| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 14.29% | -0.09% | 14.38% |
| 3 Months | 30.66% | 3.86% | 26.8% |
| 6 Months | 52.64% | 1.43% | 51.21% |
| 1 Year | 51.17% | 4.72% | 46.45% |
| 2 Year | 30.4% | -0.11% | 30.51% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 43.42% | 4.61% | 38.81% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.28% | 5.71% | -15.18% | 38.89% | -0.84% | 14.91% | -0.51% | 14.29% | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -0.17% | 1.73% | 2.19% | -0.09% | -- | -- | -- | -- |
| Alpha | -0.94% | 5.26% | -3.81% | 28.51% | -0.67% | 13.18% | -2.7% | 14.38% | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -8.91% | -17.99% | 4.37% | 12.74% | 13.86% | 5.61% | 5.42% | -6.33% | 2.91% | 5.34% | -7.4% | -2.48% |
| 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 | -5.48% | -10.25% | -2.95% | 9.56% | 10.32% | 1.93% | 8.13% | -4.58% | 1.67% | 1.07% | -8.36% | -2.24% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | 0% | 11.01% | 10.52% | 9.15% | -0.86% | 2.58% | 7.53% | -1.49% |
| Benchmark | -- | -- | -- | -- | 0% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -- | 0% | 3.96% | 6.08% | 8.19% | -2.95% | 9.03% | 7.47% | 0.01% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 86.6 | 93.1 | 79.4 | 115.9 | 117.5 | 135 | 139.8 | 152.1 | -- | -- | -- | -- |
| 2025 | 69.4 | 56.7 | 57.4 | 75.8 | 83.2 | 90.9 | 98.3 | 88.6 | 93.3 | 98.2 | 91.4 | 90.6 |
| 2024 | -- | -- | -- | -- | 7.9 | 49 | 59.8 | 69.8 | 67.6 | 69.9 | 74.1 | 76 |
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