.44% | 0.46% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 7.47% | 2.23% | 3.28% | 4.69% | 3.65% | 0.84% | -5.8% | -0.24% | -2.5% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 4.03% | 1.4% | -3.77% | 0.25% | 2.69% | -1.25% | 0.65% | -0.3% | -1% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 61 | -- | 54.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 57.7 | 53.4 | 57.9 | 59.9 | 62.7 | 65 | 64.2 | 62.8 | 64 | 65.6 | 66 | 62.7 |
| 2024 | -- | -- | -- | 47.7 | 48.8 | 50.4 | 53.1 | 54.4 | 60.3 | 57.9 | 58.9 | 58.6 |
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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