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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.49% | 0.88% | -0.39% |
| 3 Months | 1.45% | 0.98% | 0.47% |
| 6 Months | 2.9% | 2.99% | -0.09% |
| 1 Year | 6.3% | 6.69% | -0.39% |
| 2 Year | 6.66% | 7.28% | -0.62% |
| 3 Year | 6.79% | 7.7% | -0.91% |
| 5 Year | 5.78% | 6.35% | -0.57% |
| Since Inception | 5.76% | 6.11% | -0.35% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.46% | 0.49% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.13% | 0.88% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.59% | -0.39% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.59% | 0.53% | 0.68% | 0.57% | 0.55% | 0.5% | 0.48% | 0.47% | 0.47% | 0.47% | 0.48% | 0.5% |
| Benchmark | 0.7% | 0.18% | 1.62% | 1.65% | 0.95% | -0.44% | 0.53% | -0.74% | 0.91% | 0.68% | 0.38% | 0.23% |
| Alpha | -0.11% | 0.35% | -0.94% | -1.08% | -0.4% | 0.94% | -0.05% | 1.21% | -0.44% | -0.21% | 0.1% | 0.27% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0.6% | 0.57% | 0.5% | 0.5% | 0.57% | 0.59% | 0.58% | 0.56% | 0.58% |
| Benchmark | -- | -- | -- | -0.12% | 1.2% | 0.73% | 0.89% | 0.89% | 1.05% | 0.27% | 0.56% | 0.5% |
| Alpha | -- | -- | -- | 0.72% | -0.63% | -0.23% | -0.39% | -0.32% | -0.46% | 0.31% | 0% | 0.08% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.4 | 7 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 15 | 17.9 | 10.5 | 8 | 6.9 | 5.9 | 9.8 | 15.8 | 22.1 | 18.8 | 19.4 | 12.4 |
| 2024 | -- | -- | -- | 4.1 | 2.9 | 1.6 | 2.1 | 6.8 | 10.1 | 10.6 | 16.3 | 15.5 |
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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