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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 1.3% | 0.45% | 0.85% |
| 3 Months | 2.5% | -3.13% | 5.63% |
| 6 Months | 7.62% | 3.24% | 4.38% |
| 1 Year | 12.82% | 17.3% | -4.48% |
| 2 Year | 6.66% | 8.09% | -1.43% |
| 3 Year | 15.37% | 17.66% | -2.29% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 13.84% | 14.45% | -0.61% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.69% | 1.3% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 4.03% | 0.85% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.87% | -4.33% | 0.6% | 4.27% | 0.96% | 1.98% | -0.87% | -2.15% | 0.32% | 3.25% | 1.29% | 0.5% |
| 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 | -0.44% | 3.41% | -6.72% | 1.09% | -2.58% | -1.7% | 1.84% | -0.4% | -0.92% | -1.02% | 0.33% | 0.74% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.15% | 1.75% | 7.66% | 2.89% | 2.05% | 0.52% | -4.38% | -1.04% | -1.26% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.71% | 0.92% | 0.61% | -1.55% | 1.09% | -1.57% | 2.07% | -1.1% | 0.24% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.7 | 11.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 34.7 | 27.2 | 24.6 | 25.6 | 25.8 | 13.2 | 12.5 | 12.2 | 11.7 | 12.1 | 12.2 | 11.6 |
| 2024 | -- | -- | -- | 26.9 | 27.4 | 32.1 | 33.5 | 35.2 | 35.3 | 36.7 | 36.4 | 36.1 |
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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