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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 2.52% | -0.51% | 3.03% |
| 3 Months | -5.16% | -3.8% | -1.36% |
| 6 Months | -3.4% | 3.36% | -6.76% |
| 1 Year | 6.99% | 15.07% | -8.08% |
| 2 Year | 7.09% | 8.29% | -1.2% |
| 3 Year | 12.5% | 14.64% | -2.14% |
| 5 Year | 15.01% | 12.95% | 2.06% |
| Since Inception | 13.81% | 13.49% | 0.32% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.82% | 2.52% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.78% | 3.03% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.73% | -7.71% | 5.75% | 2.58% | 3.5% | 3.85% | -2.96% | -2.11% | -1.02% | 3.73% | -0.79% | -3.82% |
| 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 | -6.28% | -1.93% | -0.56% | -0.9% | 1.58% | 0.48% | -0.19% | -0.9% | -1.79% | -0.89% | -2.71% | -3.54% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 7.89% | 2.14% | 9.69% | 3.06% | 0.66% | 4.43% | -4.01% | 0.19% | 0.61% |
| Benchmark | -- | -- | -- | 1.25% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 6.65% | 2.11% | 2.92% | -0.94% | -0.7% | 2.15% | 2.11% | 0.45% | 2.63% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 586.2 | 598.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 661.6 | 610.1 | 644 | 656.3 | 675.3 | 700.8 | 680 | 666.6 | 655.7 | 666.4 | 650.9 | 618.6 |
| 2024 | -- | -- | -- | 609.7 | 624.3 | 687.8 | 707.3 | 711.6 | 737.6 | 705.4 | 701.3 | 706.8 |
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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