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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 7.98% | 7.49% | 0.49% |
| 3 Months | -5.45% | -5.15% | -0.3% |
| 6 Months | -5.78% | -6.53% | 0.75% |
| 1 Year | -3.86% | -0.28% | -3.58% |
| 2 Year | 2.79% | 4.27% | -1.48% |
| 3 Year | 12.57% | 11.2% | 1.37% |
| 5 Year | 15.58% | 11.69% | 3.89% |
| Since Inception | 11.08% | 12.17% | -1.09% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3% | -1.58% | -11.03% | 7.98% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -11.3% | 7.49% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.04% | -1.07% | 0.27% | 0.49% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -- | -- | -- | -- | -- | -- | -3.38% | -2.88% | 0.09% | 3.82% | 1.79% | 0.93% |
| Benchmark | -- | -- | -- | -- | -- | -- | -2.77% | -1.21% | 0.77% | 4.62% | 0.78% | -0.22% |
| Alpha | -- | -- | -- | -- | -- | -- | -0.61% | -1.67% | -0.68% | -0.8% | 1.01% | 1.15% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 630.6 | 584.7 | 547.2 | 592 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | -- | -- | -- | -- | -- | -- | 590.5 | 597.3 | 604.9 | 626.5 | 637 | 643.2 |
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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