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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 2.5% | 0.45% | 2.05% |
| 3 Months | 2% | -3.13% | 5.13% |
| 6 Months | 5.44% | 3.24% | 2.2% |
| 1 Year | 14.42% | 17.3% | -2.88% |
| 2 Year | 0.89% | 8.09% | -7.2% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 7.26% | 14.12% | -6.86% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.05% | 2.5% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 3.29% | 2.05% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -9.7% | -10.16% | 7.23% | 4.97% | 0.78% | 0.53% | -1.6% | -3.25% | -1.57% | 3.85% | 1.12% | -0.43% |
| 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 | -6.27% | -2.42% | -0.09% | 1.79% | -2.76% | -3.15% | 1.11% | -1.5% | -2.81% | -0.42% | 0.16% | -0.19% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 8.78% | 3.24% | 2.23% | 0.93% | 0.54% | 2.74% | -5.83% | 0.56% | 0.97% |
| Benchmark | -- | -- | -- | 3.43% | 0.61% | 6.87% | 4.32% | 0.77% | 2.05% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 5.35% | 2.63% | -4.64% | -3.39% | -0.23% | 0.69% | 0.62% | 0.5% | 2.47% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 182 | 184.7 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 212.1 | 193.8 | 207.4 | 216 | 215.7 | 214.3 | 207.2 | 195.9 | 185.5 | 190.6 | 186.7 | 183.5 |
| 2024 | -- | -- | -- | 231.8 | 248 | 255.4 | 261 | 239.1 | 245.4 | 227.8 | 231.9 | 234.4 |
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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