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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 8.41% | 10.38% | -1.97% |
| 3 Months | -5.12% | -1.73% | -3.39% |
| 6 Months | -10.92% | -4.33% | -6.59% |
| 1 Year | -9.09% | 3.64% | -12.73% |
| 2 Year | -3.15% | 4.67% | -7.82% |
| 3 Year | 2.54% | 14.94% | -12.4% |
| 5 Year | 2.25% | 13.88% | -11.63% |
| Since Inception | 6.82% | 17.62% | -10.8% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.77% | -1.07% | -11.53% | 8.41% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.43% | -1.52% | -0.16% | -1.97% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.51% | -6.61% | 5.85% | 1.83% | 3.08% | 4.32% | -5.87% | -1.45% | -1.18% | 3.52% | 0.75% | -2.15% |
| 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 | 0.92% | 1.13% | -1.47% | -1.35% | -0.46% | 0.64% | -3.16% | 0.3% | -2.42% | -0.75% | -0.21% | -1.91% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 2.97% | -1.36% | 7.81% | 2.26% | 1.26% | 3.58% | -5.82% | -1.93% | -0.18% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -0.47% | -2.19% | 0.76% | -2.18% | 0.3% | 1.49% | 0.63% | -1.99% | 1.32% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 95.5 | 83.8 | 73.7 | 73.9 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 282.7 | 249.1 | 259 | 180 | 153.7 | 155.6 | 145.8 | 123.4 | 120.2 | 117.4 | 109.6 | 100.1 |
| 2024 | -- | -- | -- | 369 | 354.8 | 368.7 | 340.9 | 340.4 | 337.1 | 313.7 | 301.2 | 291.3 |
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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