Expert-managed portfolios tailored to your financial goals.
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -10.8% | -11.37% | 0.57% |
| 3 Months | -13.52% | -13.94% | 0.42% |
| 6 Months | -10.9% | -9.62% | -1.28% |
| 1 Year | -8% | -3.12% | -4.88% |
| 2 Year | -3.47% | 1.32% | -4.79% |
| 3 Year | 10.66% | 12.88% | -2.22% |
| 5 Year | 9.45% | 11.75% | -2.3% |
| Since Inception | 9.06% | 12.02% | -2.96% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.94% | -0.12% | -10.8% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.4% | -0.57% | 0.57% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.64% | -10.19% | 6.95% | 1.98% | 4.38% | 2.42% | -2.3% | -4.05% | 1.04% | 4.25% | 0.46% | -1.62% |
| 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 | 0.79% | -2.45% | -0.37% | -1.2% | 0.84% | -1.26% | 0.41% | -2.3% | -0.2% | -0.02% | -0.5% | -1.38% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.04% | 0.69% | 5.78% | 3.74% | -1.37% | 0.79% | -5.92% | 1.09% | -1.3% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 1.6% | -0.14% | -1.27% | -0.7% | -2.33% | -1.3% | 0.53% | 1.03% | 0.2% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 307.6 | 299.1 | 258 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 393.6 | 356.9 | 383 | 391.8 | 405.9 | 407.8 | 380.1 | 359.8 | 351.1 | 358.2 | 353.3 | 326.1 |
| 2024 | -- | -- | -- | 192.7 | 217.2 | 254.1 | 299 | 315.9 | 349.2 | 357.9 | 382.1 | 390.4 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
ChatGPT
Claude
Perplexity
