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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 11.86% | 7.49% | 4.37% |
| 3 Months | 7.17% | -5.15% | 12.32% |
| 6 Months | 3.01% | -6.53% | 9.54% |
| 1 Year | 8.14% | -0.28% | 8.42% |
| 2 Year | 3.77% | 4.27% | -0.5% |
| 3 Year | 15.7% | 11.2% | 4.5% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 12.51% | 8.35% | 4.16% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.86% | 2.76% | -6.76% | 11.86% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -11.3% | 7.49% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.18% | 3.27% | 4.54% | 4.37% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -9.57% | -9.15% | 3.89% | 2.13% | 5.07% | 1.6% | -1.25% | -1.98% | -2.36% | 4.06% | 1.32% | -3.33% |
| 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 | -9.12% | -3.36% | -2.42% | -1.35% | 3.15% | -1.77% | 1.52% | -0.77% | -3.13% | -0.56% | -0.6% | -3.05% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 9.78% | 0.85% | 8.32% | 4.13% | -0.6% | 2.93% | -2.01% | 0.39% | -0.24% |
| Benchmark | -- | -- | -- | 1.25% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 8.54% | 0.83% | 1.56% | 0.13% | -1.96% | 0.65% | 4.11% | 0.65% | 1.78% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 624.3 | 639.9 | 594.2 | 661.7 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 647.1 | 596.5 | 627.5 | 650.9 | 694.1 | 699.5 | 695.9 | 686.7 | 668.7 | 681.6 | 687.9 | 651.6 |
| 2024 | -- | -- | -- | 460.1 | 483 | 547.3 | 602.7 | 617.3 | 654.1 | 654.9 | 680.1 | 694.6 |
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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