Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -4.78% | 0.96% | -5.74% |
| 3 Months | 3.85% | 6.57% | -2.72% |
| 6 Months | -3.55% | 5.62% | -9.17% |
| 1 Year | -17.11% | 6.27% | -23.38% |
| 2 Year | 2.42% | 16.17% | -13.75% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 2.13% | 17.13% | -15% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.82% | -12.8% | 2.06% | -5.73% | 14.97% | -0.42% | -2.83% | -4.02% | 0.04% | 9.02% | -4.78% | -- |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -- |
| Alpha | -3.39% | -5.06% | -5.26% | -8.91% | 11.43% | -4.1% | -0.12% | -2.27% | -1.2% | 4.75% | -5.74% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.77% | -3.76% | 11.24% | 9.05% | 0.31% | 10.28% | -4.86% | 0.85% | -4.36% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 2.33% | -4.59% | 4.19% | 4.61% | -0.65% | 8.19% | 1.59% | 0.79% | -2.86% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.2 | 2.8 | 2.9 | 2.7 | 3.1 | 3.1 | 3 | 2.9 | 2 | 2.1 | 2 | -- |
| 2024 | -- | -- | -- | 2.9 | 2.5 | 2.7 | 3 | 3 | 3.3 | 3.6 | 3.6 | 3.5 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
