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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0% | -0.51% | 0.51% |
| 3 Months | -0.51% | -3.8% | 3.29% |
| 6 Months | -2.31% | 3.36% | -5.67% |
| 1 Year | 16.8% | 15.07% | 1.73% |
| 2 Year | 6.98% | 8.29% | -1.31% |
| 3 Year | 3.86% | 14.64% | -10.78% |
| 5 Year | 1.67% | 12.95% | -11.28% |
| Since Inception | 0.16% | 13.49% | -13.33% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0% | 0% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 3.04% | 0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0% | 0% | -0.51% | 0% | 0% | -0.51% | 0.01% | 20.77% | -1.82% | 0% | 0% | -0.52% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | 0.45% | 5.79% | -6.82% | -3.48% | -1.92% | -3.88% | 2.78% | 21.98% | -2.59% | -4.62% | -1.92% | -0.24% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0% | 0% | -0.51% | 0% | 0% | -0.52% | 0% | 0% | -0.52% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | -1.24% | -0.03% | -7.28% | -4% | -1.36% | -2.8% | 6.12% | 0.26% | 1.5% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 47.6 | 47.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 50.3 | 50.3 | 50.1 | 50.1 | 50.2 | 50.4 | 50.5 | 60.4 | 47.8 | 47.8 | 47.8 | 47.6 |
| 2024 | -- | -- | -- | 50.5 | 50.6 | 50.5 | 50.5 | 50.7 | 50.5 | 50.6 | 50.6 | 50.3 |
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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