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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -2.24% | -0.51% | -1.73% |
| 3 Months | 2.52% | -3.8% | 6.32% |
| 6 Months | 9.97% | 3.36% | 6.61% |
| 1 Year | 7.97% | 15.07% | -7.1% |
| 2 Year | 6.27% | 8.29% | -2.02% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 7.66% | 12.8% | -5.14% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.42% | -2.24% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 5.46% | -1.73% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.09% | -2.78% | 3.73% | 2.44% | 1.48% | 1.83% | -9.54% | -1.26% | 2.11% | 3.67% | 1.38% | 2.39% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | 0.54% | 3.01% | -2.58% | -1.04% | -0.44% | -1.54% | -6.77% | -0.05% | 1.34% | -0.95% | -0.54% | 2.67% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -0.3% |
| Benchmark | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -2.02% |
| Alpha | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.72% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.7 | 0.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 13 | 13.6 | 14.1 | 11.1 | 4 | 4.1 | 0 | 0.8 | 0.9 | 1.3 | 1.3 | 1.9 |
| 2024 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.2 |
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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