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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 13.01% | 10.38% | 2.63% |
| 3 Months | 2.17% | -1.73% | 3.9% |
| 6 Months | 2.42% | -4.33% | 6.75% |
| 1 Year | -0.15% | 3.64% | -3.79% |
| 2 Year | -1.89% | 4.67% | -6.56% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 5.37% | 13.06% | -7.69% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.33% | 2.57% | -11.76% | 13.01% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 3.67% | 2.12% | -0.39% | 2.63% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -9.94% | -10.2% | 7.27% | 4.95% | 0.94% | 0.52% | -1.4% | -4.17% | -1.66% | 3.33% | 1.02% | -1.09% |
| 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 | -6.51% | -2.46% | -0.05% | 1.77% | -2.6% | -3.16% | 1.31% | -2.42% | -2.9% | -0.94% | 0.06% | -0.85% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 8.57% | 3.51% | 2.11% | 1.1% | 0.84% | 2.74% | -5.65% | 0.62% | 0.86% |
| Benchmark | -- | -- | -- | 3.43% | 0.61% | 6.87% | 4.32% | 0.77% | 2.05% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 5.14% | 2.9% | -4.76% | -3.22% | 0.07% | 0.69% | 0.8% | 0.56% | 2.36% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 608.7 | 625.9 | 553.4 | 617.6 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 657.5 | 598.3 | 642 | 681 | 683.2 | 685.7 | 675.7 | 648 | 618.7 | 634 | 631.8 | 616.4 |
| 2024 | -- | -- | -- | 638.7 | 670.4 | 690.6 | 701.7 | 710.4 | 733.6 | 701.1 | 715.6 | 721.7 |
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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