| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 5.21% | -0.09% | 5.3% |
| 3 Months | 9.6% | 3.86% | 5.74% |
| 6 Months | 24.8% | 1.43% | 23.37% |
| 1 Year | 23.53% | 4.72% | 18.81% |
| 2 Year | 8.59% | -0.11% | 8.7% |
| 3 Year | 22.04% | 12.08% | 9.96% |
| 5 Year | 15.1% | 10.9% | 4.2% |
| Since Inception | 23.74% | 14.89% | 8.85% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.97% | 0.8% | -9.76% | 19.67% | 5.46% | 4.17% | 0% | 5.21% | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -0.17% | 1.73% | 2.19% | -0.09% | -- | -- | -- | -- |
| Alpha | -0.63% | 0.35% | 1.61% | 9.29% | 5.63% | 2.44% | -2.19% | 5.3% | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -12.1% | -10.29% | 7.19% | 0.5% | 11.45% | 2.86% | -3.18% | -4.45% | -1.99% | 7.36% | 0.87% | -4.12% |
| 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 | -8.67% | -2.55% | -0.13% | -2.68% | 7.91% | -0.82% | -0.47% | -2.7% | -3.23% | 3.09% | -0.09% | -3.88% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.22% | -0.01% | 11.41% | 3.97% | 4.18% | 3.67% | -2.18% | 1.82% | 2.65% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 0.78% | -0.84% | 4.36% | -0.47% | 3.22% | 1.58% | 4.27% | 1.76% | 4.15% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1891.9 | 1918.7 | 1736.5 | 2083.1 | 2179.8 | 2286.1 | 2332.8 | 2497.9 | -- | -- | -- | -- |
| 2025 | 1663.7 | 1505.7 | 1632.8 | 1658.8 | 1856.5 | 1911.6 | 1888.8 | 1839.4 | 1835.9 | 1992.7 | 2031 | 1962.8 |
| 2024 | -- | -- | -- | 1468.5 | 1460.3 | 1627.7 | 1677.9 | 1744.4 | 1799 | 1764 | 1803.7 | 1874.4 |
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