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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.85% | 0.45% | -1.3% |
| 3 Months | -8.92% | -3.13% | -5.79% |
| 6 Months | -4.71% | 3.24% | -7.95% |
| 1 Year | 14.85% | 17.3% | -2.45% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 14.85% | 17.3% | -2.45% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.75% | -0.85% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -3.41% | -1.3% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | 7.29% | 4.05% | 7.42% | 4.25% | -2.6% | -1.01% | 0.77% | 3.24% | 0.56% | -1.49% |
| Benchmark | -- | -- | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -- | -- | -0.03% | 0.87% | 3.88% | 0.57% | 0.11% | 0.74% | -0.47% | -1.03% | -0.4% | -1.25% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6376.5 | 6300.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | 5941.9 | 6180.4 | 6631.8 | 6914.5 | 6735 | 6665 | 6705.6 | 6912.7 | 6942.5 | 6838.1 |
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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