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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.14% | -1.34% | 1.48% |
| 3 Months | 0.86% | -0.61% | 1.47% |
| 6 Months | 2.02% | 0.69% | 1.33% |
| 1 Year | 4.62% | 3.58% | 1.04% |
| 2 Year | 5.11% | 6.16% | -1.05% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 4.91% | 6.35% | -1.44% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.39% | 0.33% | 0.14% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.13% | 0.88% | -1.34% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.52% | -0.55% | 1.48% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.47% | 0.41% | 0.39% | 0.44% | 0.43% | 0.42% | 0.4% | 0.4% | 0.44% | 0.44% | 0.32% | 0.38% |
| Benchmark | 0.7% | 0.18% | 1.62% | 1.65% | 0.95% | -0.44% | 0.53% | -0.74% | 0.91% | 0.68% | 0.38% | 0.23% |
| Alpha | -0.23% | 0.23% | -1.23% | -1.21% | -0.52% | 0.86% | -0.13% | 1.14% | -0.47% | -0.24% | -0.06% | 0.15% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0.51% | 0.23% | 0.41% | 0.49% | 0.55% | 0.51% | 0.57% | 0.4% | 0.5% |
| Benchmark | -- | -- | -- | -0.12% | 1.2% | 0.73% | 0.89% | 0.89% | 1.05% | 0.27% | 0.56% | 0.5% |
| Alpha | -- | -- | -- | 0.63% | -0.97% | -0.32% | -0.4% | -0.34% | -0.54% | 0.3% | -0.16% | 0% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 14.8 | 11.7 | 7 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 19.7 | 14.1 | 8.6 | 6.1 | 7 | 6.2 | 4.4 | 5.7 | 7.9 | 6.2 | 9.7 | 14.5 |
| 2024 | -- | -- | -- | 2.9 | 12.3 | 10.3 | 8.5 | 7.5 | 6.1 | 4.4 | 8.4 | 12.6 |
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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