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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 26.2% | 0.08% | 26.12% |
| 3 Months | 26.58% | 1.7% | 24.88% |
| 6 Months | 50.53% | 4.28% | 46.25% |
| 1 Year | 137.09% | 9.62% | 127.47% |
| 2 Year | 45.98% | 10.05% | 35.93% |
| 3 Year | 41.52% | 10.39% | 31.13% |
| 5 Year | 9.96% | 10.18% | -0.22% |
| Since Inception | 7.65% | 9.47% | -1.82% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.16% | -- | 26.2% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | 0.38% | -- | 0.08% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.22% | -- | 26.12% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 15.11% | 18.65% | 10.39% | -7.24% | 46.65% | 8.46% | -7.92% | 5.98% | 0.87% | -0.06% | 19.06% | -0.06% |
| Benchmark | 0.86% | 0.75% | 1.17% | 1.31% | 0.94% | 0.55% | 0.85% | 0.55% | 0.82% | 0.95% | 0.94% | 0.63% |
| Alpha | 14.25% | 17.9% | 9.22% | -8.55% | 45.71% | 7.91% | -8.77% | 5.43% | 0.05% | -1.01% | 18.12% | -0.69% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -4.66% | -4.59% | 20.35% | 4.65% | -0.04% | 3.75% | 15.08% | -16.45% | -0.05% |
| Benchmark | -- | -- | -- | 0.56% | 0.75% | 0.81% | 0.95% | 0.79% | 1% | 0.87% | 0.8% | 0.69% |
| Alpha | -- | -- | -- | -5.22% | -5.34% | 19.54% | 3.7% | -0.83% | 2.75% | 14.21% | -17.25% | -0.74% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.2 | -- | 3.9 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 6.3 | 6.4 | 6.8 | 6.3 | 6.8 | 4.5 | 4.1 | 4.4 | 4.4 | 5.4 | 4.2 | 4.2 |
| 2024 | -- | -- | -- | 10.1 | 9.1 | 8.1 | 8.4 | 7.5 | 7.8 | 8 | 6.4 | 6.3 |
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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