Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 3.62% | 0.45% | 3.17% |
| 3 Months | 5.13% | -3.13% | 8.26% |
| 6 Months | 13.45% | 3.24% | 10.21% |
| 1 Year | 32.31% | 17.3% | 15.01% |
| 2 Year | 8.95% | 8.3% | 0.65% |
| 3 Year | 31.02% | 17.65% | 13.37% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 17.56% | 10.92% | 6.64% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.88% | 3.62% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 2.46% | 3.17% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -10.22% | -10.77% | 8.88% | 4.22% | 3.95% | 5.23% | -3.14% | -3.02% | 0.4% | 4.76% | 2.6% | 2.35% |
| 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 | -6.79% | -3.03% | 1.56% | 1.04% | 0.41% | 1.55% | -0.43% | -1.27% | -0.84% | 0.49% | 1.64% | 2.59% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 7.12% | -0.84% | 5.01% | 6.18% | 2.15% | -3.5% | -6.34% | -1.82% | 1.77% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 3.68% | -1.67% | -2.04% | 1.74% | 1.19% | -5.59% | 0.11% | -1.88% | 3.27% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.8 | 1.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1.6 | 1.4 | 1.6 | 1.6 | 1.7 | 1.8 | 1.7 | 1.7 | 1.7 | 1.7 | 1.8 | 1.8 |
| 2024 | -- | -- | -- | 1.8 | 1.7 | 1.8 | 1.9 | 2 | 1.9 | 1.8 | 1.8 | 1.8 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
ChatGPT
Claude
Perplexity
