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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.03% | 0.45% | -0.42% |
| 3 Months | -3.91% | -3.13% | -0.78% |
| 6 Months | 0.89% | 3.24% | -2.35% |
| 1 Year | 12.77% | 17.3% | -4.53% |
| 2 Year | 2.1% | 8.3% | -6.2% |
| 3 Year | 12.86% | 17.65% | -4.79% |
| 5 Year | 10.97% | 14.77% | -3.8% |
| Since Inception | -4.15% | 15.02% | -19.17% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.73% | 0.03% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.61% | -0.42% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.57% | -9.56% | 7.4% | 1.82% | 3.91% | 2.88% | -2.63% | -1.8% | -0.35% | 4.08% | 1.24% | -1.24% |
| 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 | -0.14% | -1.82% | 0.08% | -1.36% | 0.37% | -0.8% | 0.08% | -0.05% | -1.59% | -0.19% | 0.28% | -1% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.43% | 0.37% | 5.85% | 4.12% | -0.95% | 0.18% | -5.32% | 0.25% | -2.64% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.99% | -0.46% | -1.2% | -0.32% | -1.91% | -1.91% | 1.13% | 0.19% | -1.14% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.6 | 4.6 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 9.1 | 8.2 | 8.8 | 9 | 9.2 | 9.3 | 9.1 | 8.8 | 8.7 | 8.8 | 7.4 | 4.8 |
| 2024 | -- | -- | -- | 7.7 | 8.8 | 9.4 | 10.2 | 10.1 | 10 | 9.5 | 9.5 | 9.4 |
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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