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| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 0.84% | 0.88% | -0.04% |
| 3 Months | 2.04% | 0.98% | 1.06% |
| 6 Months | 4.41% | 2.99% | 1.42% |
| 1 Year | 9.81% | 6.69% | 3.12% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 10.02% | 7.09% | 2.93% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.43% | 0.84% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -0.13% | 0.88% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.56% | -0.04% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.77% | 0.65% | 0.92% | 1.19% | 0.78% | 0.72% | 0.09% | 0.48% | 0.87% | 0.59% | 0.74% | -- |
| Benchmark | 0.7% | 0.18% | 1.62% | 1.65% | 0.95% | -0.44% | 0.53% | -0.74% | 0.91% | 0.68% | 0.38% | -- |
| Alpha | 0.07% | 0.47% | -0.7% | -0.46% | -0.17% | 1.16% | -0.44% | 1.22% | -0.04% | -0.09% | 0.36% | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | 0% | 1.21% | 0.75% | 0.85% | 0.65% | 0.67% | 0.66% |
| Benchmark | -- | -- | -- | -- | -- | 0% | 0.89% | 0.89% | 1.05% | 0.27% | 0.56% | 0.5% |
| Alpha | -- | -- | -- | -- | -- | 0% | 0.32% | -0.14% | -0.2% | 0.38% | 0.11% | 0.16% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 66 | 73.1 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 23.5 | 24 | 26.1 | 28.5 | 32.8 | 36.2 | 55.5 | 57.4 | 60.9 | 60.7 | 64 | -- |
| 2024 | -- | -- | -- | -- | -- | 0.9 | 6.4 | 12.1 | 15.8 | 17.8 | 19.3 | 22.2 |
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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