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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 5.11% | 0.45% | 4.66% |
| 3 Months | -9.03% | -3.13% | -5.9% |
| 6 Months | -4.1% | 3.24% | -7.33% |
| 1 Year | 9.85% | 17.3% | -7.45% |
| 2 Year | 1.73% | 8.09% | -6.36% |
| 3 Year | 29.33% | 17.66% | 11.66% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 24.4% | 15.42% | 8.98% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.9% | 5.11% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -5.56% | 4.66% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -15.97% | -15.81% | 10.01% | -4.68% | 13.48% | 0.89% | 0.76% | -5.31% | 0.35% | 5.2% | -0.14% | -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 | -12.54% | -8.07% | 2.69% | -7.86% | 9.94% | -2.8% | 3.47% | -3.56% | -0.89% | 0.93% | -1.09% | -4.76% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 15.25% | 0.67% | 8.23% | 5.63% | -1% | -2.23% | 1.11% | 1.47% | 4.22% |
| Benchmark | -- | -- | -- | 3.43% | 0.61% | 6.87% | 4.32% | 0.77% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 11.82% | 0.06% | 1.36% | 1.31% | -1.77% | -4.32% | 7.56% | 1.41% | 5.72% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 381.6 | 401 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 370.5 | 321.7 | 363.1 | 352 | 411.2 | 420.8 | 430.3 | 406.3 | 410.6 | 430.5 | 432.4 | 411.8 |
| 2024 | -- | -- | -- | 236.3 | 253.4 | 285.9 | 316.7 | 336.8 | 335.7 | 350.5 | 367.3 | 393.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
