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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -10.21% | -11.37% | 1.16% |
| 3 Months | -11.94% | -13.94% | 2% |
| 6 Months | -10% | -9.62% | -0.38% |
| 1 Year | -2.9% | -3.12% | 0.22% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -0.65% | -2.78% | 2.13% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.57% | -- | -10.21% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.23% | -- | 1.16% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0% | -1.46% | 3.69% | 2.58% | 3.65% | 3.85% | -1.57% | -1.45% | 0.48% | 3.31% | 0.08% | -1.19% |
| Benchmark | 0% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | 0% | 6.28% | -3.63% | -0.6% | 0.11% | 0.17% | 1.14% | 0.3% | -0.76% | -0.96% | -0.88% | -0.95% |
| 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 | 53 | -- | 49.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 0.5 | 0.5 | 2.5 | 6.6 | 14.5 | 31.3 | 39.3 | 42 | 44.3 | 46.8 | 51.1 | 53.4 |
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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Claude
Perplexity
