Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 9.16% | -0.51% | 9.67% |
| 3 Months | -3.25% | -3.8% | 0.55% |
| 6 Months | 0.06% | 3.36% | -3.3% |
| 1 Year | 28.44% | 15.07% | 13.37% |
| 2 Year | 18.9% | 8.35% | 10.55% |
| 3 Year | 27.87% | 14.63% | 13.24% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 21.7% | 14.87% | 6.83% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -9.38% | 9.16% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -6.34% | 9.67% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -10.51% | -12.12% | 8.79% | 2.94% | 13.97% | 3.09% | -1.45% | -1.01% | 2.03% | 2.02% | -0.65% | -2.19% |
| 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 | -10.06% | -6.33% | 2.48% | -0.54% | 12.05% | -0.28% | 1.32% | 0.2% | 1.26% | -2.6% | -2.57% | -1.91% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0% | 1.56% | 8.81% | 7.26% | 1.52% | 1.79% | -3.3% | 4.95% | -0.45% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | -1.24% | 1.53% | 2.04% | 3.26% | 0.16% | -0.49% | 2.82% | 5.21% | 1.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 557.8 | 608.8 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 538.4 | 473.2 | 515.9 | 531 | 605.2 | 623.9 | 614.8 | 608.6 | 620.9 | 633.4 | 629.3 | 615.5 |
| 2024 | -- | -- | -- | 511.3 | 493.8 | 537.4 | 576.4 | 585.1 | 595.5 | 575.9 | 604.4 | 601.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
