Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 20.75% | 10.38% | 10.37% |
| 3 Months | 5.47% | -1.73% | 7.2% |
| 6 Months | -7.58% | -4.33% | -3.25% |
| 1 Year | 11.14% | 3.64% | 7.5% |
| 2 Year | 10.59% | 4.67% | 5.92% |
| 3 Year | 20.67% | 14.94% | 5.73% |
| 5 Year | 18.16% | 13.88% | 4.28% |
| Since Inception | 16.02% | 15.4% | 0.62% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.1% | 0.58% | -13.16% | 20.75% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -1.76% | 0.13% | -1.79% | 10.37% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.49% | -7.44% | 3.63% | 4.41% | 12.03% | 4.22% | -1.13% | -1.03% | -0.04% | 5.29% | -3.58% | -4.24% |
| 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 | -2.06% | 0.3% | -3.69% | 1.23% | 8.49% | 0.54% | 1.58% | 0.72% | -1.28% | 1.02% | -4.54% | -4% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 4.3% | -1.54% | 8.49% | 4.16% | 9.12% | 2.6% | -5.33% | -1.3% | -0.13% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 0.86% | -2.37% | 1.44% | -0.28% | 8.16% | 0.51% | 1.12% | -1.36% | 1.37% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 30.9 | 32.3 | 27.6 | 33.9 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 10.5 | 10.2 | 11 | 12 | 15.1 | 16.4 | 19.3 | 21.2 | 23.6 | 25.9 | 26.4 | 26 |
| 2024 | -- | -- | -- | 7.3 | 6.7 | 6.2 | 6.4 | 7 | 8 | 8.7 | 8.9 | 9.5 |
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
