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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.32% | -6.45% | 6.13% |
| 3 Months | 0.13% | -7.32% | 7.45% |
| 6 Months | 0.98% | -4.02% | 5% |
| 1 Year | 5.25% | 0.4% | 4.85% |
| 2 Year | 6.97% | 4.02% | 2.95% |
| 3 Year | 6.09% | 9.9% | -3.81% |
| 5 Year | 4.98% | 8.8% | -3.82% |
| Since Inception | 4.08% | 11.12% | -7.04% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.11% | -- | -0.32% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -1.6% | -- | -6.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.49% | -- | 6.13% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.3% | 0.29% | 1.21% | 1.53% | 2.11% | 0.42% | -0.01% | -0.04% | 0.14% | 0.68% | 0.33% | -0.16% |
| Benchmark | -0.84% | -3.44% | 4.37% | 2.5% | 1.83% | 1.51% | -1.15% | -1.16% | 1.06% | 2.58% | 0.94% | 0.01% |
| Alpha | 1.14% | 3.73% | -3.16% | -0.97% | 0.28% | -1.09% | 1.14% | 1.12% | -0.92% | -1.9% | -0.61% | -0.17% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 1.14% | 0.27% | 0.78% | 1.14% | 0.53% | 1.66% | 0.15% | -0.69% | 1.55% |
| Benchmark | -- | -- | -- | 1.28% | 1.03% | 3.7% | 2.64% | 0.96% | 1.61% | -3.21% | 0.34% | -0.61% |
| Alpha | -- | -- | -- | -0.14% | -0.76% | -2.92% | -1.5% | -0.43% | 0.05% | 3.36% | -1.03% | 2.16% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 35.7 | -- | 35.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 33.5 | 33.6 | 34 | 34.5 | 35.2 | 35.4 | 35.4 | 35.3 | 35.4 | 35.7 | 35.8 | 35.7 |
| 2024 | -- | -- | -- | 31.6 | 31.7 | 32 | 32.3 | 32.5 | 33 | 33.1 | 32.9 | 33.4 |
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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