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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 12.64% | 10.38% | 2.26% |
| 3 Months | -0.83% | -1.73% | 0.9% |
| 6 Months | -1.69% | -4.33% | 2.64% |
| 1 Year | 14.45% | 3.64% | 10.81% |
| 2 Year | 7.99% | 4.67% | 3.32% |
| 3 Year | 22% | 14.94% | 7.06% |
| 5 Year | 18.92% | 13.88% | 5.04% |
| Since Inception | 13.85% | 14.08% | -0.23% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.01% | -0.8% | -11.25% | 12.64% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.67% | -1.25% | 0.12% | 2.26% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.62% | -8.56% | 6.53% | 1.19% | 3.87% | 6.31% | -3.45% | -0.61% | 4.86% | 4.77% | 2.21% | 1.04% |
| 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 | -2.19% | -0.82% | -0.79% | -1.99% | 0.33% | 2.63% | -0.74% | 1.14% | 3.62% | 0.5% | 1.25% | 1.28% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 10.61% | -1.28% | 8.64% | 4.73% | 1.27% | 2.01% | -5.32% | -1% | 0.7% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 7.17% | -2.11% | 1.59% | 0.29% | 0.31% | -0.08% | 1.13% | -1.06% | 2.2% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 22.4 | 22.2 | 19.7 | 22.2 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 20.5 | 18.7 | 19.9 | 20.3 | 20.4 | 21.9 | 20.9 | 20.8 | 21.8 | 22.8 | 23.3 | 23.3 |
| 2024 | -- | -- | -- | 19.6 | 19.4 | 21.1 | 21.8 | 21.9 | 22.2 | 21.6 | 21.5 | 21.6 |
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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